Simple Takes Work

Simple takes work, but it works.

Aug 08 • 8 min read

The 3-Tool Rule: How I Helped Sarah Cut Her Monthly Software Costs by 78% (And Triple Her Focus)


The 3-Tool Rule: How I Helped Sarah Cut Her Monthly Software Costs by 78% (And Triple Her Focus)

Hey Reader,

Last Tuesday, Sarah messaged me in tears.

She's a ceramics artist who'd built her business to $8K/month over two years. Impressive, right? But here's what was happening behind the scenes: She was spending 4 hours every morning just checking different platforms. Etsy messages, Instagram DMs, TikTok comments, email from three different accounts, Shopify notifications, Facebook group posts, Pinterest analytics, and her "customer relationship management system" (aka a Google Sheet with 47 tabs).

"I feel like I'm drowning in my own success," she said. "I have all these tools to help me, but I'm spending more time managing the tools than making pottery."

Sound familiar?

The Problem: The Tool Trap Is Stealing Your Business

Here's the brutal truth most productivity gurus won't tell you: Every additional tool you add creates exponentially more complexity, not linear improvement.

Let me show you what I mean with real numbers from three businesses I've worked with recently:

Jessica (Digital Course Creator):

  • Tools before: 23 different platforms
  • Time spent on "admin" daily: 3.2 hours
  • Revenue per hour worked: $31

Marcus (Print-on-Demand Seller):

  • Tools before: 19 different platforms
  • Time spent on "admin" daily: 2.8 hours
  • Revenue per hour worked: $22

David (Consulting Business):

  • Tools before: 31 different platforms (yes, thirty-one)
  • Time spent on "admin" daily: 4.1 hours
  • Revenue per hour worked: $18

Notice the pattern? The more tools they had, the less money they made per hour of actual work.

But here's what's really happening under the surface:

The Hidden Costs Nobody Talks About

  1. Context Switching Tax: Every time you jump between platforms, your brain needs 3-7 minutes to fully refocus. With 15+ tools, you're losing 2+ hours daily just to mental gear-shifting.
  2. The Integration Nightmare: You spend more time making tools talk to each other than using them productively. I've seen people spend entire weekends setting up Zapier workflows that break the next week.
  3. Decision Fatigue Compound Interest: Each platform has its own notification settings, dashboard configurations, and "optimization" recommendations. By noon, you're making decisions about decisions about decisions.
  4. The Update Treadmill: Software changes constantly. What worked last month breaks this month. You become a part-time IT department for your own business.

The conventional advice? "Find better tools" or "hire a VA to manage them."

That's like suggesting more medication to fix side effects from other medications. You're treating symptoms, not the root cause.

The Framework: The 3-Tool Rule System

After analyzing the workflows of 200+ successful small business owners, I discovered something counterintuitive:
The most profitable businesses typically use the fewest tools.

Specifically, they follow what I call the 3-Tool Rule:

Every business function should be handled by a maximum of 3 tools, with 1 being the primary workhorse.

Here's how it breaks down:

Phase 1: The Business Function Audit

First, map every single thing you do into one of these 5 core functions:

  1. Create (making your product/service)
  2. Connect (communicating with customers)
  3. Convert (turning prospects into buyers)
  4. Collect (processing payments)
  5. Calculate (tracking performance)

Don't skip this step. I know it seems obvious, but when Sarah did this exercise, she realized she had 4 different tools just for "connecting" that were doing essentially the same thing.

Phase 2: The Tool Stack Mapping

For each function, list every tool you currently use. Be brutal. Include:

  • Browser bookmarks you check daily
  • Apps on your phone for business
  • Software you pay for monthly
  • Free tools you "might need someday"
  • Spreadsheets and documents you update regularly

Sarah's initial list for "Connect":

  • Etsy messaging
  • Instagram DMs
  • Gmail (personal)
  • Gmail (business)
  • Facebook Messenger
  • WhatsApp Business
  • Calendly
  • Acuity Scheduling
  • Slack (for her VA)
  • Google Drive comments
  • Loom for customer videos

That's 11 tools for one function. No wonder she felt scattered.

