Kate's indexed reference notebook.
Tools, working rules and playbooks — organized to find again.
Chapter 01 · Tools
Kate's Tech Stack
Heads up: a bunch of the links below are affiliate links. I only ever link stuff I actually pay for and use, which, well, you're about to see all of it, so.
Claude
$220/mo
“My single biggest line, by a mile, is Claude at $220/month. That’s $200 for me and $20 for Rachel, plus the extra credits we blow through some months, because at this point we run basically the entire brain of this business through it.”
Kate, Jul 2026
Get Claude →Skool
$99/mo
“Skool at $99.”
Kate, Jul 2026
Get Skool →Gusto
$55/mo
“Gusto at $55 for payroll.”
Kate, Jul 2026
Get Gusto →ShowIt
$39/mo
“ShowIt at $39 for my website.”
Kate, Jul 2026
Get ShowIt →Descript
$35/mo
“Descript at $35 for video (I edit by deleting words out of the transcript, it is the only way I will tolerate editing video).”
Kate, Jul 2026
Get Descript →Loom
$15/mo
“Loom at $15 for all the SOPs I record so my team can do things without me.”
Kate, Jul 2026
Get Loom →Kartra
$0 — comped through my partnership
“Kartra runs my entire shop, checkout, and courses and costs me $0 because I get it comped through my partnership.”
Kate, Jul 2026
Get Kartra →Airtable
$0 this year — paid with credits
“Airtable was also $0 this year (I paid for it with credits from a deals membership, more on that in the Trash section).”
Kate, Jul 2026
Get Airtable →Canva
$10/mo
“And then the tools that punch way above their price. Canva at ten bucks.”
Kate, Jul 2026
Get Canva →ClickUp
$8/mo
“And then the tools that punch way above their price. ClickUp at eight.”
Kate, Jul 2026
Get ClickUp →RankMath
$7/mo
“And then the tools that punch way above their price. RankMath at seven for my SEO.”
Kate, Jul 2026
Get RankMath →Kortex
$49 one time (lifetime)
“And Kortex, which I paid a one-time $49 for (lifetime!) and use to turn these very diaries into private podcasts.”
Kate, Jul 2026
Get Kortex →HTML Pub
“HTML Pub also now sits firmly in my treasures and I actually just upgraded to their highest tier on annual because the deal was too good!”
Kate, Jul 2026
Get HTML Pub →Senja
“Senja for testimonials has also been amazing, especially with their MCP.”
Kate, Jul 2026
Get Senja →Beehiiv
$289/mo → $169/mo
“I’m on their top tier at $289/month, and when I finally looked at what that top tier buys me over the one below it ($169), it came down to audio newsletters and dynamic content. Two features I do not currently use. Dropping down a level saves me $1,440 a year.”
Kate, Jul 2026
Get Beehiiv →Zapier
$49/mo → $19/mo in November
“I’m dropping to $19 in November, partly because I’m slowly rebuilding those automations as Claude scheduled tasks and Cloudflare workers anyway.”
Kate, Jul 2026
Get Zapier →ChatGPT
$20/mo
“I really only use her for image generation at this point, but I do like to know what’s going on with both tools.”
Kate, Jul 2026
Poppy AI
$324/year
“The satisfying part. I canceled Poppy AI ($324/year; loved it for a year, now it’s redundant to Claude… although maybe I use that instead of ChatGPT moving forward?), Ultra ($65/year, a ChatGPT plugin), and both my AppSumo and JoinSecret deals memberships, because I’d finally wrung every last drop of usefulness out of them (JoinSecret is the credits that comped my Airtable all year, so it earned its keep and then some, and now it goes).”
Kate, Jul 2026
Get Poppy AI →Ultra
$65/year
“Ultra ($65/year, a ChatGPT plugin).”
Kate, Jul 2026
AppSumo membership
“Both my AppSumo and JoinSecret deals memberships, because I’d finally wrung every last drop of usefulness out of them.”
Kate, Jul 2026
Get AppSumo membership →JoinSecret
“JoinSecret is the credits that comped my Airtable all year, so it earned its keep and then some, and now it goes.”
Kate, Jul 2026
Get JoinSecret →Fathom Analytics
$240/year
“I love them! And I’m considering replacing it with free Google Analytics, with a nicer custom dashboard I’m having Claude build me so I don’t have to look at GA’s actual interface, which makes me want to punch my laptop in the throat.”
Kate, Jul 2026
Get Fathom Analytics →Fathom (recorder)
Free until August through an AppSumo deal
“My meeting recorder (also, hilariously, named Fathom, completely different company) is free until August thanks to an AppSumo deal I got in 2025, so I’m test-driving two replacements before that clock runs out.”
Kate, Jul 2026
Get Fathom (recorder) →VideoAsk
$360/year; testing against a $62 lifetime deal
“And VideoAsk ($360/year), the tool that lets people leave me questions on my sales pages, is going head-to-head with a $62 lifetime deal called FacePop.”
