Your core stack, 5 tools you actually need
This breaks down the lean stack for writing, research, automation, project management, and client communication. You will avoid tool sprawl and build around what actually helps you sell and deliver.
What this lesson delivers
You will this breaks down the lean stack for writing, research, automation, project management, and client communication. You will avoid tool sprawl and build around what actually helps you sell and deliver.
Read the playbook section by section
The five categories that cover everything
You do not need 20 tools to run an AI agency. You need five categories covered: an AI engine (Claude or ChatGPT), an automation platform (Make.com or Zapier), project management (Notion or ClickUp), client communication (Slack, Loom, and a scheduling tool), and content/design (Canva plus your AI engine).
In the full lesson, we break down each category with specific recommendations, explain when to use free tiers vs. paid plans, and give you a working starter stack for under $20/month.
What you will learn in this lesson
This lesson walks you through selecting and setting up your entire tool stack in a single afternoon. We cover the exact tools, the specific free tiers that matter, and a real cost breakdown so you know your operating expenses before you earn a dollar.
More importantly, we explain why restraint matters. Every new tool adds login time, learning time, and integration complexity. The best solo agencies run on fewer tools, not more. We show you exactly where the line is.
Useful links for this lesson
Powerful automation platform with generous free tier, better than Zapier for complex workflows
NotionAll-in-one workspace for project management, CRM, and documentation
LoomRecord quick video updates for clients instead of writing long emails
Cal.comOpen-source scheduling tool, free tier covers most solo agency needs
CanvaFree design tool for creating client presentations, social graphics, and pitch decks
Toggl TrackFree time tracking so you know your real cost per project and can price accurately