Resources

Free templates,and the tools I've picked.

Everything below is what I use with paying clients — shared so you can run a version of it on your own.

See the templates
Templates

Run a piece of it on yourself.

Six duplicable Notion templates from my client work: the diagnostic, the discovery guide, the onboarding plan, the pipeline review, the prompt library and the transition checklist. Take what is useful and adapt it to your team.

The stack

The tools I use.

Honest list — only what's in my own workflow, no Top-50 marketing slop. Some links are affiliate; flagged where they are. Tools without affiliate are linked direct.

Prospecting & data

Where every engagement starts. Build the named-account list before sending a single email.

Apollo

Where I build the named-account lists for every engagement. The data hit rate is solid on mid-market B2B in Europe + US; weaker in SEA.

Clay

Overkill for solo operators, perfect when you're scaling a team. I use it for enrichment workflows that would take hours manually.

Outbound infrastructure

The pipes. Boring, but every cold email cycle dies here if it isn't set up right.

Instantly

What I actually run my clients' campaigns on. Continuous warm-up, per-campaign sending windows and timezones, and an API clean enough that my morning routine reads the stats itself.

Booking & async

Replace meetings with async wherever possible. The ones that survive are the ones that matter.

Cal.com

Calendly without the price gouging. Routing rules, team scheduling, and the booking flow respects the prospect's time.

Loom

Every kickoff readout I do in Loom — clients re-watch, share internally, refer back to it 3 months later. Beats a synchronous Zoom for one-way explanations.

Delivery & ops

The client workspace and the operating rhythm — Notion is the source of truth, the rest supports it.

Notion

Every client gets a shared Notion page as the single source of truth for the engagement. Audits, campaigns, decisions, weekly updates — all linked, all reviewable.

Linear

When an engagement has more than 10 moving pieces (e.g., a partner channel build), Linear's project view beats Notion's database for keeping track of status and blockers.

Tally

Replaces Typeform at a tenth of the price. I use it for discovery intake forms, partner sign-ups, post-engagement NPS.

Disclosure: links marked “affiliate” pay a small commission if you sign up — at no cost to you. Doesn't change what I recommend.