Kate, Jul 2026
Get VideoAsk →LastPass → Bitwarden
Bitwarden: $48/year
“I finally broke up with LastPass. Turns out they got breached back in 2022, which means my passwords have basically been sitting in a stranger’s filing cabinet since roughly the Before Times. I moved everything to Bitwarden ($48/year, imported the whole vault in about two clicks).”
Kate, Jul 2026
Get LastPass → Bitwarden →The rules I audit by
- 01Pay monthly for anything AI. Everyone tells you to pay annually to save 12%. But AI reinvents itself every twenty minutes, and I'd rather eat that 12% than get handcuffed for a year to a tool that something better laps by March.
- 02Never cancel the old thing until the new thing proves it works. AppSumo refunds within 60 days, so I buy the replacement, run it right next to the incumbent on real work, and only cancel once it actually passes. This is how I avoid the classic move of killing something I needed and crawling back a week later.
- 03Go look under your payment processors. I had charges that just said "Paddle" or "Dodo" on the statement, quietly hiding the real tools underneath them. Pull that thread. There is almost always a ghost or two you've been feeding without realizing.
Tech stack + tools I'm testing
Tech Stack + Tools I'm Testing
Y’all know I like a really simplified tech stack. I’m not a fan of having things all over the place and love me a good all-in-one system. Which is why I love Kartra and use it to run my entire business (this video shows you exactly how).
I use Kartra for email marketing, hosting course portals, landing pages, affiliate management, and sales analytics. In mid-2025, I even migrated my Shopify store back to Kartra to simplify tracking and view the true lifetime value (LTV) of customers in one place. Best decision ever!
My software resources page here is pretty up to date as well, so that’s usually the best place to see what I’m using.
But as a tech junkie, I also love playing around with new tools and finding easier, better ways to do things, especially when it comes to systems, AI and automation. So the following is a live list of tech I’m testing and using.
- ClickUp - Task/project management, if it’s not in ClickUp, it’s not getting done
- Showit + Wordpress: Used for website design and hosting Kate’s main site and shop pages
- Airtable: My "happy place" for data organization. I use it for my automated Daily Sales Tracker, monitoring recurring revenue (MRR) and members, customer journey mapping, KKCredit tracking, sponsor spotlights and my offer suite.
- Skool: My current community platform for the VIP Soul Circle. I migrated here from Slack in late 2025 and saw a 20x increase in engagement. This is just for my free group, an alternative to Facebook groups.
- Zapier: The "glue" used to automate connections between tools, such as syncing Kartra membership data with Airtable or triggering sales notifications via SMS. I don’t use this a ton anymore because Kartra really does handle 90% of what I need it to.
- Loom (recording SOP videos, tutorials, screenshares, etc.)
- Fathom AI: Used for recording calls, getting a transcript and AI summaries and chatbots for every call, which I can easily extract key takeaways for emails.
- Descript: Video editing software that simplifies editing using transcripts and AI.
- ConvertBox: Pop up software for all my tripwires on sales pages, pop-ups and targeted banners to promote offers or challenges like the Get It Done Weeks.
- Fathom Analytics: A privacy-focused website analytics tool I much prefer over GA4 for its simplicity and superior customer service
- Toby Chrome Extension – Helps organize your browser tabs for workflow efficiency.
- ChatGPT, Claude and Poppy AI – I use "Mildred" (my ChatGPT) as a thought partner, strategist, copywriter, researcher, everything. I’ve found that I prefer Claude to write emails as the output is just more me. But my brain lives in ChatGPT and I’ve built several specialized bots, including Brand iOS for writing in my voice, Sage for SEO/GEO blogging, and Mags for conversion copywriting. And then Poppy AI is what I use for other projects where I want a variety of LLMs to test and often for specific tasks, like writing income reports where I need it to take into account a lot of data and different custom instructions and knowledge bases all in one place.
- AppSumo (browsing and testing new software to optimize workflows + cut subscriptions)
- Libro.fm (audiobook service supporting small bookstores instead of Amazon)
- Voxer: A voice-messaging app used for asynchronous 1:1 coaching, "Office Hours" for members, and team collaboration
- MailMeteor: A tool used for mail merges and personalized 1:1 outreach for pitching and follow-ups. We teach this strategy in PitchFest.
- SetApp’s CleanMyMac: Used for digital decluttering and maintaining computer speed
- Relay: My business banking platform used to automate Profit First distributions
- Tara Reid’s AI brand photo shoot course (this is the AI software I use to do my photos)
many of these are affiliate links
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Chapter 02 · How I work
The rules behind the work
Notebook 01Meaningless metrics: what I'm no longer tracking
Meaningless Metrics: What I’m No Longer Tracking
Data > drama, but also less data = better decisions. When you track 50 variables, you have 50 ways to feel like you’re failing (aka drama). When you track the right three, you have a roadmap. It’s a balance.
