Text your thoughts and questions!
Do you ever wonder what tools are actually behind a productivity coach's own systems? Last week Lisa walked through the seven techniques she uses daily to keep her life and business running. This week, she's going deeper into the tech stack—the actual tools—behind those techniques. But this isn't a "best tools" list. It's Lisa's preferred tools list: the ones she's chosen, stuck with, adapted, or swapped out over time.
In this episode, Lisa shares her personal tech stack, from the analog-meets-digital RocketBook for note-taking, to Todoist for fast, low-friction task capture, to the Google Suite that touches nearly every other tool on her list. She covers how Calendly eliminates scheduling back-and-forth, why Trello still fits her brain for visual project tracking (podcast guest pipelines and even recipe organization), and how ClickUp supports her podcast production workflow with her team. She also talks through Kit (formerly ConvertKit) for email automation and e-commerce, Canva for design and training recordings, and Riverside for high-quality remote podcast recording. Lisa closes with a few honorable mentions—WordPress/Divi, Voxer and WhatsApp for async coaching, and built-in social media schedulers—and reinforces the guiding principle behind every choice: process over platform. She figured out what she needed each tool to do for her before she ever committed to it, and that's the mindset she wants listeners to carry into their own tool decisions.
Key Takeaways:
- Discover why "process over platform" should guide every tech tool decision, not the other way around.
- Learn how RocketBook bridges analog note-taking with digital storage for easy reference and sharing.
- Explore why Todoist's simplicity and low friction make it ideal for fast task capture and recurring tasks.
- Understand how Google Calendar, Drive, and Docs form the backbone of scheduling, storage, and writing workflows.
- Learn how Calendly integrates with Google Calendar to eliminate scheduling confusion and automate confirmations and reminders.
- Discover how Trello's Kanban-style boards support both project tracking (podcast guest spots) and personal organization (recipes).
- Explore why sometimes the best tool is the one your collaborators already use, like ClickUp for podcast production.
- Learn how Kit consolidated email automation and e-commerce into one streamlined platform.
- Discover how Canva simplifies design work and even supports recorded training presentations.
- Understand why Riverside's local recording ensures clean, reliable podcast audio and video quality.
- Explore honorable mentions like WordPress/Divi, Voxer/WhatsApp, and built-in social media schedulers.
- Learn why switching tools should only happen when it's genuinely worth the time and cost.
Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don’t forget to follow, rate, and review the podcast and tell me your key takeaways!
Learn more about Positively LivingⓇ and Lisa at https://positivelyproductive.com/podcast/
Stop trying to fit into someone else’s productivity rules! Grab my free Productivity Toolkit, a collection of workbooks designed to help you explore how you work, uncover what truly matters to you, and create your very own energy-friendly systems. Get it here: www.positivelyproductive.com/plpkit
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LINKS MENTIONED IN THIS EPISODE:
Episode 178 7 Techniques and Tools Used by a Productivity Expert
Tech Tools Playlist
Positively Productive Resources Library
Book a Clarity Call
Async Coaching
Productivity Toolkit
(Find links to books/gear on the Positively Productive Resources Page.)
Dance Song Playlist V1, V2, V3
Music by Ian and Jeff Zawrotny
Start your own podcast with Buzzsprout!
Request this Toolkit and other free resources at the Resources Page.
