The Simple Tech Stack for Service Providers Adding Digital Products
If you’ve been thinking, “I want to earn more without adding more clients to my calendar,” you’re not alone.
When I first started my business, I was working one-on-one as a coach — and I loved it. But I also created a digital course for my clients.
Here’s the funny thing: one of them told me they found the course more valuable than the coaching itself.
That was my lightbulb moment — and honestly, it’s what sparked my passion for digital products.
Because it showed me that not only could I help more people without burning out… but that digital products could actually work better for my audience too.
And the best part? I didn’t even have myself on camera — just my voice over slides.
Even now, a lot of my trainings are recorded that way.
So in this post, I’ll walk you through the exact tech stack I recommend for service providers who want to start adding digital products — without tech overwhelm or complicated systems.
Stick around until the end, because I’ll also share the one tool that helps you keep every project profitable and on time (even as you scale).
Either keep reading or watch the video below:
Step 1: Plan & Manage Everything with Asana
Every successful digital product starts with a clear plan and an organized system.
For me, that’s Asana — my go-to platform for managing all the behind-the-scenes work in my business.
Asana is where I plan new offers, manage clients, track launches, and oversee content and operations. It’s basically the command center of my business.
If you ever feel like you’re drowning in admin, client work, and half-finished ideas, Asana will change that.
It helps you see exactly what’s happening, what’s due, and what’s next — all in one place.
You can customize your workflow using lists, boards, or calendars, depending on how your brain works best.
Inside my setup, everything is organized into systems like:
Client Management (onboarding, deliverables, tracking)
Content & Marketing Systems
Business Operations
Digital Product Creation
When I’m building a new digital product, I use my New Product Creation Template in Asana to outline my goals, lessons, and launch timeline — all in one organized place.
👉 Want to see how it works? Check out Asana Essentials — my plug-and-play toolkit with templates for client management, digital product creation, and business systems that save you hours every week.
Step 2: Sell with ThriveCart or EverBee Store
Now that you’ve planned your product, it’s time to sell it.
This is where many business owners get stuck — comparing checkout platforms for weeks instead of actually launching.
Here’s the truth: there’s no “perfect” tool. It’s about what fits your workflow and business goals.
In my business, I use ThriveCart — the platform behind all my Asana templates and toolkits.
Thrivecart
With ThriveCart, you can:
Build high-converting checkout pages
Offer order bumps and upsells
Run affiliate programs
Automate product delivery and follow-up
Integrate with MailerLite, Stripe, and more
It’s a one-time purchase, which means no recurring subscription fees.
The only limitation? ThriveCart isn’t a full storefront or website builder — it’s built for funnels, not catalogs.
That’s where EverBee Store comes in.
EverBee Store
EverBee Store uses AI to help you create your own digital storefront in minutes. You can upload your products, customize branding, accept payments, and even send customer emails — all in one place.
If you already sell on Etsy, EverBee can automatically import your listings and turn them into a standalone store.
Here’s how to decide between the two:
Choose EverBee Store if you want an all-in-one platform where everything lives under one roof — your products, storefront, checkout, and even email. It’s perfect for creators who want to launch fast without juggling multiple tools.
Choose ThriveCart if you want more flexibility — custom funnels, advanced pricing options, affiliate programs, and integrations with your existing systems. It’s ideal for service providers and digital product sellers who love strategy and optimization.
Both tools are fantastic — it really comes down to your comfort level with tech and the kind of business you’re building.
Step 3: Connect with Your Customers via Email
Once your product is live, you need a way to stay connected with customers — and build relationships that lead to repeat sales.
EverBee
If you’re using EverBee Store, it already includes built-in email tools for sending confirmations, product deliveries, and marketing updates.
MailerLite
If you want more flexibility or use a separate checkout system, I recommend MailerLite.
MailerLite is the platform I personally use. It’s intuitive, affordable, and powerful enough to grow with your business.
You can:
Create opt-ins and lead magnets
Build automated email sequences
Segment your list by audience type
Send branded newsletters easily
Here’s the rule of thumb:
Go with EverBee emails if you want simplicity and everything in one place.
Choose MailerLite if you want advanced automation and long-term list growth.
Either way, set up some kind of follow-up system — because consistent emails are what turn one-time buyers into loyal fans.
Step 4: Record Your Product with Tella
Now for the fun part — creating your content.
Whether it’s tutorials, walkthroughs, or course lessons, my favorite recording tool is Tella.
Tella lets you record your screen, camera, and slides — or a combination — directly in your browser. It’s fast, intuitive, and even lets you edit videos right inside the app.
Think of it as Loom, but prettier and more professional.
I use Tella for:
Course recordings
Template walkthroughs
Client training videos
SOPs and internal tutorials
You can add your brand colors, choose layouts, and export instantly — no editing software required.
And if you don’t want to show your face? No problem. You can record slides and voiceovers only — it still looks clean and polished.
I’m an affiliate because I use Tella constantly — get 30% off your first year here!
Step 5: Track Time & Profits with Toggl Track
Finally, let’s talk about something that directly affects your bottom line: where your time actually goes.
I’ve been using Toggl Track for years, and it’s one of those quiet, powerful tools that makes everything run smoother.
Time leaks = profit leaks.
If you’re not tracking your time, you’re probably underestimating project scopes or spending hours on tasks that don’t move your business forward.
Toggl Track gives you:
Simple one-click time tracking
Billable vs. non-billable hour breakdowns
Profitability reports
Easy client reports and invoicing
Integrations with tools like Asana
And it’s privacy-friendly — no creepy monitoring, just insights that help you make smarter decisions.
If you’ve ever wondered which offers actually give you the best ROI, Toggl Track will show you in black and white.
👉 Try Toggl Track free here.
TL;DR:
You don’t need a massive setup or 20 different tools.
Here’s the short version:
Plan & Manage: Use Asana to organize all your projects, launches, and ideas in one place.
Sell: Use ThriveCart or EverBee Store to set up checkouts or your digital storefront.
Connect: Use MailerLite or EverBee’s built-in email tools to grow and nurture your audience.
Record: Use Tella to create tutorials, trainings, or digital product walkthroughs — no fancy editing needed.
Track: Use Toggl Track to see exactly where your time (and profits) are going.
These five systems work beautifully together — simple, efficient, and scalable. They’ll help you earn more through digital products without adding more to your calendar.
Ready to Systemize It All?
If you’re ready to bring all of this together inside one simple, streamlined setup, grab Asana Essentials.
It’s my complete plug-and-play Asana toolkit built for coaches, freelancers, and service providers who want to:
✅ Simplify and organize their backend
✅ Streamline launches and client work
✅ Build repeatable systems that save hours every week
You’ll get instant access to the same templates I use to manage my own business — so you can skip the overwhelm and start seeing results right away.