So while I think 1000% pay VERY close attention to conversion rates, AOV, rolling 30/90/365‑day revenue, cash collected, LTV (lifetime value), churn, and lead source profitability, I pretty much ignore everything else.
- Vanity Metrics: Not being on social media means I obviously do not care AT ALL about followers, likes, comments, or anything on any social platforms.
- Unsubscribes: That said, I do still care about how many email subscribers I have because those subscribers are a) humans I value and b) directly tied to my revenue. BUT, and this is important, without list health or revenue per subscriber, the total number is more ego than anything. Quality > Quantity always. While I track open and click rates, I completely ignore unsubscribes. Literally never even glance at that stat.
- Blogging Analytics: About once a month or so, I open up Fathom to see where my traffic is coming from, what pages are getting the most traffic and how that traffic is converting. But I no longer track traditional blogging metrics like I used to, including post frequency, bounce rate obsession, time on site, etc. (I may glance from time to time but as long as my conversions are where I want them, I tend to ignore)
- Ads Manager Overkill: A client once told me that Meta Ads Manager is like looking into the cockpit when you board an airplane and seeing a million buttons and levers. I loved that analogy. The only real metrics I look at in ads manager are CPL (cost per result), CPM (cost per mille), CTR (click through rate) and ROAS (return on ad spend). I pretty much ignore everything else, and honestly as long as CPL and ROAS are good, I tend to ignore CPM and CTR too.
- The Daily Sales Streak: I hit a massive milestone of 551 consecutive days of sales on December 31, 2025, but halfway through the year, I realized the streak, while once incredibly helpful, had become a trap. It rewarded frequency over profit, making me celebrate a $7 tripwire just to keep a number alive, while ignoring the fact that I’d rather sell one $500 product every few days than chase low-ticket dopamine hits. Momentum is great, but ego doesn't pay the bills. So in 2026, I’m not paying much attention to this streak anymore. I’m looking at bottom line revenue and profit instead.
- Monthly Revenue Snapshots: Likewise, if you’ve been following my Income Reports, you’ll know that around the same time I abandoned the streak priority, I realized single-month snapshots are trash metrics for real business health. They lead to reactive, short-sighted decisions based on seasonal dips like the "Summer Slump". So I’ve shifted exclusively to Rolling 12-Month Revenue and Profit to flatten the drama and reveal the actual trajectory of the business.
- The Bottom Line: I’m focusing on the only equation that actually creates money: Traffic × Conversion Rate × Price = Revenue. By clearing the "metric clutter" from my mental RAM, I’m making space for the strategic, soulful work that actually moves the needle
Notebook 02Core Four weekly non-negotiables
Same Old, Same Old
One thing I noticed after a full year of documenting everything I did in a week was how repetitive and predictable my days are. After a while, I got sick of writing the updates because it was just a re-run of “Here’s the boring thing I did again this week”. Then again, boring is effective. Boring compounds.
I talked about this here (voice note) in more detail. But every week, I more or less do the same things, and (surprise, surprise) it’s essentially the
Core Four Weekly Non-Negotiables:
- Send a sales email to my list
- Get in front of 1 new audience
- Publish SEO-friendly content
- Automate/improve a back-end system
The rest of my week is generally spent on big-picture CEO stuff with my masterminds and client delivery, like responding to Inbox Insights clients and hosting The Room call, Office Hours and 1:1 Coaching. As a reminder this is the weekly rhythm that I strive to follow most weeks:
Notebook 03My Badass Batching Schedule
💻 My Badass Batching Schedule **
*(aka How I Work Less Than 25 Hours/Week and Still Get Sht Done)
🗂 Monday – Admin + Ads + Emails**
** Start the week with the essentials:
✔️ Checking analytics
✔️ Optimizing ads
✔️ Profit First money moves
✔️ Scheduling promos + prepping content
📞 Tuesday – Client Calls + Coaching Delivery**
** My “extrovert energy” day:
✔️ Live calls + Voxer check-ins
✔️ Inbox Insights replies
✔️ Coaching critiques
✍️ Wednesday – Deep Work + Writing**
** No calls, no meetings, no distractions. Just:
✔️ Writing emails (always the WSL)
✔️ Blog content or writing projects
✔️ Head-down strategy days
🧪 Thursday – Tech Playground Day**
** Where I indulge my inner nerd:
✔️ Funnels, automations, GPT tinkering
✔️ Exploring tools like Klayviyo, Airtable, Poppy, Zapier
✔️ Making my business smoother, smarter, and more fun to run
🎉 Friday – Play + Flex**
** This is my exhale day:
✔️ Remember why I built this business in the first place
✔️ Read, walk, journal, or daydream
✔️ Wrap up loose ends (only if I want to)
✔️ Learn / content research / AI tinkering (only if I feel like it)
Chapter 03 · Checklists and playbooks
Keep these open while you work
Featured playbook
The Daily Sales Playbook
48 plays for daily sales, as an interactive checklist. Your progress saves in your browser.
Open The Daily Sales PlaybookDaily reference
The Daily Sales Playbook