Today, I want to talk to you about some of my favorite tools.
But not the kinds of tools that you might be thinking about because eyelash curlers
and lipstick will not help you grow a successful coaching business.
If you feel overwhelmed with all the different tech tools out there, I understand.
You're not quite sure what you need, what you don't need and where to spend your money.
Today, I want to take you on a tour behind the scenes into my business and show you exactly
what I use from productivity to design tools to customer relationship management and scheduling
tools to help my business run smoothly.
Before we get started, make sure you hit the bell and you subscribe to our channel so you
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All about helping you go from passion to profits in your coaching business.
Hi there coach.
It's Carolin Soldo here and I'm the founder of Brand Your Passions and The Powerhouse
Coach and I specialize in helping men and women just like you go from zero to full-time
income in your coaching business in less than four months.
Business tech tools are some of the things that you really need to master to do just
that.
Let me show you the 12 tools I use every single day to make my clients and my team happy and
run everything as smoothly as possible.
Tool #1 is ONTRAPORT.
ONTRAPORT is one of my favorite online tools because it does so much and you get so much
for your money.
ONTRAPORT is at the core a customer-relationship management tool.
It has so many different things but as a new coach, you will be using ONTRAPORT as your
email management system, the system where you send your newsletters, where you send
your followup sequences for your lead magnets.
And then later on as you bring in clients into your business, you can actually charge
your clients with payment plans and all those important things.
Tool #2 is ClickFunnels.
ClickFunnels is an amazing tool.
It is very flexible.
It's high end and we've actually been able to earn over a million dollars in income with
ClickFunnels and this year, we were awarded the 2 Comma Club Award which means that we
have officially earned over a million dollars in income with ClickFunnels.
Now, I use ClickFunnels for many different things but at the core, ClickFunnels helps
you with your lead generation and you're able to create a sales funnel that brings in new
leads and prospects into your business literally everything you need to create a high converting
sales funnel for your coaching business.
Tool #3 is Podio.
And Podio is a customer-relationship management tool.
As your business grows and you go from 20 to 30 clients into 50 clients, 100 clients,
maybe hundreds of clients, it will be more and more important for you to track what's
going on within your customer base.
It's not only me coaching my clients but my team is coaching clients and therefore, it's
really important that I have an eye into my client base.
As you grow and scale your coaching business, it will be more and more important for you
to install a tool like Podio so that you never lose track of your customer base.
Tool #4 is Zendesk.
As your business grows, it will be important for you to install a support desk and Zendesk
makes it really easy for you to track the tickets to make sure that you're answering
everything, to see who a question is assigned to, to see if it's open, close or pending,
to reply through Zendesk and it's a really nice way for you to manage clients and achieve
really nice experience for your clients.
Tool #5 is Canva.
Oh, and how we love Canva.
Thank you so much to the founder of Canva for creating Canva.
No, seriously, if you want to design it, you can design it inside of Canva.
We use Canva for almost everything in our business.
I highly recommend Canva.
It's not expensive at all.
It's an amazing tool and it's going to save you tons of time and make your business look
really professional.
Tool #6 is Google Analytics.
Now, Google Analytics is a tool that does so many different things but in our business,
we use it for tracking purposes.
We look at how many hits we receive, how many visitors we receive.
We can track the results of our YouTube advertising campaigns and so much more.
Google Analytics is a tool that will help you analyze the traffic you're receiving,
where it's coming from, how it's finding you and help you make those important decisions
you need to make as a business owner for your coaching business.
By the way, what's your favorite business tool?
Let me know which tools you prefer to use in your coaching business and put the names
of your tools and the links below in the comments.
Tool #7 is QuickBooks.
QuickBooks is a tool you should be using from day one.
It helps you get your finances straight.
Really, it helps you make sure that you have everything in order when it comes to your
income and your expenses.
Inside of QuickBooks, you want to make sure that you enter your expenses and you categorize
them appropriately.
You also want to enter your income by customer and you want to enter payments that you'll
be receiving in the future so that you know what's leaving your account, what's coming
into your account and you have an accurate representation of your profit and loss at
the end of every month.
