Tool research is the most comfortable way to avoid selling. New founders spend weeks comparing automation platforms before they've written down who they serve. The fix is a deliberately small stack: one tool per job, chosen in an afternoon, with everything else cancelled.
The six jobs and a default pick for each
| Job | Default options | Rough monthly cost |
|---|---|---|
| AI model | Claude or ChatGPT (pick one as your default) | $20 to $30 |
| Automation platform | Make (fastest to build) or n8n (self-hosting, cheaper at scale) | $9 to $30 |
| Outbound | LinkedIn Sales Navigator plus a cold-email tool such as Instantly or Smartlead | $80 to $150 |
| CRM and pipeline | Notion or Airtable | Free to $10 |
| Payments and invoicing | Stripe plus a simple invoicing tool | Per-transaction fees |
| Project board | Notion, Linear or Trello | Free |
Total: roughly $140 to $250 a month. Prices change, so check each vendor's current plan, but the shape stays the same: one of each.
Match the stack to your agency type
- Automation agency: the automation platform is your core delivery tool. Learn one deeply.
- AI marketing agency: swap depth in the automation platform for your content and SEO tools.
- Agent builders: your AI model's developer platform matters most.
- Audit and advisory: a clean document template and a screen-recording tool do most of the work.
Free worksheet
Pick the service before the software
Score one AI service idea out of 16 and run a 7-day test before you pay for another tool.
Get the free scorecardThe two-hour setup
- Spend 90 minutes choosing your agency type (see how to pick an AI agency niche).
- Spend 30 minutes choosing one tool per job from the table.
- Cancel every trial and subscription that isn't on your list before Monday.
You're done when you can name your agency type in one sentence and your six tools in another.
When to add a tool
Add or upgrade a tool only when a paying client's work is blocked without it, or when a tool you already pay for is limiting delivery. "It looked interesting" is not a reason. Tool sprawl costs money, but it costs more in attention.
Handle client data carefully
Before you put any client information into an AI tool, get the client's permission and check that the tool's data handling fits their needs. Use synthetic or sample data for demos. Keep a person reviewing anything that affects money, customers or access.
Go deeper
The pre-outreach readiness checklist
The Launch Kit's 8-page checklist covers your agency type, tool stack, niche, offer and price before you send a single cold message, with prompts that audit your current tools and tell you what to cancel. 30-day money-back guarantee.
See the Launch Kit - $59
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