My Favorite B2B Marketing Tools
The exact systems, software, and automation I recommend to founders, marketers, and lean B2B teams.
There are thousands of tools out there.
Most are overpriced, bloated, or built for enterprise teams you don’t have (and don’t want to manage).
These are the few tools I trust — the ones I use inside real B2B companies.
Affiliate Disclosure: Note: Some links are affiliate links. I only recommend tools I actually use and genuinely recommend. Never at any extra cost to you.
The B2B Starter Stack (2026 Edition)
If you want a simple stack that works for 90% of B2B companies, here’s the setup I recommend.
CRM + Automation
Data + Outreach
Apollo + HeyReach + RB2B + Instantly AI
Content Engine
Riverside + HeyGen + Publer + Claude + GoHighLevel
Founder Brand
Riverside + HeyReach + HeadshotPro + VidIQ + LinkedIn
Proof + Trust
CRM, Pipeline & Automation
Build your marketing operating system. Automate follow-ups, manage pipeline, and run your entire revenue engine in one place.
GoHighLevel
The all-in-one CRM and marketing automation platform I use to build revenue systems for B2B companies. Replaces your CRM, email marketing, SMS, funnels, landing pages, chatbots, social scheduling, and reporting — all for $97/month.
ClickUp
Project management for lean marketing teams. Manage campaigns, content calendars, and client deliverables without the chaos of email threads and spreadsheets.
Outbound & Prospecting
Build targeted lists, personalize outreach, and run multichannel campaigns that actually get replies.
Apollo
My go-to B2B data provider. Build laser-targeted prospect lists with verified emails and phone numbers, then run sequenced outreach directly from the platform.
HeyReach
The safest LinkedIn automation tool I’ve found. Run multi-account outreach campaigns without risking your profile. Built for agencies and lean B2B teams.
Instantly AI
Cold outbound email that actually works. Manages unlimited sending accounts, handles warmup automatically, and gives you the deliverability to run serious outbound campaigns.
RB2B
Identify the people visiting your website — by name and LinkedIn profile. Turn anonymous traffic into actionable outreach. One of the highest-ROI tools for B2B companies.
Content Creation & Video
Create content fast, repurpose everything, and publish consistently without a full production team.
Riverside
Pro-quality audio and video recording for podcasts, interviews, and content. Records locally so quality stays crisp even on bad connections.
HeyGen
AI avatar and automated video creation. Turn scripts into polished spokesperson videos without being on camera. Great for demos, onboarding, and scaled content.
Synthesia
Enterprise-grade AI video creation. Create professional training videos and marketing content using AI avatars and your own script. No camera, no crew required.
VidIQ
YouTube keyword research, video ideas, and channel analytics, so you know what to make, how to title it, and what is actually working on your channel.
Content Distribution & Scheduling
Publish consistently across channels without spending your whole week doing it.
Publer
My favorite social media scheduler. Schedule posts across LinkedIn, Instagram, Facebook, and more from one clean dashboard. Includes AI writing assistance and analytics.
Beehiiv
The best newsletter platform for founders and B2B marketers. Built for growth — with referral programs, segmentation, monetization, and analytics baked in.
GoHighLevel
Schedule social posts, send email and SMS, and follow up with every lead from the same platform I use to run client systems.
Claude
My everyday AI assistant for drafting posts, outlines, and scripts, and for turning one piece of content into many. I use it to plan and build the marketing systems I set up for clients.
Founder Brand & Visibility
Build your personal brand, get booked on podcasts, and grow your audience as a founder or B2B leader.
Where B2B buyers and founders spend their time. Follow me for the systems, posts, and playbooks I share every week.
YouTube
Watch the walkthroughs and tutorials where I show these tools and systems in action, step by step.
Riverside
Record podcasts, interviews, and founder videos in studio quality from anywhere, then reuse the footage across your channels.
HeyReach
Turn your LinkedIn presence into steady conversations, with safe outreach that runs alongside the content you post.
HeadshotPro
AI-generated professional headshots that actually look real. Upload a few selfies and get back studio-quality photos in multiple styles. No photographer needed.
Talks.co
A done-for-you podcast booking service. If you want someone else to handle the outreach and get you booked on relevant shows, Talks.co takes the whole process off your plate.
Trust, Proof & Conversion
Collect and display social proof that converts visitors into buyers.
Testimonial.to
Collect video and text testimonials automatically from your clients. Embed them anywhere on your site. One of the easiest wins for increasing trust and conversion on any B2B website.
Website, SEO & Traffic
The tools I use to build fast websites, rank in search, and drive consistent organic traffic.
Hostinger
Fast, affordable WordPress hosting that doesn’t sacrifice performance. This site runs on Hostinger. Easy to set up, reliable uptime, and great support.
Semrush
The only SEO tool I recommend. Keyword research, competitor analysis, site audits, backlink tracking, and content optimization all in one platform.
Moz Pro
A budget-friendly alternative to Semrush. Keyword research, rank tracking, and site audits at a lower price when you are just getting started.
Moz Local
Local SEO and business listing management. Ensure your business info is accurate and consistent across every directory and search engine.
Want Help Choosing Your Stack?
If you need help selecting tools, building your system, or integrating everything — my team and I can help.
Work with Me or My Team
In our 90-day marketing sprint, we’ll set up your marketing tools, foundation, and roadmap for success.
Done-For-You Marketing
If you’re a tech company or MSP, my team can build and run a full marketing system for you.
Training, Courses & Playbooks
Prefer to build it yourself? Learn the systems with training, courses, and playbooks inside C4OS.
Not ready to work together yet? Start with the free 6-Week Growth Sprint and build your marketing system step by step.