What’s the minimum viable productivity stack for a service business?

Start with a core platform that covers CRM/contact hub, online scheduling with reminders, and estimates/invoices with online payments. Add email/SMS campaigns when you’re ready.

How do I avoid tool sprawl and duplicate costs?

Pick an all-in-one core and connect only what fills a real gap. Standardize on one calendar and one payment processor, and review add-ons quarterly.

Which integrations matter most for productivity?

Calendar (Google/Microsoft), payments, your website/booking widget, accounting, and messaging. These keep bookings, billing, and conversations synced.

How much should a lean stack cost per month?

Expect a flat platform fee plus usage-based extras like SMS, calls, storage, and payment processing. Upgrade tiers only when automation saves hours each week.

Do I need separate tools for email and SMS marketing?

Not always. Many platforms include simple campaigns, automations, and templates. Use a dedicated tool only if you need advanced segmentation or very high volumes.

What KPIs should I track to know the stack is working?

Lead-to-booking rate, no-show rate, time-to-invoice, days sales outstanding (DSO), average revenue per client, and first-response time to new inquiries.

How do I roll this out without disrupting current clients?

Migrate contacts, connect calendar and payments, pilot with 5–10 clients, then publish your booking link and enable automations. Communicate changes clearly with a short client email.