This is also going to make it really easy for your accountant to do your taxes at the
end of the year.
Tool #8 is Wufoo.
It sounds like woof.
In our business, we're using Wufoo when we collect information from our prospects before
they jump on a call with us.
As our leads flow through our sales funnel and they get to the point where they're about
to book a call with my team, they will complete the call booking and then they will ask them
to fill out a survey that is a pre-call survey.
The best part about Wufoo is that it actually integrates with our scheduling tool, Acuity
Scheduling.
When we have Wufoo forms filled in and we integrate that with Acuity Scheduling, you
can actually see the Wufoo data inside of Acuity.
When you look at your calendar and you see certain Discovery Calls booked on your calendar,
you can click on them and you can see the data that comes from Wufoo inside of Acuity
which saves you a tremendous amount of time.
It makes it really easy for you to be prepared and with just a click, you can see who you're
about to speak with.
Tool #9 is Dropbox.
If you don't already have Dropbox, I highly recommend it.
You should know what Dropbox is for sure.
In Dropbox, we have workbooks, we have even videos.
We have checklists.
We have examples.
We store all kinds of different documents inside of Dropbox and inside of our membership
site, we have links to Dropbox where our clients can access the important information and documents
they are looking for.
Tool #10 is Acuity Scheduling.
And oh, how I love Acuity Scheduling.
It's one of my top tools, one of my favorite tools.
And as a matter of fact, we had someone from Acuity come and speak at our event last year
and we were so honored to represent Acuity Scheduling at From Passion to Profits LIVE
in Las Vegas.
Acuity Scheduling is great for so many different reasons.
In the beginning, it might just be you and that's okay.
You still need a professional way for your clients to be booking their sessions with
you as a coach.
Now, the beauty of Acuity Scheduling is that it is extremely flexible and it can accommodate
a lot of customizations.
For example, we customize the confirmation emails.
We insert logos.
We insert custom texts so that the confirmation emails and the reminder emails look as though
they come from us.
If you want to see Acuity Scheduling in action, take a look at our discovery call booking
page.
Go to www.carolinsoldo.com/booknow and take a look at the Acuity Scheduling page and how
it works.
Tool #11 is Adobe EchoSign, and Adobe EchoSign is a tool you should be installing on day
one even as a new coach.
In Adobe EchoSign, you can actually upload your client agreements, insert a signature
line and send them electronically to your clients where they can open the document,
review the agreement and sign it right then and there.
It's a very easy way for you to have your clients sign your coaching agreements and
get on your way to coaching them.
The last tool that I want to talk to you about, tool #12 is Zoom.
Zoom has so many different capabilities, it can screen share.
It can record your sessions.
There is a chat feature involved.
It makes break out rooms and it gives you the flexibility you need to create an amazing
customer experience.
Zoom actually allows you to host public webinars where you can advertise a webinar and people
can actually join you and watch you live as you present your topics and you give your
expert talks.
If you're looking for a more complete listing of business tools and all the different systems
you may want to consider for your coaching business, click on the link below in the description.
This is a link to our business tech tools checklist with all the different tools we
recommend to you, where to get them, and even how to use them.
If you want to know how to get all the coaching clients you could ever want, sign up for our
latest web class.
There's a link below in the description and in that web class, I'm going to show you the
three simple secrets and the three steps you can take right away to get all the coaching
clients you could ever want.
I hope today's episode served you and I was able to take away some of that frustration
and overwhelm for you.
Go ahead, explore the tools, approach them with a playful attitude and you'll see that
they will save you lots of time and money in the process.
If you liked the video, hit the like button below.
Subscribe to our channel and I'll see you next time.
Take care.
Do you want to build a successful online coaching business but you're not sure how to get started
and you're scared of wasting time and money on the wrong steps?
Let me be your coach and show you the right steps to quickly launch your business, attract
the perfect clients and multiply your income.
To learn more, go to coachingbusinesstraining.com.