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  |  Business Planning   |  What Tools Should You Use to Build Your Syndication Business?

What Tools Should You Use to Build Your Syndication Business?

We get asked this question often …

What are the best infrastructure tools for building a successful syndication business?

This is everything from CRM’s and Investor Portals to Document Storage, Calendar Coordination, Project Management, and much more.

Many entrepreneurs and syndicators are overwhelmed with choosing between … 

… G-Suite, DropBox or OneDrive 

… IMS, Juniper Square, SyndicationPro, or AppFolio 

… ActiveCampaign, Ontraport, MailChimp, Aweber, or InfusionSoft

… RingCentral, Grasshopper, or Tresta 

… Asana,, Basecamp, or ClickUp

… AND the list goes on! 

There are endless operational tools designed to improve productivity and efficiency … making the day-to-day management of your business easier.

YET … many business owners are still experiencing operational chaos! AND sadly, money continues going out without improved workflows.

Here’s WHY …

A tool without a proven methodology and skilled operator is useless.

You may have heard this story before. 

The engine of a giant ship stopped working. The ship owners brought in multiple experts, but nobody could figure out how to fix the engine.

One day they brought in an old man who’d been fixing ships since he was a young boy. Once inside, he carefully inspected the ship from top to bottom.

While he was working on it, one of the ship’s owners was there watching him. After looking over things, the old man eventually reached into his bag and pulled out a hammer.

Ever so slightly he tapped on something and instantly the ship’s engines started humming again. The owner was astounded at how quickly he was able to get it working.

One week later, the owners received a bill from the old man for $10,000.

What the hell!?” the owners exclaimed to each other, “He hardly did anything at all!

They wrote him back and asked for an itemized version of the bill.

He replied with:

Tapping with a hammer………………$1.00
Knowing where to look………………$9,999.00

Developing a methodology is two-fold … 

Part one is the methodology for setting up the tool … the process of designing and architecting the overarching use of the tool for your business model.

Part two is the methodology for operating the tool … the day-to-day process for performing a specific task.

There is no right or wrong answer for which tools are best … HOWEVER, there are proven methodologies that work and those that don’t.

At Organize To Scale™, we’ve selected specific tools and developed proven methodologies for streamlining workflow processes, increasing productivity, and making day-to-day operations smoother for everyone involved.  

This allows our Visionaries, Operators, and Team Members to all live in their sweet spot without getting trapped in operational madness. 

Regardless of the tools you choose, be sure to begin with the end in mind and work backwards to design the operational infrastructure necessary to not only build your business … but scale it! 

For Help Choosing The Right Tools to Build & Scale Your Business …


Staci Gray has over two decades of experience organizing real-world businesses to scale. She puts an emphasis on quickly collapsing the gap between ideas and profits by persistently executing for progress and results. Staci envisions a world where innovative leaders are no longer trapped by operational chaos and instead are empowered to efficiently and effectively solve real-world problems, impact real-people on a human level and generate profits quickly. Staci loves coming alongside mission-driven leaders who are using their ideas, influence and intellect to build successful businesses and empowering them to scale without losing their sanity, compromising their values, sacrificing their relationships, and drowning in operational chaos. Supporting leaders one business at a time!