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3 Essential Tools No Coach Should Live Without

Updated: Aug 2, 2022

Running a million dollar coaching business is no easy task. I frequently work with clients who have big dreams, and it's just not possible to achieve them without putting some key systems and tools in place beforehand.

You know how the saying goes: what got you here won't get you there.

What got you to 6 figures isn't going to get you to 7 figures. And what got you to 7 figures definitely won't get you to 8 figures.

As an operations consultant, I'm always on the lookout for new tools that will help my clients scale their businesses. After all, if they're going to achieve big things, they need to have the right things in place to make it happen!

And with the help of the right tools, it can be a lot easier than you think!

There are three essential types of business tools for coaches that I love—ones that I believe every coach should use to make their business run like a well-oiled machine.

Communication Tool

Solid communication is essential to keep your business running smoothly. While a professional email is a standard tool you won't want to skip setting up, a chat software like Slack can make the day to day operations within your team that much smoother.

In fact, when communication runs smoother in your coaching business, you may even find you can save time and money while getting more done.

Communication tools can also help you keep your business organized. For example, if you have a group coaching program, you can use a group chat to keep everyone on the same page. This means no more missed trainings or confusion about what needs to be done next.

I highly recommend using Slack for its simplicity to set up and use. Plus, it allows you to create personalized notification settings so you can be a boundaries badass in your business!

Project Management Tool

As a business grows, it becomes more and more difficult to keep track of all the moving parts. A project management tool can help you and your team stay organized and on top of deadlines. I recommend Notion—it's like a second brain and amazing for my neurodivergent clients—but Clickup and Asana are other popular business tools for coaches.

A good project management tool is important for coaches specifically because you often have to manage not only your own time and projects, but also the time and projects of your coaching clients.

Tools like Notion allow you to create separate databases and sets of tasks so you can separate what needs to be done internally with what your clients need. You can even set up custom dashboards to track your coaching clients' progress over time!

Automation Tool

Automation tools like Zapier are life saving business tools for coaches growing million dollar businesses! With automation tools you can connect the different software you use to save time by automatically transferring data between them.

For example, you could set up a Zap (an automated task) that automatically adds new contacts from your email list into your CRM.

Or, if you're using a tool like Acuity Scheduling to schedule coaching calls, you can set up a Zap that automatically sends your new coaching clients a welcome email with information about how to prepare for their first call.

Some of my favorite ways to automate your coaching business are:

  • Collect applications for your programs and send customized responses

  • Send welcome emails and new client surveys when someone purchases a coaching package

  • Offer upsells and higher ticket packages automatically to new clients

  • Offboard coaching clients and gather testimonials

Automation tools make it possible to scale your business without having to hire a team of assistants—which helps you lead a small but mighty team!

No business can run without the right tools in place, and these three essential types of business tools for coaches will help you keep your business organized and on track.

If you're looking to take your business to the next level, make sure to try out these tools today—or you can schedule your VIP Day where we'll work together to put the exact systems, processes, and tools in place so you can scale your business swiftly and effortlessly!

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