Software that scales your business should scale with your business

Your tech stack is a critical piece of your business. It’s the tools and technology that will underpin much of your marketing, sales, and conversion functions.

Many inexperienced operators make costly mistakes in building out their tech stacks. Some may cobble together a messy slate of unintegrated tools and find they spend a lot more time copying and pasting content or exporting and importing data than they get value out of them. On the other hand, some operators may think they want best-in-class tools but later realize they’re only utilizing a fraction of the technology’s potential while paying a hefty price.

Through thorough research and experience, Cmd+Shift+Convert has assembled a lineup of tools and technology that meets the following requirements:

1. It must scale as your business scales
   Implementations can be costly in both time and money. It’s best to make the right initial choice and not need to migrate to another solution as the business grows.
2. It must be easy to use
   Do you want to have to hire specialists who have experience using overly complicated technology, or do you want things to just work intuitively?
3. Its full value must be accessible
   There’s no use paying for a Formula One Ferrari racecar when all you need is a reliable vehicle to get around town. Get the Honda Accord functionality for the Honda Accord price.

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Illustrating a sample tech stack

Generally speaking, your tech stack should include the following critical elements:

1. Your website - You likely already have this. It may be built on Wordpress, Webflow, or a number of other popular web design and hosting platforms.
2. CRM platform - In the olden days, this was your Rolodex. Today you have extremely sophisticated software that can meet this need.
3. Automation layer - Selecting tools that leverage smart, high-touch automation, your sales team can concentrate their time spent on highest and best use — engaging your customers.
   1. Marketing suite - You may already be working with a set of tools that meet some of your marketing needs. The most important aspect in your choices here is whether they integrate seamlessly into your CRM platform.
   2. Service & sales tools - The cheapest and simplest options here would be using your personal cell phone and email. As you scale, you’ll likely want dedicated business phone lines, an organized ticketing system, and the ability to schedule meetings.
4. Task management & documentation tools - There are lots of good options in this category, such as Notion, Asana, ClickUp, and/or Slack.

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