Choosing Your Tools Stack

What is this playbook?

This playbook helps founders choose a simple, connected set of tools that covers their operations without overspending or over-complicating. The right stack saves money and headaches.

The Problem It Solves

Businesses often pile up overlapping, disconnected tools, paying for features they do not use and creating manual work.

The Step-by-Step

1. List what you actually need — by function, not by brand.
2. Use built-in features first — before buying another tool.
3. Pick one tool per job — avoid overlap.
4. Make sure they connect — integrations save manual work.
5. Review subscriptions — cancel what you do not use.
6. Add AI where it helps — do more with less.

Tools That Help

• Notion / Google Workspace — core operations.
• HubSpot / Zoho — clients and leads.
• Zapier / Make — connect everything.
• ChatGPT / Claude — AI across the stack.