Resources we actually use.
Piedmont Avenue Consulting is a registered partner with companies whose products and solutions we use to streamline our clients' business processes. The recommendations on this page reflect what we actually run on day-to-day — not affiliate-only relationships. Plus books from David Mitroff, Ph.D. and free downloadable guides.
Tools and partners we use.
Software and services we use across our consulting engagements and recommend to clients. Most include a partner-exclusive perk for Piedmont Avenue Consulting clients.
vCita
Lead generation, online appointment scheduling, and invoicing for small businesses in one platform. The scheduler that powers every "Schedule a Call" link on this site — including the consulting interview booking.
WP Engine
Managed WordPress hosting purpose-built for performance, security, and scale. We host WordPress client sites with WP Engine when speed and uptime are mission-critical.
FreshBooks
Cloud-based accounting software designed for small client-service businesses that send invoices and bill for time. Time tracking, invoicing, expenses, and client payments in one place.
Robly
Email marketing automation with patented OpenGen technology — automatically resends campaigns to subscribers who didn't open the first email, with a different subject line. Robly A.I. sends each message at the moment a subscriber is most likely to open.
Gusto
Payroll, benefits, and HR software for modern companies. Gusto serves over 40,000 businesses nationwide and handles tax filing, benefits administration, and onboarding in one workflow.
ZipRecruiter
Online job distribution and applicant tracking. Aggregates applications from 100+ job boards and includes screening tools. The hiring platform we use for our own roles and recommend to clients hiring across operations and trades.
Eventbrite
Global marketplace for live experiences. Plan, promote, and sell tickets, with publishing across Facebook, X, and other platforms. Powers our Professional Connector events and Bay Area networking mixers.
Basecamp
Project management and team communication in one place. To-dos, message boards, schedules, docs & files, and group chat — without the tool-sprawl of separate Slack + Asana + Drive setups.
Bitly
Link shortening and management platform that processes 600+ million links per month. Branded short links, click analytics, and QR codes — useful for social media campaigns and offline-to-online tracking.
Instapage
Landing page platform for marketing teams and agencies. Maximize post-click conversion rates with personalized landing pages tied to your paid advertising campaigns. The conversion optimization layer between Google Ads and your site.
Cogsworth
Smart appointment management software for businesses with complex booking flows — multiple locations, services, and team members. Calendar sync across Google, Office 365, and iCloud.
CaterZen
All-in-one catering software for tracking emails, phone calls, meetings, orders, quotes, proposals, and activities. Identifies and attracts valuable catering clients, increases average client revenue, and nurtures repeat sales.
Books by David Mitroff, Ph.D.
Practical guides distilled from 14+ years of consulting work — published for business owners, marketers, and legal professionals putting strategy into practice.
Growth Strategies
Online Business Growth Strategies
A practical guide to digital marketing fundamentals — brand awareness, lead generation, customer loyalty, and the integrated approach that ties them together. Written for business owners and operators putting growth strategy into action.
Inquire about a copyGrowth Strategies
Law Firm Business Growth Strategies
A nine-step practical guide to digital marketing for legal professionals. Compliance-aware positioning, reputation management, content marketing, and the marketing infrastructure that drives qualified consultations. Free copy with any 2-hour law firm consulting engagement.
Law Firm EngagementFree downloadable guides.
Free practical resources — no consulting engagement required. Subscribe to receive the download.
Influencer Outreach Guide
A practical playbook for identifying, contacting, and partnering with influencers in your category. Templates for outreach, partnership terms, and measurement frameworks for evaluating ROI from influencer campaigns.
Request the guidePiedmont Avenue Newsletter
Weekly insights on marketing, business consulting, and growth strategy. Short, practical, and free — based on what we're seeing across our active consulting engagements. Unsubscribe anytime.
SubscribeProfessional Connector Events
Bay Area business networking and social mixers organized by Piedmont Avenue Consulting. Hundreds of events promoted across SF, Oakland, and Walnut Creek. Free to attend; sponsorships and speaking opportunities available.
Upcoming EventsPiedmont Avenue Consulting Partnership Program.
If you build a product or service that helps small and mid-sized businesses run better — and you want to be considered for the recommended tools list above — we'd like to hear about it. Partnerships are evaluated on actual fit with the work we do, not just affiliate commissions.
Ready to put these tools to work?
The complimentary consulting session reviews your business and marketing strategies. We present services, solutions, and resources customized to fit your needs — including the right partner tools from this page for your specific operation.
Or call +1 (510) 761-5895