Ep 239 | 10+ Tech Tools for 2024

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Technology can really support your business. I'm sharing the tools that I can't live without in case you're looking for recommendations. Remember that technology is only as impactful as the problem it solves. Don't go down a rabbit hole for tools you don't need. To evaluate the tools you need with our free downloadable down below.

This post contains affiliate links. Should you choose to purchase, we may receive a small commission. We are only affiliates for products and services we use ourselves.

What you'll learn:

→ tools to help with organization.
→ making scheduling easier.
→ how we create websites and courses.
→ email marketing software.
→ essential tools for our podcast.

Want to skip ahead? Here are key takeaways:

[3:57] Staying on task is a combination of digital and paper. All our projects live inside of ClickUp. It helps us stay on task and manage priorities. For day to day lists, I love my weekly dashboard paper planner from Ink + Volt.
[5:03] To manage time we use Toggl. We can see how long it takes us to complete things and ensure we're managing our time on the right tasks and projects. For teams, you could also use it to ensure you aren't duplicating efforts.
[5:48] Make scheduling a breeze with a digital calendar. You can use it with your team, donors, sponsors, etc. It can save time with the back and forth of trying to figure out what times work best. There are also several features that you can utilize if you need them like payments and separate calendars that show different types of availability.
[8:05] For website and course management we use WordPress, Divi by Elegant Themes and LifterLMS. While they may take a little more work on the front end, they are super easy to customize and edit without coding. 
[8:48] ConvertKit is the email platform I use. There are several great ones out there but this is the one I've been using for years. Think about what else you need to integrate before picking one.
[9:32] When it comes to our podcasts we use Zoom, Otter.ai, and Headliner to create the elements we need. This allows us to create transcripts, videos for YouTube, and audiograms to promote the episodes. Content at Scale then allows us to repurpose blog posts into long form blog posts for our sister company, H & E Marketing Solutions. 


Ink + Volt
Acuity Scheduling
Divi by Elegant Themes*
Content at Scale*
Google Workspace

January 2024 lead magnet

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How to Evaluate New Technology You Might Need and Technology You're Currently Using.

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Full Transcript

[Sami Bedell-Mulhern] Hello, hello, and welcome to another episode of digital marketing therapy. Today I am sharing with you some of my favorite tech tools for 2024. What we've been using 2023, what we're taking with us into 2024. Some of these, you'll need some of these you won't need but I just thought I would share kind of what we have in our tech stack. In case it's helpful for you. A lot of these we've had, for quite some time, if you've listened to previous versions of this episode, I usually do about one a year. But you know, some we've got a couple of new ones that are in there as well. So I hope that you find this helpful if there's some things that you're looking for, you need support with or that you need to kind of put in your wheelhouse from email to organization and productivity, all of the things, I'm sharing them with you. In this episode, you'll be able to find the links for everything in the show notes at https://thefirstclick.net/239.

Before we hop into this episode, it is brought to you by our freebie of the month, your tech stack checklist. So if you're looking to add new tech to your business or organization, or if you just want to be able to keep track of everything that you're already using, this is a great resource, it's free to download. There's a guide, as well as a Google Spreadsheet Template. And you can get that also in the show notes for this episode at https://thefirstclick.net/239. Or in the show notes for any episode in the month of January. It's a great tool for you to grab. So head on over download that today. And get your tech and your research for the tech tools that you need. streamlined, organized and ready to go. Let's get into the episode.

[Intro] You're listening to the digital marketing therapy podcast. I'm your host, Sami Bedell-Mulhern. Each month we dive deep into a digital marketing or fundraising strategy that you can implement in your organization. Each week, you'll hear from guest experts, nonprofits, and myself on best practices, tips and resources to help you raise more money online and reach your organizational goals.

