Our favorite tools & resources
Take a look at our tried-and-true resources and tools—trusted by CBC for everything from internal operations to supporting our clients.
Whether you need help with networking, staying organized, or tackling your to-do list, we’ve pulled together a little bit of everything to make your day-to-day as efficient as possible.
Marketing
- Klaviyo: Our top email marketing platform. Robust tagging/segmenting features, great analytics/dashboards, integrated SMS, video capabilities + more. Detailed customization offered for desktop and mobile specific experiences.
- Free plan for users with under 250 contacts. Allows up to 500 email sends per month and 150 free SMS texts. Generate revenue and build your audience at the same time!
- Drip: Email marketing platform. A great budget-friendly option if you are not quite ready to jump to a platform like Klaviyo but have an existing email list of 1,000+.
- 14 Day Free Trial
- $39/month up to 2,500 contacts
- SquareSpace: Looking for an easy-to-use platform for your service-based business that has the occasional ‘product’ to purchase? Squarespace is a great option.
- Your plan can include: private community, ecommerce, a built-in scheduler (no Calendly needed here), and more!
Systems + Lead and Project Management
- Airtable:
- Operations, project management, human resources, sales, lead tracking, financial reporting, and more!
- Free plan is very robust and likely will not need to be upgrade until the system is thoroughly built out,.
- GoHighLevel
- Our favorite all-in-one management system for service-based businesses.
- Landing pages, contract & proposal management, email automations, calendar scheduling, products, courses, private communities, analytics and so much more!
- $80/month (annual plan). This platform allows for cancelations to be made on several platforms, as it will consolidate platforms and streamline many processes.
- ClickUp
- Project management, time tracking, goals, automations, dashboards and more.
- Free plan available for 1 user or small team plan is $12/month.
Organization + Planning
- Radaar: Your social media organizer + planner.
- Perfect for any size of business. Upgrade as you grow.
- Free 14 day trial. Basic plans is $7.99/month (annual plan). This allows 3 social profiles and 90 posts.
Productivity + AI
- CaveDays: Turn down the noise. Turn up the focus. Focused work sprints also known as ‘Cave Days’ are by far our favorite way to tackle a to-do list, a big project, or even make it part of your weekly routine to stay on track with your goals.
- Each sprint is 45-52 minutes long to optimize brain’s focus capacity, based on research.
- Facilitated by a trained Cave Guide who will put you in breakout rooms for check-in and out, and guide you through your experience in The Cave.
- Whether you want to test it out for 2 weeks, use it occasionally or frequently- there are a slew of packages to fit your needs.
- Fathom AI Notetaker: Expedite your zoom follow ups with key takeaways, summaries, and recordings gathered via AI and sent automatically to the participant following your call.
- Free plan with limited functionality + features.
- Basic $15/month plan offers all necessary features.
- DuckBill: Your personal assistant powered by experts and enhanced with AI to tackle your never-ending to-do list.
- Receive 50% off your first 2 months via the link above.