Phase 3: The Consolidation Decision Tree

For each function, ask these questions in order:

Question 1: "What's the ONE tool that handles 80% of this function's volume?"

  • This becomes your Primary Tool
  • Everything else gets evaluated for elimination

Question 2: "What's the ONE unique capability I absolutely cannot replicate in my primary tool?"

  • This might become your Secondary Tool
  • Only if it's truly irreplaceable

Question 3: "Is there anything left that's genuinely mission-critical?"

  • This could become your Tertiary Tool
  • But question it three times first

Question 4: "Everything else gets deleted, cancelled, or ignored."

  • No exceptions
  • No "but what if" scenarios

The 3-Tool Rule in Action

Let me show you exactly how this played out with Sarah's business:

BEFORE (Connect Function): 11 different communication tools, checking them throughout the day, 90% message duplication, constant anxiety about "missing something important"

AFTER (Connect Function):

  1. Primary: Email (Gmail business) - 80% of customer communication
  2. Secondary: Etsy messaging - platform-required, can't replicate elsewhere
  3. Tertiary: Instagram DMs - significant sales source, checked twice daily

Result: From 11 tools to 3. From scattered all-day checking to focused communication blocks at 9am and 4pm.

Real Examples: The 3-Tool Rule Transformations

Case Study 1: Marcus (Print-on-Demand Empire)

The Challenge: Marcus was running print-on-demand across 6 platforms with 19 different tools. His "optimization" routine took 3 hours every morning.

The Transformation:

Create Function (Designing Products):

  • Before: Canva, Photoshop, Figma, Procreate, Adobe Illustrator
  • After: Canva Pro (primary), Photoshop (specialized edits only)

Connect Function (Customer Service):

  • Before: 8 different messaging platforms
  • After: Email (primary), platform-native messaging (secondary)

Convert Function (Marketing):

  • Before: Buffer, Later, Hootsuite, Facebook Creator Studio, TikTok Business, Pinterest Business
  • After: Later (primary), Pinterest native (secondary)

Results after 60 days:

  • Tools reduced from 19 to 8
  • Morning routine cut from 3 hours to 45 minutes
  • Revenue per hour increased from $22 to $67
  • Stress levels: "I actually enjoy running my business again"

Case Study 2: Jessica (Digital Course Queen)

The Challenge: Jessica had built a successful course business but was drowning in the tech stack. She spent more time in dashboards than creating content.

The Transformation:

Create Function (Course Content):

  • Before: Teachable, Kajabi, Notion, Google Docs, Loom, Canva, Adobe Premiere
  • After: Kajabi (primary - handles course hosting, email, sales pages), Loom (quick video creation)

Convert Function (Sales & Marketing):

  • Before: ConvertKit, Mailchimp, Facebook Ads Manager, Google Analytics, Hotjar, OptinMonster
  • After: Kajabi's email system (primary), Facebook Ads Manager (secondary)

Calculate Function (Analytics):

  • Before: Google Analytics, Facebook Analytics, Kajabi Analytics, ConvertKit reports, custom spreadsheets
  • After: Kajabi native analytics (primary), simple profit/loss spreadsheet (secondary)

Results after 90 days:

  • Monthly software costs dropped from $847 to $297
  • Content creation time increased by 12 hours/week
  • Launch conversion rates improved by 34% (due to simplified sales process)
  • Quote: "I remembered why I started this business - to teach, not to manage software"

Case Study 3: David's Consulting Comeback

The Backstory: David ran a successful marketing consultancy but had accumulated 31 different tools over 5 years. He was paying $1,200/month in software subscriptions and spending entire days just keeping systems updated.

