- You've heard of the saying before,
hey, don't work hard, you wanna work smart,
but very often exactly what the hell does that mean?
What does it mean to work smart and not just work hard?
Part of it is utilizing the right tool, the right software.
Nowadays, a lot of things that we are doing
on a day-to-day basis,
maybe you are running your digital marketing agency,
you're running your online business,
there are tools out there that can help us
to run our business more effectively and more efficiently.
So in this video, Jeremy is gonna share with you
the seven software that every digital marketing agency
should be aware of and should use on a day-to-day basis.
Enjoy.
- Hey guys, what's going on? This is Jeremy.
Today I'm coming at you with seven softwares
that every digital marketing agency needs to have.
Let's just jump straight into it.
So this, to be clear,
seven things that I've used the most frequently,
like there is a ton of different softwares out there
that you can use without a doubt.
This is just seven of the ones that I use
and put the most time into.
Number one, Stripe.
Stripe I count as a software
because it's a payment processor.
This is where we charge all our clients
on a recurring basis.
This is where we collect our transactional revenue.
This is where we get our revenue reports
and I'm a huge fan of Stripe because believe it or not
they're head of product development
and there was another guy who got on the call with me,
they reached out to me just as a user
who was doing just above a couple million dollars
at the time on a year to year basis through their platform.
They just wanted to know like,
hey, what can we do to make it better?
What can we do to improve?
I gave him a few different insights
just on things that I thought would make it cooler,
no joke within a month,
they updated one of those things
that I recommended them to do and I was so pumped
because it shows like such a massive corporation worth,
I think they're above $50 billion at this point,
they're definitely compounding that,
but this is such a cool tool
because it helps save you a lot of the costs
of a lot of different like dashboard
or reporting based tools that were typically used
for like financial analytics and insights.
So that's why I'm a big fan of it
in comparison to a lot of other stuff that's out there.
Software number two is ClickFunnels.
So ClickFunnels is both a love and hate relationship
for me at this point because they've gotten so big.
They have over 100,000 users now.
I got in at the ground floor
when they had like a couple of thousand users.
I was really thankful for all of the tools
that they've provided within this software.
The main things that I use it for,
there's a bunch of different little things
but the main things that I use it for
more than anything else are just building funnels,
an absolute mandatory tool for me.
There's a bunch of different softwares that you could use
that are similar to this.
The reason that I like ClickFunnels so much
is because of the amount of revenue that they make.
I like to believe in business
that the more revenue and resources you have,
the more support that you can provide to your community,
the more features that you can have,
the faster you can move
and they've proven that to be correct time and time again
in comparison to a lot of other ones that are out there.
There's some other alternatives that you can use to this.
If you just, for some reason,
hey, ClickFunnels like Webflow is one of 'em.
I wouldn't really recommend this one
but Kartra is another one like does similar functionality
and, there's all kinds of little things.
Third software Kajabi.
So in my agency, I like to put my clients
in our consulting deals do trainings.
So I like to record videos in places like this.
I like to put them inside of this platform,
which is like an online education tool.
It allows me to create courses
that we put our clients through so they become educated.
It also helps us with our onboarding sequence.
So when a client comes on with us,
whether it's a consulting deal or a hands-on deal
where we're doing advertising
or whatever it might be that we sold them well,
we'll actually send them a log in autonomously
and we'll be able to track what they do,
how much they watch,
and overall just gauge
the level of engagement that they have.
They also ask questions inside of this platform.
It's also great for staff.
So internally in our agency, I also am able to add our staff
into here that we need to train
and be able to track them for what they do.
It's very cost-effective.
There's a lot of different platforms out there.
Teachable's one of them, even ClickFunnels has opportunities
for you to create like memberships,
but unfortunately a lot of those different platforms
don't give you as much tracking
and as much analytic data as what Kajabi does.
The other ones that are available that do
just cost so much more money.
Fourth software, ActiveCampaign.
So I'm a huge advocate for this company called Infusionsoft,
which is actually the very first marketing automation
like CRM system that I use.
For everybody who's watching this
doesn't know what a CRM is, Customer Relation Manager,
it's where you just upload all your contacts.
It's where you get like a record of all the different people
inside of your database, like you build a list there
and also enables you to email people.
So the reason I like ActiveCampaign so much
and the reason that I recommend this instead of Infusionsoft
Infusionsoft unfortunately it's just very complex
for most people, I put hours and hours
and hours of my life into Infusionsoft learning.
ActiveCampaign's really easy to pick up.
