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Tech Stack

First & Last Name

Role

Name of Company

What CRM do you use?

What website / e-commerce platform do you use?

What email marketing platform do you use?

What accounting or finance software do you use?

What tools run your content calendar and scheduling?

What does your internal communication stack look like (Slack, Teams, etc.)?

What analytics or data tools do you actually check weekly?

What AI tools are you actively using in your business today?

What customer support tools do you use?

What paid media and attribution tools do you use?

What tools do you use for project and workflow management?

One tool you’d recommend that most people aren’t using:

Anything we missed? List any tools we didn’t mention above