Close
CRMMy #1 CRM. Every call, text, email and next step goes on the lead, so I always know what happened and who does what next.
close.comTools
The tools I use to run Coda.
My actual sales stack. What each one does, and why I keep it around.
My favorites
The ones I would
keep first.
Ranked. If I could only keep a few, these are the ones.
01
Apify
Web dataWe scrape and re-check every list with it, so people who left the role come off before anyone calls. We use it on every list.
apify.com
Trestle
Phone validationChecks that each mobile number is real and belongs to the person. This is how we keep connect rates up.
trestleiq.com
Prospeo
Emails and mobilesFinds verified emails and mobiles for decision makers. I put the verified mobile filter on the search itself.
prospeo.io
Circleback
AI meeting notesTakes notes on my meetings and pulls out the action items. I stopped writing things down during calls.
circleback.ai
LinkedIn Sales Navigator
ProspectingWhere every list starts. We build very specific lists: title plus region plus industry.
business.linkedin.comReally useful
Tools I use
every week.
Not the core, but I would miss them.
Instantly
Cold emailCold email next to the calls. Two emails max, then we stop.
instantly.ai
FullEnrich
Waterfall enrichmentFinds verified emails and mobiles when Prospeo comes up empty. It checks several providers in a row.
fullenrich.com
Cal.com
SchedulingBooking. People pick a time, then a Close agent texts them a reminder so they show up.
cal.com
PhantomBuster
LinkedIn automationPulls lists from LinkedIn searches and manages connection invites.
phantombuster.com
Slack
Team chatWhere the team talks. Quick questions and handoffs happen here, not in email.
slack.com
Notion
Docs and notesWhere I write things down. Scripts, notes and how we do things.
notion.com
Wise
PaymentsHow clients pay me. I send a pay link, they pay, done.
wise.comInteresting ones to try
Newer to me.
Still testing these.
Some I just started with, some are on my list to test.
Foxchat
Website chatA chat bubble for your website. Messages go straight to Slack and you reply from there.
foxchat.dev
Kondo
LinkedIn inboxAn inbox for LinkedIn DMs. Split inbox, labels and follow-up reminders, so replies from prospects do not get buried.
trykondo.comPlays
See the tools
in a real play.
How they fit together, step by step, for six kinds of companies.
Sales NavigatorApifyTrestleProspeo / FullEnrichCall + 2 emailsCal.com + Close textsEdtech selling to universities and schools
Reach admissions, enrollment and student success leaders, one state at a time.
Read the playHospitality and hotel staffing tech
Call GMs and operations leaders city by city, when shifts are hardest to fill.
Read the playCustom metal fabrication and manufacturing shops
Get on the bid list with estimators and buyers inside your delivery radius.
Read the playConsumer education and SaaS apps selling to teams
Find companies where your users already work, and talk to the person who can buy for the team.
Read the playHVAC, plumbing and home-service business owners
Win maintenance contracts with property and facility managers in your service area.
Read the playB2B SaaS founders doing their own outbound
An hour a day, one narrow list, and calls you can learn from.
Read the playDoes this sound interesting at all?
We run this stack for clients every day, with callers in New York, Toronto, Vancouver and North Carolina.
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