I plan to write a longer post that goes into more detail about how we automate many of our business processes, but I thought some might just want to know what tools we use. So here they are.
FullContact to capture business cards
Scheduling with Calendly
ActiveCampaign for mailing lists, deal automation, and autoresponders
ClickFunnels for landing pages
Zapier to connect them all.
SurveyGizmo for qualifying investors and getting their mailing addresses. We use this because I used to work there and have a free account. You can also use free tools like Google Forms or SurveySparrow.
Trello for acquisition and asset management
SmallPDF to compress big deal packages so they can be emailed.
Personal Productivity Tools
Yoink to make dragging and dropping a little less frustrating.
TextExpander, sort of like canned responses, but can be used outside of email. I use it for small snippets like our office mailing address, our web address, my phone number etc. But you can use it for canned responses as well, especially those that need a lot of personalization.
JumpCut, which keeps a record of your last 20 copy & paste actions. You can cycle through them with a shortcut key instead of having to go back to the original.
SlideGeeks for PowerPoint illustrations and templates
Loom for recording short screen videos. Tip: whenever you’re having a problem with a web app, shoot a quick Loom video and share it with tech support. They will love you for it.
DJ has been a serial entrepreneur for over 20 years, founding multiple companies in the software and media industries. He began real estate investing in 2016 and loved it so much that in 2017 he decided to focus on it full time.