Setting your business up right from the beginning will save you so much time, money, and headache. There are several tools that you should have even if you’re brand new to business, and definitely if you’re looking to scale. Which is why I’m giving you my top 10 list of resources for building a successful coaching business.

“One of the things I like to think about is making decisions from where I want to be, not from where I currently am.” -Emily Williams

First of all, you spend a lot of time collecting emails and finding leads. You need a reliable place to store them and keep track of customer information which is why you need a client relationship management tool. We use ActiveCampaign and love it. We started off with MailChimp but it just wasn’t enough to keep up with our business. 

If you’re planning on having a membership site or to build courses, then you’ll definitely want to look into Kajabi. We are moving away from Kajabi ourselves but not because there is anything wrong with the platform. It’s super easy to use and can be used as a CRM, website builder, funnel builder, shopping cart holder, etc. It’s definitely a good one to look into.

We use several different tools to design the various bits and bobs in our business, but the best one that we’ve found for teams is Canva. It’s an amazing tool that allows team members to work on projects together without losing any work. 

Listen in to hear all of the resources I recommend and check the links below if you’d like to check them out yourself. Most of these links are affiliate links, but I wouldn’t recommend them if I didn’t love them.

Which tools are your favorite? 

In this Episode: 

[01:41] A quick disclaimer about the list of tools I’m giving you. 

[02:55] Which CRM should you use? 

[04:13] Why Kajabi is an amazing tool for your membership site and courses. 

[05:38] You have to have a scheduling tool.

[06:44] Adobe products are great for design, but Canva is amazing for use by teams.

[07:41] Trying to run Facebook Ads? Check out the Successful Ads Club. 

[08:52] Need contracts for your biz? 

[09:21] Which website platform should you use? 

[11:32] How are you communicating with your clients and team members? 

[12:42] You must have a project management tool. 

[14:34] Why you need to have a Loom account.

[16:57] Quick recap of the tools you need for your business. 

Links & Resources: 

Click to learn more about I Heart Coaching

Please note, these are affiliate links (all the same for you, but we will be compensated if you sign up!)

1. Acuity
2. Calendly
3. Successful Ads Club
4. Contract Shop
5. Showit  + Tonic Site Shop (you can also use the promo code IHEARTMYLIFE to save 15% on your template)
6. Slack
7. Asana
8. Loom
9. Kajabi
10. ActiveCampaign

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Email: info@iheartmylife.com

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Quotes: 

“One of the things I like to think about is making decisions from where I want to be, not from where I currently am.” – Emily Williams