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My Martech Stack

This is the short list of the main marketing and communications tools I am using right now. This list will never feature a service that I have not personally used AND felt added value by saving me (or my clients) time, money, or both.


For more information about any of these resources plus my inside tips on how to get the most out of them, head over to the Marketing Jam Community on Substack, register for an account and check out the article titled 'My MarTech Stack'.


Website Builder

Wix Logo

Wix is a powerful website builder that gives business owners the freedom to create and design beautiful custom websites using a simple editor and a suite of add-ons that can enable everything from online sales and appointment scheduling to invoicing and collecting fees. I have personally built multiple websites on Wix (including my own) and am proud to be a member of their Affiliate and Partner Programs.


You can sign up for free HERE. There is no cost to design a website, but you will have to select a payment plan before you can publish it.


E-Commerce Platform

Shopify Logo

Shopify is a powerful and widely used e-commerce platform that empowers independent business owners to build and scale profitable online stores using a suite of tools that help you find customers, drive sales and manage day-to-day operations. I have personally built multiple stores on Shopify and am proud to be a member of their Affiliate and Partner Programs.


You can sign up for a free 14-day trail HERE.


Email & SMS Marketing

Klaviyo Logo

Klaviyo is a powerful email and sms marketing platform that helps business owners deliver amazing customer communications across their owned platforms including website pop-ups, combined email and sms flows, easy to edit templates and robust audience segmentation tools. I have personally used Klaviyo to deliver on my client's customer communication goals and am proud to be a member of their Affiliate and Partner Programs.

You can sign up for free HERE. Their is no cost to use the service unless / until you have 250 or more subscribers.


Direct Mail Marketing

Poplar Logo

Poplar is an API-enabled programmatic direct mail service provider that allows you to quickly set-up and send personalized mail to your customers. With multiple retargeting options, this service can be integrated with your e-commerce store and email service provider to create kick-ass funnels that deliver results. If you've ever listened to me speak about marketing, I'm sure you've heard me say 'everything old is new again' and this is one of my favorite examples of that. I personally recommend and use this service on the regular.

You can set up an account for free HERE, but I suggest taking advantage of their contact form to book a demo first.


Social Media Management

Loomly Logo

Loomly is a social media management platform where teams can collaborate, publish and measure their social media activities. I personally use Loomly for my business and wholeheartedly recommend them to any entrepreneur who is trying to build a brand and engage with customers across multiple social media channels. 


You can sign up for a free 15-day trial HERE.


Creative Design

Canva Logo

For anyone that isn't a professional designer, Canva is about the best online graphic design tool out there. With tons of easily customizable templates for everything from your social media posts to website designs, you can put a high quality graphic together as fast as you can dream it. Plus, if you don't manage a ton of social accounts like me, you can skip the social media management software and just post directly to your socials from inside the platform. I personally use Canva ALL THE TIME and am proud to be a member of their Affiliate Program

You can sign up for a free plan HERE, but I'm here to tell you the upgrades inside their pro and teams versions are worth every penny!


Content Creation


Captain is a smart content creation engine that helps define, execute, and optimize the ideal content strategy for your business. It not only captures the essence of your brand, it identifies the most meaningful content for your audience and creates CTA’s and lead magnets to drive engagement and conversion. I am personally using the platform to fuel my content pipeline as I continue to hone my voice and expand my audience. It’s a bit on the pricier side, but I highly recommend this platform to any founder looking to cultivate an expert persona.

You can sign up for a free demo HERE. Tell Richard I sent you.


Client Onboarding


Honeybook is best described as a small business operations hub. The service helps entrepreneurs save time by automating their clientflow and has a lot of bells and whistles. It was honestly a bit of a process to get everything set up, but the time I'm getting back now is well worth the extra effort I had to put in. I am personally using the platform to streamline my client onboarding process from top (sending proposals) to bottom (contract execution). I also like using it for billing because their credit card processing fees are lower than Stripe and PayPal.

You can sign up for a free 7-day trial HERE.



Calendly Logo

Calendly is a scheduling management tool that gives busy executives like me the ability to sync their calendars, standardize meeting options and book appointments without all the time consuming back-and-forth via email. I personally use Calendly to ensure a seamless appointment scheduling process for my clients and partners and it is honestly one of my biggest automation time savers.


You can sign up for a free plan HERE

Launch Box Founder Amy Zwagerman

  - Amy

If you are ready to build a wildly successful business that  attracts  fans generates  value, and  rises above  the competition, please schedule FREE Introductory Call now. I can't wait to meet you! 

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