7 Tools and Resources My Business Coaching Practice Can’t Live Without

by | Jan 1, 2022 | Business Coaching Tools

person using digital and analog tools

Running a successful business coaching practice requires more than just an effective marketing strategy and excellent coaching skills (though those are the basics, of course). There are particular tools and resources that help everything run more smoothly–from cloud-based software to service providers that make all the difference.

So today, I thought I’d peel back the curtain on what we use here at the Coaches’ Coach to make our business hum along–as well as the resources we recommend to our clients. Note: we’re not affiliates for any of these (with the exception of ConnectAndSell), we’re just sharing the love because they’ve helped us and can certainly help you!

Running a successful business coaching practice requires more than just an effective marketing strategy and excellent coaching skills (though those are the basics, of course). There are particular tools and resources that help everything run more smoothly--from cloud-based software to service providers that make all the difference.

Tech Tools

Website: WordPress + Divi Builder

Our website is built on WordPress, using the Divi Builder by Elegant Themes. This is front-end, drag-and-drop builder made it easy for our designer and developer to put together the fresh, mobile-friendly look you see here; plus, it’s intuitive enough for my virtual assistant to make edits in a pinch. If your website is a little lackluster, hire a freelancer to use WordPress and Divi to give your site a makeover. These days, a good-looking, well-functioning website isn’t optional; it’s foundational for any business to grow.

CRM: Keap/Infusionsoft

We’ve used Keap (formerly known as Infusionsoft) as our core CRM and sales and marketing automation tool for over a decade. It’s a robust inbound marketing platform that allows us to create and send email campaigns, follow up automatically with prospects, process payments (including recurring payments), and keep in touch with our clients. It’s robust, and so requires some training to get everything out of it, but their onboarding process is thorough and they update regularly to stay on-trend with the latest marketing tactics.

Marketing: Click Funnels

We use Click Funnels to quickly and easily create landing pages for our ebooks and resources. It integrates with Keap, so that our data doesn’t get lost, and allows us to build, launch, and test multi-step marketing and sales funnels. They have built-in A/B testing functionality that allows you to make sure your campaigns are as effective as possible.

Outsourced Talent

Phone-Based Lead Generation: ConnectAndSell

Over the years, we’ve used dozens of vendors that provide outsourced telemarketing and appointment setting. One of our favorites is ConnectAndSell. They’ll call prospects for you and set appointments on your behalf, so that you can focus less on cold calling and more on converting prospects and appointments to paying clients.

Everything Else: Upwork

Upwork is the world’s largest freelance marketplace. We’ve used it regularly over the years to find copywriters, web developers, designers, virtual assistants, and more. Whether you’re in need of temporary, project-based work, or ongoing help, you should be able to find someone on Upwork. The contractors on Upwork are rated and vetted, and your money is protected: if your contractor doesn’t deliver as agreed, you can recoup your investment. They also handle things like 1099s and reports.

Sales Tools

Automated Scheduling: Calendly

Want to stop going back and forth trying to find appointment times? Want to be able to turn your calendar over to your outsourced telemarketer or virtual assistant to make appointments on your behalf? Calendly integrates with your Google or Outlook calendars and allows people to book their own meetings at a time that works for you both. The free version is perfectly adequate for most business coaches, although some of their premium packages offer nice perks.

Prospect Research: People Looker

If you’re prospecting for new potential clients or strategic partners, you know the experience of being unable to find the contact information for the decision-maker. People Looker offers an affordable monthly membership that will search public records and very often finds up-to-date contact information for folks you might have trouble contacting otherwise! (Quick note: with great power comes great responsibility. Be sure to read the terms and conditions for what is an ethical, vs. unethical, use of this data!)

These are just a handful of the tools and resources we use at the Coaches’ Coach to keep our business firing on all cylinders. We peel back the curtain even more on the tools we recommend inside our membership portal. Get a FREE 30-day trial to see even more!

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