People often ask me what the best tools are to get their email marketing program off of the ground.

Here's your handy dandy cheat sheet to get you all set up with the tools that will make your life and business way Way WAY easier.

Oh, and I did I mention rack in all of the money money money? Just an added benefit I can throw in there for ya as well.

So grab a fork and get to chowing down on the 5 Secrets to Awesome-ify Your Email Marketing.


CMS “Content Management System”

(i.e. Squarespace, Wix, etc.)


Templated builders such as Squarespace and Wix don't play nicely with third-party apps like your preferred ESP (Email Service Provider).  They require many backend hacks to move data to your ESP.

Trust me. I've hacked my way through these CMS'. It takes a lot of workarounds to get the right data to your Email Service Provider in order to automate your processes.

WordPress has 5,000,001 plugins that you can add to your site to customize it to the nth degree.

Customization is the end-all-be-all of websites for some people.

Need help getting a WordPress site exactly the way you want it? Check out my friend, Janelle at Ellanyze.

OR if you need something quick and super simple, my friends at Jottful have easy sites ready and waiting for you.


Need a simple website for your small business but are scared to death of tech?

Check out my friends over at Jottful. They build the website for you on their platform and make it super easy for you to add and edit any elements you need.

Their pricing is pretty attractive as well. They start at $59/month FOR THEM TO BUILD THE SITE FOR YOU.

ALSO, they can easily integrate almost any Email Service Provider into your forms. It's pretty awesome.

Tell them I sent you and you'll get a special deal.



This is a given for most, but sometimes a gentle reminder is all you need to get on this powerful FREE tool.

MOST importantly, don't forget to tag the links you're posting to refer traffic to your site.

For example, if you have a link to your website on a directory page, make sure you tag it so you know how well that directory is performing for you. If you don't, you'll see a lot “Direct” traffic sources on your Analytics page and will never know which sites are directing traffic to you.

Here's a handy cheat tool that will build these links for you.


ESP “Email Service Provider”

(i.e. Mailchimp, ConstantContact, ConvertKit, etc.) 


The most popular ESP is Mailchimp. It's free to start out which makes it as attractive as Idris Elba.

However, you get what you pay for.

Every growing business has to make a decision on what tools and services they are going to invest in.

Don't skimp on this one.

Email marketing has the power to generate millions of dollars in revenue. I would know. I've led a team that has done just that.

It's a powerful when you know how to use it and you have an ESP that will help you get there.

ActiveCampaign packs some serious horsepower for the price point. It also has an optional CRM “Customer Relationship Manager” that lets you keep track of ALL of your contacts. Even if they didn't opt in to your list.

BONUS: ActiveCampaign has a Chrome extension. You can track your contacts right from gmail and/or add notes, deals and update information.

Have I mentioned how much I love it? Because I do. I love it.

If you're ready to invest in email, I'd start here.

Check it out >



Not ready to pull out the big guns on your email program just yet?

That's totally fine. We all have to start somewhere.

Mailerlite is a respectable option for a freemium email service provider.

It's free for the first 1,000 contacts and then pretty inexpensive from there.

It also provides some stellar automation support (much better than Mailchimp).

Give it a try if you're curious.



WordPress and Forms

Drag and Drop Visual Builder

Worried you don't know WordPress well enough to design beautiful websites?

We live in the future! Everything is easier now.

Drag-and-drop page builders are a thing and they are AMAZING.

I have used Divi Theme Builder and Beaver Builder and love them both. They both integrate with ActiveCampaign (and almost every other ESP)


Opt-Ins/Lead Magnets

A good email marketing strategy starts with a form. People will GIVE you their information if you make it easy for them.

ActiveCampaign has forms you can embed, but to make them pretty, you'll need a little bit o' CSS magic (which isn't for everyone).

Divi also has their own form builder called Bloom which can easily help you build beautiful forms.

HOWEVER, I use a tool that lets you design Lead Magnets AND forms, all in one platform. It's called Beacon.

Check It Out Here >




Zapier is one of those tools that I wish I had known about YEARS ago.

It connects apps on apps on apps together to let all of your info talk to each other.

  • Update your contact in ActiveCampaign if they accepted a proposal through another program.
  • Add a tag if one of your contacts booked an appointment with you.
  • If someone registered for your event through Eventbrite, you can share that information out to another app as well.

In their free version, you can run up to 5 “zaps”. These are your little robot taskmasters that send information back and forth between your apps.

Upgrade for $25/month and your life upgrades as well.

It's like have a tiny, invisible assistant doing all of the things for you for only $25/month!

Check out Zapier >


Appointment Scheduling


Quit sending 500 emails back and forth with someone to make your next appointment. Send them your Calendly link and they can book a time with you that works for them.

Seriously. It saves SO MUCH time.

Upgrade for $10/month and you can create several types of appointments for all of the different things in your life. 

Content and Social Media Scheduling

Facebook and Instagram Scheduling

Facebook has their own content scheduler that also integrates with (and auto-publishes to) Instagram.

Yes, it's true. Yes, it's totally free.

Check It Out > 


Best Tools To Make You Look Like You Have Your Shit Together

Billing Management (Best for Solopreneurs)

Invoices, time tracking, proposals and contracts all in one platform with a reasonable price.

It's called Bonsai and I highly recommend it for all of the above reasons. Those are the features I wanted the most and they delivered it.

Check It Out >

Email Signature Generator>

Make your email signature look like you didn't forget to take a shower this morning.

(I see you.)

Grab a professional-looking signature with your email opt-in link, social media buttons and all of the other fanciness with my fave email signature generator.

Anytime Mailbox>

Did you know that the CAN-SPAM act requires a physical address on all of your emails?

Yep. It's true.

Don't worry. You don't have to list your home address.

Grab a virtual mailbox and they'll SCAN your mail to you. You have to give them permission with a notary to do that but, again, WORTH IT.


Not a graphic designer but want an email header or social media graphic that doesn't look like your toddler designed it?

Canva is FREE and has hundreds of templates to play with.

Canva cannot replace an experienced designer, but it helps out in a pinch.

Full Disclosure: Some of the above links are affiliate links. I receive a small commission if you end up placing an order with that service.

To be clear, I would recommend these services regardless of whether or not I was an affiliate.