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.

facebook ads software

Facebook Ads – PPC


funnelkit software

FunnelKit Pro – Custom Checkouts

Single & multi step checkouts, driving higher order values, increased retention & repeat sales.

google ads

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 manage

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.

linkedin ads software

LinkedIn Ads – PPC



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 1

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.


Zapier – Application Connections

Zapier is a tool that helps you automate repetitive tasks between two or more applications. It’s the software that allows us to connect all the other applications together.  


Zoom – Video Conferencing

Zoom is a cloud-based video communications application, that allows us to set up virtual video and audio conferencing (webinars), which will will use for your offer 2 and paid virtual coaching.