Clients ask us for tooling recommendations. The honest answer is: a thousand stacks work. But four pieces show up across every successful engagement we have run since 2019. We tell new clients about them in week one and most still use all four after a year.
The four
Loom (or any equivalent screen-recording tool). Five-minute walkthroughs replace 40-minute calls. The first weekly task you hand off should be the one you record yourself doing once.
1Password (or 1Password for Teams). Shared vault with named items and scoped access. Stop emailing credentials. Stop reusing the founder’s personal password manager.
A shared inbox tool (Front, Missive, or HEY for Work). The assistant needs a way to triage your email without you giving up your account password. Shared inboxes route messages, assign threads, and keep a clean handoff trail.
A weekly doc the account manager owns. Notion, Google Docs, whatever. One link, owned by the account manager, where the week’s priorities live. The founder reads it on Monday, the assistant reads it before any work. It replaces the dozen Slack threads where context used to die.
