The Tools I Actually Use – Plus Links to Get Bonus Access

The links below get you a unique bonus trial. Check them out!

Most leaders and creators are still doing things manually that eat up their time. And yet, we know that the smart leaders use tools to buy back their time so they can command their most precious resource! If that’s you, contact me, and we can talk about ways to increase your revenue, and recapture your precious time. Meanwhile, some of the tools I use are below, and to get a sense of what kinds of work tasks you could save time on, see our article: “Stuff You’re Still Doing Manually (That AI Could Handle By Lunch).”

Otter.ai

Capture, transcribe, and summarize meetings or calls for in person meetings. Otter can operate right from your phone and it does a good job. It records multi-speaker conversations, and generates searchable notes you can share or repurpose.


👉 CLICK HERE FOR ACCESS


Fathom

My go-to Zoom companion. Fathom records, transcribes, and pulls smart highlights—then auto-generates action items. It’s private, elegant, and wildly efficient. And its transcriptions and analysis are best in class.


👉 CLICK HERE FOR ACCESS


Katalyst CRM (This is Go High Level but with extras)

More than a CRM—Katalyst helps you automate client communications, follow-up, and even AI-enhanced outreach, all in one sleek interface.

👉 CLICK HERE FOR ACCESS


Wordly

Live AI-powered translation and subtitles for multilingual meetings, conferences, or webinars. Perfect for inclusive, global coaching experiences. These translations have been approved by native speakers!

👉 CLICK HERE FOR ACCESS


ManyChat

Build intelligent, automated DMs on Instagram, Facebook, and beyond. Use this to drive leads, deliver free content, and nurture client journeys. Build intelligent, automated DMs on Instagram, Facebook, and beyond. Use this to drive leads, deliver free content, and nurture client journeys.

👉 CLICK HERE FOR ACCESS


Course Factory

An all-in-one platform for launching professional online courses—fast. Great for coaches who want to package IP without learning complex tech. Designed and driven by instructional design experts!

👉 CLICK HERE FOR ACCESS


BNSN (Benson)

An AI sales assistant that reaches out to your leads and follows up automatically—like cloning your best closer (without the drama).

👉 CLICK HERE FOR ACCESS


Motion

AI calendar + task manager = life saver. Motion auto-schedules your to-dos around meetings and priorities so you always know what to do next.

👉 CLICK HERE FOR ACCESS


Instapage

Create high-converting landing pages in minutes—no dev team required. Great for testing offers or opt-ins with drag-and-drop ease.

👉 CLICK HERE FOR ACCESS


Descript

Edit videos like a Google Doc. Remove filler words, drop captions, change voice tone—it’s my go-to for coaching videos, reels, and podcast clips.

👉 CLICK HERE FOR ACCESS


ElevenLabs

Ultra-realistic AI voice generation. You can create entire audio content, read-aloud summaries, or even your own synthetic voice for branded soundbites. This is excellent for entering scripts and getting instant audio.

👉 CLICK HERE FOR ACCESS


Looka

Generate a pro logo and brand kit in minutes using AI. It’s fast, sharp, and ideal if you want polish without hiring a designer.

👉 CLICK HERE FOR ACCESS


PandaDoc

Streamline contracts, proposals, and e-signatures. I use it for coaching agreements—easy to personalize, send, and close faster.

👉 CLICK HERE FOR ACCESS


SaneBox

Inbox overload? SaneBox automatically filters your email so only the important stuff hits your main inbox. Magical.

👉 CLICK HERE FOR ACCESS


Reclaim.ai

Time-blocking on steroids. Reclaim optimizes your calendar around habits, focus work, and recurring tasks—so your week runs on rails.

👉 CLICK HERE FOR ACCESS


Warmy

Automate email warm-up for cold outreach and protect deliverability. Great for list nurturing and making sure your emails actually land.

👉 CLICK HERE FOR ACCESS


ClickUp

My project HQ. Organize everything from marketing campaigns to SOPs to client onboarding—with automation and task views that work how you do.

👉 CLICK HERE FOR ACCESS


n8n

My automation HQ to make all your processes sing.

👉 CLICK HERE FOR ACCESS


Zapier

My automation hookup for the largest number of integrated apps.

👉 CLICK HERE FOR ACCESS

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Here's what my clients say

“ Lisa Hale’s approach to coaching is authentic, grounded & wonderfully heart-centered, without any New Age fluff. At the same time it is clear, focused, and strategic.

It’s no surprise to me that she is able to quickly accelerate the revenue growth for the high caliber entrepreneurs that are her clients.”

Lorna Li, CEO Changemaker
Digital, San Francisco