The Brutal Simplification:

Connect Function (Client Communication):

  • Before: Slack, Teams, Zoom, Calendly, Acuity, email, WhatsApp, project management tool messaging
  • After: Email (primary), Zoom (meetings), Slack (active projects only)

Create Function (Deliverables):

  • Before: Adobe Creative Suite, Canva, Figma, Notion, Google Workspace, Airtable, 3 different presentation tools
  • After: Google Workspace (primary), Canva Pro (design needs)

Calculate Function (Business Intelligence):

  • Before: 12 different analytics and reporting tools
  • After: Simple Google Sheets dashboard (primary), QuickBooks (accounting)

The Shocking Results:

  • Cancelled $923 in monthly subscriptions
  • Eliminated 23 tools entirely
  • Client satisfaction scores increased (simpler communication = better relationship)
  • Personal stress levels decreased dramatically
  • Time spent on actual consulting work: increased by 15 hours/week

David's best quote: "I thought I was being sophisticated with all these tools. Turns out I was just being complicated."

Implementation Guide: Your 3-Tool Rule Rollout

Here's exactly how to implement this system in your business this week:

Monday: The Reality Check

Set a timer for 30 minutes. Go through your phone, computer, and browser bookmarks. List every single business tool you use. Don't edit - just capture everything.

Tuesday: The Function Sort

Take your complete list and sort each tool into the 5 core functions (Create, Connect, Convert, Collect, Calculate). You'll be shocked at how many duplicates you find.

Wednesday: The Primary Tool Selection

For each function, identify your ONE primary tool using this criteria:

  • Handles the highest volume of that function
  • You're already proficient with it
  • Integrates reasonably well with your other primaries

Thursday: The Ruthless Cut

Everything that's not primary gets evaluated for elimination. Be brutal. The question isn't "might I need this someday?" but "would I pay $100/month for this specific capability?"

Friday: The Implementation

Cancel subscriptions, delete apps, export any critical data. Set up your simplified workflow and test it with real work.

Weekend: The New Routine

Create your new daily routine using only your essential tools. Notice how much mental space you've created.

Common Pitfalls (And How to Avoid Them)

Pitfall #1: The "But What If" Paralysis

What happens: You get stuck because you can't imagine giving up Tool X "just in case" you need its specific feature someday.

The fix: Ask yourself: "In the last 30 days, how many times did I use this tool's unique capability?" If it's less than twice, eliminate it. You can always re-add tools later, but you'll probably never need to.

Pitfall #2: The Gradual Creep-Back

What happens: You successfully simplify, but over the next few months, new tools slowly creep back into your stack. "Just one more" becomes "just like before."

The fix: Institute a monthly Tool Audit. Set a calendar reminder to review your current stack and eliminate anything that's not earning its place. New tools require eliminating old ones first.

Pitfall #3: The Team Resistance

What happens: If you have team members or VAs, they might resist the simplification because they're comfortable with the current (complicated) system.

The fix: Involve them in the selection process, but hold firm on the 3-tool limit. Often, team members will be relieved once they see how much simpler their work becomes.

Pitfall #4: The Feature Comparison Trap

What happens: You get sucked into comparing feature lists between tools instead of focusing on actual usage patterns.

The fix: Track your actual behavior for a week before making any changes. Most features we think we "need" are actually rarely used.


The hardest part about business simplification isn't figuring out what to do - it's getting comfortable with doing less.

Sarah's pottery business now runs on 9 tools instead of 23. Her morning routine takes 35 minutes instead of 4 hours. She's making more pots, serving customers better, and actually enjoying her business again.

More importantly, she sleeps better at night because she's not mentally juggling dozens of platforms and notifications.

That's what real simplification looks like. Not just fewer tools, but more focus, more profit, and more peace of mind.

If you want to workshop your specific situation and get real-time feedback on your simplification strategy, we dig into stuff like this regularly in our Skool community. And if you're ready for the complete system - including the exact tool selection frameworks and elimination scripts I use with clients - the Platform Purge guide walks through everything step-by-step.

But honestly? You can get started right now with just the 3-Tool Rule. Pick one function. Map your current tools. Choose your primary. Cut everything else.

Your future, less-overwhelmed self will thank you.


What's one tool you know you should eliminate but haven't yet? Hit reply and tell me - sometimes just naming it out loud is the first step.


P.S. When you're ready to take the next step, here's how I can help.


Kayin Hunter

Simple Takes Work

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