Tools we recommend

What we actually use

A short list, not a directory. Each one includes what it is good at and what to watch out for — because a recommendation without a caveat is just an advert.

Recording & notes

Pocket

Records your conversations and organizes them so you're not rebuilding a client call from memory three days later.

Who it's for: Anyone whose real work happens in conversations — consultations, site visits, sales calls.
Our take: We love Pocket. We use it every day. Makes a great gift for a busy business owner.

Worth knowing

California is a two-party consent state. Tell people you're recording.

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Already have a Pocket? Pro — 6 months, save 34% · Pro — 12 months, 25% off