A quick decision filter you can use before you start another free trial, another subscription, or another “this will fix everything” phase.
Most tool problems aren’t tool problems. They’re decision problems.
You don’t need more options. You need a better filter.
This checklist is that filter. Use it before you buy anything, before you start a free trial, and definitely before you convince yourself this time you’ll “set it up right away.”
If you want to see tools in action first, start with a product tour: Product tours (Tech Tools)
Step 1: Name the job (or you’re not allowed to shop)
Write one sentence:
“I need a tool that helps me __.”
Examples:
- “Collect emails and send onboarding sequences.”
- “Sell direct and deliver files automatically.”
- “Track launch tasks and deadlines without chaos.”
- “Schedule social content without living on my phone.”
- “Connect my systems so I stop copy/pasting everything.”
If you can’t fill in the blank, you’re not buying a tool. You’re buying a fantasy.
Step 2: Run the “already own it?” check
Before you add something new, ask:
- Do I already have a tool that can do this?
- Am I avoiding learning the tool I already pay for?
- Is my real issue my workflow, not my software?
A lot of tech stack bloat is just “I didn’t finish setting up the last tool.”
You’re not alone. You’re just human.
Step 3: Pick three non-negotiables (and actually stop at three)
Circle three. Not five. Not ten.
Common author non-negotiables:
- Easy enough to maintain monthly
- No custom code required
- Integrates with my email platform
- Supports my product types (ebooks, bundles, subscriptions)
- Lets me export my data
- Has support/docs I can understand
- Works on mobile (if you manage a lot from your phone)
If a tool fails one of your three, it’s out.
This is how you stop arguing with yourself.
Step 4: Identify your constraint (the real one)
Pick the constraint that matters most right now:
- Time: you need fast setup and fewer moving parts
- Budget: you need value, not bells and whistles
- Brain bandwidth: you need simple, forgiving tools
- Team: you need permissions and handoffs
- Automation: you need integr