[Sami Bedell-Mulhern]  So before I jump into the tools that I use an am using and my favorites for 2024, it's important to remember that technology can create a lot of support for your organization. It can help you streamline things, automate things, we don't need to add things just to add them. And most of the tools that I'm going to share are not free. And so we also don't want to rack up a ton of money in things that we're not going to utilize all of. So really keep in mind what you need them for, which is why we created the tech checklist. Keep in mind what you really need things for so that you can only use the things that are really going to help save you time, save you money and get things done. Okay, so just want to preface that by saying that we've slowly added things into our system as we go, just to make sure that we can a implement them and be that they're what we need and what's going to help us with our business. The other thing that I'm going to remind you of is as a nonprofit organization, a lot of time services won't tell you if they have a nonprofit discount necessarily always reach out and negotiate pricing. You can do this, even if you're a for profit business, but ask for a nonprofit rate. Most companies have them even if they don't explicitly list them. A lot of companies have them for free, which a couple of the tools that I'm sharing today do that as well. Okay, so let's jump into it. I kind of tried to group these a little bit. And I know I'm going to forget some but I try to group these into different categories, so that you can kind of see how I use them. But the first one, it's January, we're gearing up, it's a new year, we're trying to get things done, we're trying to be more organized. And sorry if you're watching this on YouTube, I'm very fidgety today. When it comes to organization, I love a good organization app. My ultimate favorite is clickup. It is the project management tool that I use, I love using it with my clients, I love using it for my business helps me keep everything all in one place. I am definitely a pen and paper kind of person. So I actually have a new paper platform that I'm using here called from ink and vaults and it's just a weekly dashboard. And I'll link these all up in the show notes. But it allows me to kind of fill in my entire week and my priorities and just have that here. So I have that just to kind of jot down notes and keep me focused on the priorities. But clickup is what I use to manage everything to manage what we're working on with our contractors to manage just the things that I need because I like it too. It's searchable so I can go back in and try to find things from past stuff. So lookup is my favorite project management tool. I also use toggle and toggle will integrate with clickup so you can do Time Tracking inside, I think they might also have their native app. But we also use toggle for time tracking, so that I can see what what we're spending on different, where we're spending our time on different things. So you could either organize it by project by task type, or for us, we do it by client. So I can really easily see how many hours are we spending on a certain client. And then what were the tasks that we did during that. So for example, if I was trying to see where I'm spending my time on the podcast, I could have the task, the project be podcast, and the task would be recording versus editing versus show notes, right. So it's just a great way to kind of keep track of where you're spending your time where your team spending your time, and see where you might be able to streamline things and make things a little bit better. I also use acuity scheduling, it's a scheduling app, I love it. I use it for everything for clients to be able to schedule their time with me. If I'm working with people, you don't have the whole back and forth. It just shows my availability, I can have different calendars that show different availability. So let's say you wanted to send something to donor to say, hey, like, why don't you book lunch with me? They can see maybe you only have Monday, Wednesday, Fridays, open for donor meetings, what have you. So you can set all that up? And really put it together in a quick and easy way you can ask people questions. So when I'm booking guests for the podcast, for example, there's a whole questionnaire that gets everything that I need. There's social media links, their bios, their headshots, all the things that I'm going to need, so I don't have to chase people down. For some of my consulting calls, it'll ask, you know, what's your website? What do you Where are you stuck? What do you need support with a ton of questions, but just to kind of give me an idea of what we're working with as week as we hop on a call, can have virtual or in person, it also syncs with Zoom, which we'll talk about a second, which I know you all know of now, so it automatically generates zoom links for me. So I don't have to do that. So it's been a great tool for me to be able to kind of automate some of that scheduling piece and kind of get rid of all of that back and forth. Depending on the plan you have, you can also take payments through it, there was all sorts of things. So if you're looking for schedule, there's lots of them out there. I love acuity scheduling, I've been with it for a long time. So those are kind of my organizational tools that I use clickup is so robust, so it kind of encompasses a lot. I don't have a CRM that I'm currently using, it's just not something that I need. So definitely something you're going to want and or need as a nonprofit organization. I personally am a huge fan of donor doc for small to medium sized organizations. So definitely check that out. I'll have it linked up. But they are great, clean, simple interface, beautiful and easy to use with a ton of features for small to medium sized organizations. So I'm a big fan of donor doc. Now when it comes to my website, you know I'm a WordPress girl. We love the Divi theme. They are currently working on some massive upgrades and updates, it's going to be incredible, but Divi is what we build all of our websites on. It's what our website is built on. I love how easy it is to use, and how easy it is for us to edit and for clients to edit while we can still customize it without coding. So that's we use and then for online courses and our memberships, we use lifter LMS. So it's not as easy of an out of the box kind of platform. But again, you can customize and do a lot with it and make it work really nicely. You know, there's other ones that are out there that are more plug and play similarly to like, how you might compare Squarespace and WordPress, right, a little bit harder to set up in the beginning, but a lot more functionality and flexibility in the long run. Um, email marketing is my favorite. You know, I love it. ConvertKit is the email platform that I've been using for a really long time. That's not changing. Love it, there's a few things that I wish we could change about it. But overall, super easy to use intuitive. And I love that you pay per person once and then you can just tag them in as many things as you want. So makes it really easy to segment your lists, and you're not paying for a bunch of different people throughout that process. Now when it comes to the podcast, we work in zoom we record in Zoom. Zoom is a video conferencing platform. If you've been living under a rock I think COVID forced us all into zoom world. Even though I was living there before because most of my clients we're all over the place. Um, but we record our podcasts in zoom. And then they are I don't even know where they're edited. So I can't even give you the tech they're, they're edited. And then we use otter.ai for our transcript. So we just take our audio from this, pop it into there. It generates all of the transcripts for us. There's lots of different ways you can pull transcripts, depending on how you record

and then they go up on on YouTube We also use headliner, which is another app to help us create the visuals and the like the audio grams. So the videos with the captions for the little snippets. And then we use content at scale, which is an AI writing tool to help with the repurposing of the content. So I literally give it my podcast episode. And it writes me long form content that I can put out on our sister company website, hnd marketing solution, so a deeper dive into some of the topics. So those so yeah, headliner content at scale, Otter, and zoom are what we use to kind of create podcast. Now some other ones that we just have on the side that we're using, obviously Canva, which is Canva Pro is free for nonprofits. But we use Canva all the time, we also use my developer and designer does most of his work in Adobe, I use Canva, for smaller things that I just need to get done. We also use a Paulo for cold outreach, email campaigns. And it allows us to search for targets and reach out to them. And then we use Google workspace for our email. Again, Google workspace is free for nonprofits as well. So that's a real down and dirty rundown of the things that we use. I will link them all up in the show notes for you at https://thefirstclick.net/239. But please make sure you check it out. And if you have a tool that you're loving and using share it with me, I'd love to share it with everyone else and just kind of see what things you're using and loving out there in the space. Sorry, this episode was so quick and so short. But I just wanted to give you the quick rundown. Grab that tech checklist if you're researching new tech so you can make sure you find the right tool and subscribe wherever you listen including YouTube so that you see all of the episodes as they come out every Tuesday. Thanks for listening. We'll see you the next one.

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