7 Softwares That Every Digital Marketing Agency Needs To Have

[Music] you've heard of the saying before hey don't work hard you want to 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're 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 could help us to run our business more effectively and more efficiently so in this video jeremy is going to 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's a ton of different software's 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 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 and they just wanted to know like hey what can we do to make it better what can we do to improve i give them 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 dollars 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 what i'm a big fan of it in comparison to a lot of other stuff that's out there software number two is click funnels so click funnels 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 thousand users and 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 click funnels 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 click funnels like webflow is one of them um i wouldn't really recommend this one but kartra is another one that 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 and our consulting deals through 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 we'll actually send them a login 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 uh teachable is one of them even click funnels 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 and the other ones that are available that do just cost so much more money ford software active campaign 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 where you get like a record of all the different people inside of your database like you build a list there it also enables you to email people so the reason i like active campaign so much and the reason that i recommend this instead of infusionsoft fusionsoft unfortunately is just very complex for most people i put hours and hours and hours of my life into infusionsoft learning it but 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 sales people 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 is 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 uh 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 you know if you sign up as an account as an agency owner you can invite people into it this is 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 once again 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 uh we have our emails through google uh we 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 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 that we've used through the years that have worked really well and then i can open up an advertising copy template from uh you know something that i previously wrote and it enables me to just so efficiently work through writing ad copy uh writing email copy writing standard operating procedures just once again like unbelievable amount of things that i use google docs for it is one of my most frequently used software's out there on the internet without a doubt and 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 and then this one this one's a little less known software number seven it's called culture index so they're out of dallas in uh in fort worth in texas there and culture index has the highest percentile accuracy for personality surveys so you've probably heard of things like disc maybe you've heard of merrill briggs maybe you've heard of one of the other personality based software's 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 merrell briggs they have 80 to 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 and that that's who they feel they you know they act as so benefits to this um when we work with clients we have them take this when we hire staff we have them take this even when just i work with my students you know 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 onto 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 and 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 from once again an agency owner perspective for 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're already an agency owner you need to jump into 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 driven follow-up everything's inside of there i would encourage you to get in one to the other depending on where you're at once again if you're a beginner freedom challenge if you're already an agency you're looking to scale up jump into high ticket agency right away you'll love it looking forward to helping you out and i hope you use these softwares too and i'll be seeing you in the next video

absolute mandatory tool

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