It is a CRM so it does allow you to keep contacts
and database records and things like that.
Your salespeople can work out of it.
But in addition to that, as a marketer,
it helps with marketing automation.
So when people opt in for a specific lead list
that's out there that we have,
or like a lead magnet or they buy something from us,
this' where all our emails are held,
where we'll send them things
and where all these different automations will happen
and where all of our ad channels will also update.
Fifth software Slack.
So I'm also a huge proponent for Telegram.
It's another messaging based platform,
but Slack seems to be the preference for most businesses
that we work with nowadays.
So as an example when we onboard a client,
this is where all the real time
instant communication happens.
I'm a huge fan of it because of the search functionality.
I'm also a big fan of it for the record keeping
that it does, you can send files through it.
You can send videos through it, you can obviously
communicate with people that you need in real time.
If you sign up as an account, as an agency owner,
you can invite people into it.
It's a massive tool that is once again used
as one of the most frequent tools.
I'd say Telegram's right up there with it
but, let's get most businesses, Telegram's not as practical,
especially when you have larger teams
Slack is definitely the way to go.
Software number six.
So I would definitely like to highlight
the entire G Suite of services here
from Google that they offer.
We have our emails through Google.
I use Google Sheets quite frequently.
I don't use Google Slides as much as I should,
but Google Docs, oh man,
I have an unbelievable amount of things
that I do inside of this platform.
So some of the things that I really like
are just the ability to create templates.
So when I write ad copy, I'm creating it in Google docs.
When I create Standard Operating Procedures, SOP,
I'm doing it inside of Google Docs.
I love this so much because the search functionality.
I can go in, I can search for a document that we needed.
Like, let's say I'm writing some copy.
I can go in and I can use my top hooks
and headlines document with over 40 plus different
great proven hooks that we've used through the years
that have worked really well.
Then I can open up an advertising copy template from,
something that I previously wrote
and it enables me to just so efficiently work through
writing ad copy, writing email copy,
writing Standard Operating Procedures.
Just once again, like unbelievable amount of things
that I use Google docs for it
it's one of my most frequently used softwares
out there on the internet without a doubt.
It comes from one of the biggest tech companies
out there being Google, so huge fan for Google Docs
if you're not using that yet.
Then this one, this one's a little less known.
It's, software number seven, it's called Culture Index.
So they're out of Dallas, in Fort Worth in Texas there.
Culture Index has the highest percentile accuracy
for personality surveys.
So you've probably heard of things like DISC.
Maybe you've heard of Myers-Briggs,
maybe you've heard of one or the other
personality based softwares out there
that like tests people and tries to gauge their personality.
Literally none of them
and I'm not biased towards the software
it's just the facts.
This has 90 percentile accuracy
for personality based assessments
whereas DISC, Myers-Briggs,
they have 80-70 percentile accuracy
so you're not getting the full picture of somebody
but you think you are when you use those other softwares.
So I'm a big fan of this
because it gives us the opportunity to see people
for who they are and every time that I've shown it
to somebody who's filled it out,
they're wholeheartedly in agreement that that's who they are
that that's who they feel, they act as.
So benefits to this,
when we work with clients we have 'em take this,
when we hire staff we have them take this.
Even when just I work with my students,
I have them go through this and I take it
because it gives me the insights
on how to effectively communicate to the other person,
rather than just selfishly,
projecting my way of communication on to everybody.
So I'm able to understand
people's motivational needs and rewards.
I'm able to just more effectively
get my points across to people.
Once again, more importantly than anything else,
I'm able to have great relationships
because I can understand the other person
and they can also understand me.
So big fan of Culture Index
from once again an agency owner perspective
from my top seven most frequently used softwares
and the things that I definitely encourage
you should use as well.
If you want more cool insights like this,
Dan Lok and I, we put together the Freedom Challenge,
which is a five day live session
where we go live for about two to three hours of class
five days and we teach you
how to start and scale your own marketing agency.
If you are already an agency owner,
you need to jump in the High Ticket Agency.
Highticketagency.com, unbelievable resource,
hundreds of videos put together, SOPs,
digital marketing skills and tactics, team building,
best ways to pitch being the video pitch and value
follow-up everything's inside of there.
I would encourage you to get from one to the other
just depending on where you're at.
Once again if you're a beginner, Freedom Challenge,
if you're already an agency owner
you're looking to scale up,
jump into High Ticket Agency right away, you'll love it.
Looking forward to helping you out
and help you use these softwares too,
and I'll be seeing you in the next video.