Notes, Writing and Documents

Being a remote team means LOTS of written communication

Past: Evernote, Dropbox, Penflip, Tettra

Why These Tools

There is no tool that we’ve been more impressed with in the last two years than Notion. They’ve taken the block based editing experience to a whole other level, and continue to build in new features that aren’t trivial and help make it even more useful. Our own internal documents, as well as those that we share with clients, are frequently house d in Notion. If they aren’t, chases are you can find them on …

Google Drive. Specifically, a shared Team Drive. Google won us over from Dropbox primarily for the features surrounding comment control, the in web editor and when they eventually added the ability to navigate files offline on our computers.


When you aren’t in the same physical space, you have to over-communicate.


Past: Evernote, Dropbox, Penflip, Tettra

Why These Tools

Before we were working from home for much of 2020 (and hopefully not 2021, fingers crossed?) our team was often working from the road. Travel is in our DNA and even back in 2010 we believed that with careful technology choices and discipline we could make it work. There has been some great software in the past (RIP Speek, the greatest phone tool ever made) but today, we’re all-in on Slack for messaging, for small group video calls and Uber Conference for external meetings since it gives you a phone dial in and in-browser video without any downloads.

Google Drive. Specifically, a shared Team Drive. Once Google added local file. system integration, we switched from Dropbox since 100% of our documents are in Google Docs/Sheets anyway. The worst part of Google Drive is the inability to control folder-level sharing options which is a frequent frustration.

Project Management

Keeping things in-sync is a big part of what we do, at home, online and on the road

Past: Evernote, Dropbox, Penflip, Tettra

Why These Tools

Why: Just like with our CRM we used to have a perennial discussion on what project management software to use. That ended with Notion. It offers us everything that we need to keep our team on track, and our clients up to date. Specifically, our usage of the Notion kanban board block and it’s ability to create custom views and filters, is fantastic for managing user stories and sprint planning. We’ve written user stories outlining the requirements of entire applications in these boards.

Internally we often rely on Todoist to manage our day to day lists and keep our team from having a heart attack thinking about the number of things that need to get done.


Planning how a product should look and feel requires tight visual collaboration


Past: Photoshop


The way we build things evolves with every project but these are the tools that have kept up with us.

Customer Acquisition and Management

Finding, talking to an keeping track of people.

Past: Capsule, RelateIQ/SalesforceIQ, Pipedrive

Why These Tools

What CRM we’re using seems to almost be a perennial debate, mostly due in part to the constant barrage of new players in the field and never being totally sold on any one solution. HubSpot certainly satisfies our needs, but it is also the most expensive solution we’ve run with to date.

In addition we use for our outbound email campaigns and just recently we drank a little bit of our own Kool-aid and invested in a website for ourselves that has the flexibility to stand up new landing pages and keep our content fresh into the future.

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