Running a coaching business may seem simple when you’re just starting out., But a few months in, you need to make sure you have the systems in place that will allow you to stay on top of all your clients’ sessions, billing and resources even when you have 10, 20 or more concurrent clients.

Here is a brief outline of the tools you need to run a simple yet effectively organised coaching business:

1. Coaching tools: Scheduling software

The first thing you need to think about is a scheduler. This goes even if you don’t have any clients yet. People need to book a call with you even if they are just a prospect. 

Using a scheduling tool will show prospects how professional and efficient you are. It will give a great first impression and that is the first step towards landing a client. 

This tool is indispensable once you have more clients because it handles your appointments for you, thus allowing clients to book their next call based on the rules you specify. 

You will also be able to reschedule sessions when required without to-ing and fro-ing 20 emails to find a slot. It will become the biggest timesaver in your business over time!  

2. Coaching Tools: Contact Management

If you’ve tried using a sophisticated CRM system before but couldn’t stick to it because it was too complex to use, then what you need is a simple contact management tool like the one in CoachVantage. 

CoachVantage gives you a very simple way to manage your contacts using tags and categories like ‘current client’, ‘hot lead’, ‘prospect’, etc. This allows you to enter your prospects as contacts, follow-up and keep track of your interactions.

It's also great because once they sign up to your coaching service since they’re already in your system, all you need to do is click a button to invite them to create their personal client account portal...

Client onboarding is therefore simplified and you’ll be able to manage your contacts seamlessly from prospecting to contracting to coaching, all from the same platform.

3. Coaching Tools: Sales Pages and Invoicing

Probably the most important tools of all are the ones you need handy during your discovery calls. During such calls, it’s important to have all your sales touchpoints handy. You’ll need your sales page complete with payment integration, your packages with details at the ready and a scheduling tool too.

On CoachVantage, your sales page is created automatically for you when you create your coaching package... Your sales page is integrated with your payment processor (such as PayPal or Stripe). This means that all you need to do during your discovery call is to share the CoachVantage ‘sales’ page which contains your full package details and the payment page.

When the client decides to buy, they pick one of the payment options you provided (full payment or monthly payments), fill in their details and get through the onboarding process. 

All of this can be easily completed online with the sales page, without any manual intervention from you... 

Invoices are also created automatically so there is nothing left for you to do, but turn up for the first call to kick off your client’s program.  

You can get the 3 tools described above in one software, CoachVantage. Register for the CoachVantage Free Trial Here to check out the tools described above.