Simple AIThe tools I use to run Coda.
My actual sales stack. What each one does, and why I keep it around.
The ones I would keep first.
Ranked. If I could only keep a few, these are the ones.
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My CRM
The CRM I use. Every call, text, email and next step goes on the lead, so I always know what happened and who does what next.
Apify
Always on
We scrape and re-check every list with it, so people who left the role come off before anyone calls. We use it on every list.
Trestle
Checks that each mobile number is real and belongs to the person. This is how we keep connect rates up.
Prospeo
Finds verified emails and mobiles for decision makers. I put the verified mobile filter on the search itself.
Circleback
Takes notes on my meetings and pulls out the action items. I stopped writing things down during calls.
LinkedIn Sales Navigator
Where every list starts. We build very specific lists: title plus region plus industry.
Tools I use every week.
Not the core, but I would miss them.
FullEnrich
Finds verified emails and mobiles when Prospeo comes up empty. It checks several providers in a row.
Cal.com
Booking. People pick a time, then a Close agent texts them a reminder so they show up.
PhantomBuster
Pulls lists from LinkedIn searches and manages connection invites.
Slack
Where the team talks. Quick questions and handoffs happen here, not in email.
Newer to me. Still testing these.
Some I just started with, some are on my list to test.
Foxchat
A chat bubble for your website. Messages go straight to Slack and you reply from there.
Kondo
An inbox for LinkedIn DMs. Split inbox, labels and follow-up reminders, so replies from prospects do not get buried.
See the tools in a real play.
How they fit together, step by step, for six kinds of companies.
Build a list → Sales Navigator → Apify → Trestle → Prospeo → Call, text, email, InMail
Edtech selling to universities and schools
Reach admissions, enrollment and student success leaders, one state at a time.
Hospitality and hotel staffing tech
Call GMs and operations leaders city by city, when shifts are hardest to fill.
Custom metal fabrication and manufacturing shops
Get on the bid list with estimators and buyers inside your delivery radius.
Consumer education and SaaS apps selling to teams
Find companies where your users already work, and talk to the person who can buy for the team.
HVAC, plumbing and home-service business owners
Win maintenance contracts with property and facility managers in your service area.
B2B SaaS founders doing their own outbound
An hour a day, one narrow list, and calls you can learn from.
We run this stack for clients every day, with callers in New York, Toronto, Vancouver and North Carolina.
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