05. tOOLS & aDD-ONS

sTREAK crm

Technically, Streak is a Customer Relationship Manager but you can use it for a ton of things. I use Streak as a sales funnel, bill tracker, wedding planner, and client log.

Streak allows you to create pipelines (think workflows or processes), schedule emails to send later, keep all your emails from one person in one "box", schedule reminders for emails, snooze mail for later, keep notes and info for each client/contact, create better canned emails and see when clients open your emails.

All of these tools can be used by any business owner who works with clients or customers. Or you can use these to simply keep your projects organized.

Streak can be a little confusing when you first start, mostly because it has SO many features. I've been using it for almost 6 months and I still don't use half the features they offer. I really believe the best way to learn is by doing, so install it and play around with it.


A box is created for each contact/client. Boxes hold all the emails, notes, and contact information for a person who you add to a pipeline. A pipeline is the process you create and move clients through.

When you want to create a new pipeline, there are 14 pre-set options to help you get started, or you can create a custom pipeline (click on the image to the left to see these).

As you can see, there are a bunch of options for how to use Streak. The best part about it is that you can add as many boxes (people) to a pipeline as you want, or create separate pipelines for each project.

When you create a new pipeline it'll look like the one below (this is the product development template).

One of my favorite Streak features is the ability to customize all the parts of your process. You can rearrange, change colors, change titles, add steps and add team members. Below are some of the screenshots from my pipeline creation and how I use it to plan projects.


If you plan to use multiple inboxes to keep yourself organized, here's a complete list of the different "star" search queries to use in your settings:













Canned Responses

Canned emails have saved me a ton of time over the last few years in business. As a gift to you and a celebration for you finishing this last lesson, you can take my 10 canned emails for free. Watch the video to learn how to set them up.

If you still have separate email accounts, a great tool is Shift. It's free to download and allows you to seamlessly add all your accounts. You can use Shift for free here.