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⟡ Trusted Tools & Software

The Stack That
 Runs the Operation

Every tool on this page is something we personally use with clients or in my own business. No fluff, just the platforms that actually move the needle.

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VA Starter Toolkit

Templates, checklists, and SOPs I actually use with clients — yours instantly when you drop your email below.

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⭐ Most Recommended

Google Workspace

Templates, checklists, and SOPs I actually use with clients, yours instantly when you drop your email below.

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Google Workspace

Business Email + Full Suite

🤖 AI & Automation

🤖

AI Assistants

AI is used across multiple platforms in our workflow — from drafting client communications and summarizing documents to researching decisions and streamlining operations. We leverage the best tools available to deliver faster, smarter support.

Sintra workflow automation platform logo

Sintra

Automates repetitive workflows so your team can focus on high-value work. I use it to streamline client onboarding and recurring task sequences.

Fireflies.ai meeting transcription tool logo

Fireflies.ai

Records, transcribes, and summarizes every meeting automatically. No more scrambling for notes — every action item is captured and searchable.

honeybook logo

HoneyBook

Templates, checklists, and SOPs I actually use with clients — yours instantly when you drop your email below.

🗂️ Workspace & Productivity

Asana project management tool logo

Asana

How I manage every client project and keep my team aligned. Tasks, deadlines, and communication all in one structured workspace.

Try Asana
Notion workspace and documentation tool logo

Notion

SOPs, client onboarding docs, templates, and internal wikis all live here. If it needs to be documented, it belongs in Notion.

Try Notion
Canva graphic design platform logo

Canva

From client decks to social graphics to brand kits — Canva Pro is essential for producing polished deliverables without a full design team.

Try Canva

📅 Scheduling & Communication

Calendly online scheduling tool logo

Calendly

Eliminates the back-and-forth of scheduling. Clients book directly, buffer times are built in, and everything syncs with Google Calendar automatically.

Try Calendly
Zoom video meeting platform logo

Zoom

Reliable video for client calls, team check-ins, and strategy sessions. Integrates with everything and never lets me down when it matters most.

Try Zoom

🔗 Tools We Use & Recommend

BlueNotary remote online notarization platform logo

BlueNotary

The platform we use to deliver all our Remote Online Notarization (RON) sessions. MISMO-certified, secure, and available in 45+ states. If you need a document notarized online, this is how we do it.

Try BlueNotary
Kit email marketing platform logo

KIT

Our email marketing platform of choice. We use it to automate client communications, manage contact lists, and deliver lead magnets. Powerful enough for growing businesses, intuitive enough to actually use.

Norton cybersecurity software logo

Norton

Cybersecurity is non-negotiable when you're handling sensitive client documents. We recommend Norton to every client we work with, and use it ourselves. Protect your devices, your data, and our business.

Get Norton

📥 Free Resources & Templates

✅

Executive Onboarding Checklist

Everything I walk through with a new client in the first 30 days — from calendar access to communication preferences to SOP setup. Join the newsletter and I'll send you the link directly.

📊

Weekly Task Tracker Template

A simple, ready-to-copy Google Sheet for tracking billable hours, task priorities, and weekly status — built for busy executives. Subscribe to the newsletter and receive the link in your welcome email.

📬

5 Email Templates for Busy Executives

Plug-and-play email templates for client follow-ups, meeting requests, and delegation — join the newsletter for tips, tools, and instant access to this free resource.

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