Software + Platforms
There is no single software application for the multiple processes involved for running your coaching business; we looked, we tested and all have strengths and weaknesses. So we've put together a suite of software platforms and apps, tailored for coaches, each selected for functionality, ease of use, cost and future development.
It is imperative you keep these accounts in your/coaching-company name; we've seen too many people try to move from an Agency, only to find they'd lose all their accounts and data because it's set-up in the Agency's name.
As part of our coach creator automation we send a series of Action emails, detailing the coaching software you'll needed and exactly what you need to do.
ActiveCampaign – Automation + CRM
ActiveCampaign is the software platform for your customer experience automations, which combines the email marketing, marketing automation, sales automation, and CRM categories. It is the hub of the whole system.
ActiveWoo – AC Integration Plugin
ActiveWoo is a 3rd party integration plugin, that connects your WooCommerce shop to ActiveCampaign.
Calendly – Automated Bookings
Calendly describes themselves as the hub for scheduling meetings. We use it to automate your bookings with your Zoom client meetings, both free and paid.
FunnelKit Pro – Custom Checkouts
Single & multi step checkouts, driving higher order values, increased retention & repeat sales.
Google Ads – PPC
Promoting your coaching business to reach targeted customers, via Google’s online advertising program, Search and Partner network, plus YouTube.
Google Tag Manager – Tracking
Measuring your digital marketing ROI is imperative, for the progress of each campaign and to make sure it’s meeting its objectives.
Stripe – Payment Provider
Stripe is a payment gateway, trusted and used by big names brands worldwide, that is configurable to accept recurring/subscription payments and can process refunds automatically.
Woocommerce – eCommerce
WooCommerce is an open-source e-commerce plugin, developed as an extension of WordPress, which is the most popular website builder on the market. This adds the shopping cart functionality to your site, for your paid coaching sessions.
