Top 10 Tools & Resources That Helped Us Grow

Jan 11, 2021
Top 10 Tools & Resources That Helped Us Grow


As a business owner, you need to be efficient, but that doesn’t mean you have to do everything yourself. Instead, you can add a host of tools and resources that not only will help you run your business better but also set it up for growth. To help you, The CoLab hosts Megan Marsh and Andres Munar share recommendations for tools that have helped transform their business.

Show Notes:

Finding the right tools to take your new or small business to the next level can be very overwhelming. A quick internet search or review of your phone’s app store reveals nearly endless possibilities. That’s why The CoLab has curated a list of resources to get you started. A special thank you to Brandy McAulay, owner of Universal Settlement Services of PA, for her help in creating this list.

Ready to dive in? Here’s what we’re covering in this episode of The CoLab:

[02:20] Trying to find a tool or app that has everything you need is more difficult or expensive than you’d think, leading business owners to put off integrating new systems into their company.
[04:15] In order for a new tool to be successful, you’ll need buy-in from your team. Be sure to explain why you’re adding a new tool to your team’s workflow and to create accountability in terms of its use.
[05:15] Ditch the expense of installing and maintaining a hard-line phone system for your business by adopting tools that utilize Voice over Internet Protocol (VoIP) calling.
[07:15] Try out apps that will transform your cluttered file cabinet into an organized (and paperless) dream. 
[08:45] Invest in a customer relationship management (CRM) system as soon as you can.
[10:20] Project management platforms allow your team to stay organized and updated on project deadlines, action items, assigned tasks, and more.
[12:35] Go virtual with video, from meetings to content creation that you can share with customers.
[14:40] Go digital with your networking and add a mobile business card to your toolbox.
[18:00] Lead generation technology should be a vital piece of your business’ digital presence.
[20:15] Take your presentations to the next level with accessories like learning games.

What tools and resources do you use that helped you and your business?

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About The Author

Megan Marsh is one of the top mortgage brokers in the country, with her brokerage being named 2023 Regional Mortgage Broker of the Year.  Read Megan’s “About Us” story “From Fired to Financial Freedom.”

Feel Free to send Megan a message to [email protected].