Tag: coaching toolbox

Must Have Coaching Tools for Running a Successful Business

Coaching Toolbox for Business Coaches

As a business coach, you can’t do absolutely everything, and you shouldn’t even try to do that.

There are hundreds of tools out there that can help you tremendously in your day to day business; you don’t need to hire people to take care of a lot of tasks because of those tools.

I will go over a few tools that are a must in your coaching business.


Email Lists: ConvertKit/Mailchimp/ActiveCampaign

I believe that it’s important for you to have a channel that allows you to connect directly to your dream clients, it’s a great way for you to introduce your amazing services, e-courses and blog content to them.

For you to do all this though, you’re going to need some technology behind you!

You can choose from a lot of options out there, but I’ll save you some time.


MailChimp: Cheaper but effective

You don’t have to be a designer or tech whiz to use MailChimp. Their design tools make it easy to create sophisticated campaigns that shine a light on the best of your business

1. Bulk Mailer

Most email services and Internet service providers (ISP) limit the number of emails you can send at one time. This is to prevent spamming. With a tool like MailChimp, you can send an email to an unlimited number of recipients at one time.

2. Greater deliverability

Services like MailChimp work with ISPs and corporate domains to ensure your emails are known as safe and approved. If there is a problem with delivery, MailChimp will attempt to re-send the email and tell you why an email might be bouncing.

3. Adherence to privacy laws

Bulk mailers are required by law to include an unsubscribe link in every email. MailChimp and other email marketing services include this automatically and ask recipients why they are removing themselves from your list.

4. Professional styling

MailChimp offers a wide variety of customizable templates for designing polished emails. You can also build a model from scratch to use with MailChimp.

5. Compatible with various email readers and devices

MailChimp gives your recipients the option to read your emails in fully-styled HTML or text only. They can also click a link to read the email in a web browser instead of their email. Even, did you know that over 50% of emails are now opened up on mobile devices, and this number is only growing? MailChimp also provides you with tools to see how your email campaign looks on a smartphone and other mobile devices.

6. Know if people are reading your emails

If you send an email through your email, you have no idea who opened it. Email marketing tools give you all sorts of fun analytics on successful deliveries and open rates, so you know your fans are listening.


ConvertKit is also an excellent solution for those that are interested in building their list. The great thing about ConvertKit is its additional features that you won’t find in Mailchimp. There’s easy-to-implement tagging of your subscribers and customizable sign-up forms you can easily embed in your site. Whether you’re wanting to explore sending out multiple opt-ins, content upgrades and utilizing automation to welcome your new subscribers ConvertKit is excellent at guiding you through the steps to do so!


Active Campaign: Great things about Active Campaign

• Break your sales funnel into stages
• Create a deal pipeline for each customer segment
• Leave no leads hanging
• Assign deals
• Lead scoring
• Short-term and long-term nurturing sequences
• Use goals & automation split tests to refine email sequences

Sales Pages/Sales Funnels:

It is an all-in-one sales funnel solution for coaches of all varieties. If you’re ready to get serious about building sales funnels that support your business to work while you’re not, then ClickFunnels is the tool for you (plus you can get a free 14-day trial here. You’re welcome.)

ClickFunnels has an easy to use interface that lets you incorporate clocks, animations, videos and other elements on your templates. You don’t require any unique coding abilities; the editor enables you to drag aspects onto the page, change the phrasing, and select colors and typefaces to suit your needs. The quality of the pages produced with ClickFunnels is outstanding, and the style is mobile-responsive which indicates they will look excellent on any mobile phone.

A funnel isn’t merely about creating pages, however also about getting them to connect to particular action flows and integrating things like autoresponders and payment processors for a more automated procedure. ClickFunnels supplies that one platform to construct your whole funnel. You also get tracking and analytics to assist you to see the performance of each funnel so you can enhance and improve it.ClickFunnels is an outstanding, natural product to use for building sales and marketing funnels.

Messenger Bots:

Chatbots have been around in some form for decades, and currently, they exist pretty much everywhere.

A Facebook Messenger bot is a chatbot that lives in Facebook Messenger, and it has access to more than 1 Billion people that are using Facebook Messenger every month.

Chatbots are gaining more popularity in the marketing industry, and this is because they are bringing a new way for businesses to communicate with the world and most importantly with their customers, riding on the exploding popularity of messaging apps.


Why should you choose bots over email?

Facebook Messenger is used by 70% of the app users. That’s a huge number and a lot of opportunities. Even so, only 10% of Facebook advertisers are using chatbots, that’s a lot less competition compared to email where the match is formed of millions and millions of advertisers.

Email click-through rates are stagnant, and they are not showing signs of improvement, 2-4% on average. Chatbots can help you bypass inbox competition too.

People are almost five times more likely to open a Facebook message than an email. It comes more natural, and it doesn’t give people the feeling of being marketed to. Even more, clients or potential clients can respond just by pressing a button, that saves them time and increases the conversion rate for businesses.

You can use different tools to create a messenger bot. ManyChat, Conversable, Chatfuel are a few of them. The other option is for you to hire someone to code the chatbot the way you want it to be.

Membership Site:

Establishing yourself as a premier business growth expert starts with your online presence.

A website can be seen as your image in the online world. It makes you look professional, and it is an outstanding tool for growing your business.

You can use it as proof of your previous work to close the leads you have. It’s useful to get more leads, get traffic to it and convert those leads into clients.

Another great use of it is to give valuable content, either free or through a monthly membership. You can also sell products or different packages for your services.

You can do all of the above; all you need to be creative and implement a wise marketing strategy that is in line with your potential customer’s needs, problems, and desires.

Scheduling tools:

Calendly is one of the most popular scheduling apps around today. The easy-to-use system connects with your calendar to put the scheduling power in your client’s hands.

To set up your Calendly account, you need to set different rules for establishing the days and times you’re available. You can also set buffer times between your meetings and set up rules preventing last-minute bookings.

Calendly can be easily integrated with Zapier, PayPal, Google Analytics. You can improve your entire scheduling process with these options.

Google Calendar is easy to navigate because the layout is extremely straightforward and the display can be customized to individual liking. There is one primary calendar, but for organizational purposes, own schedules can be created for personal, business, or vacation use. Calendars can be shared by merely inviting others through email. Sharing calendars is an invaluable tool in the industry as schedules are always changing. Calendar sharing allows everyone to be on the same page. Permission levels can be set to control the amount of power granted to others that can access calendars. Granting full permission on a schedule allows someone to see and edit the contents of a calendar, which is perfect for a secretary or administrative assistant who takes care of scheduling.