As a business, life or wellness coach, it helps to have the right tools in place. You need tools for marketing, managing clients, billing, tracking client progress and more. Here are 9 Coaching Tools for you to consider when a setting up a new coaching practice or if you’re already in business but are ready to grow to the next level or streamline your processes.
1) Coaches Console
Track client progress, manage billing, set up a website - Coaches Console is an all-in-one solution for your coaching practice that automates many of the coaching functions and which allows you to capture client information and progress within the system. It also includes a website builder, a billing function, calendering and more… Free trials available.
Visit: Coaches Console
2) Time Trade
Automate Scheduling to save you time! Allow people to schedule meetings based on your pre-set openings. Save time managing the back and forth of scheduling and integrate with your Windows Outlook Calendar or Google Calendar (no Mac support yet though…). Free trials available.
Visit: Time Trade
Get found by potential clients. A directory that allows you to post your listing and to respond to potential client inquiries. A limited, free account is available and there are additional pricing options for increased visibility.
Take credit cards from your smart phone. If you do presentations, seminars or live coaching, nothing’s more important than being able to ring up clients on the spot. Square is a cutting-edge system that turns your iphone, ipad or Android phone into a card reader. Set up is free and cost is 2.75% per transaction (all cards) as of this post. For online payments to get started, try Google Checkout or Paypal.
5) Google Docs
Free document creation software. For basic presentations, word processing, spreadsheets, surveys and more, try Google Docs. The other advantage is that everything is hosted “in the cloud” on Google’s servers so you can access from any computer. Other options include Microsoft Office (Windows or Mac) or Apple iWork (Mac).
Visit: Google Docs
6) Finances Tracking Tools
Track your $’s. Tracking your finances helps you measure whether your business is in the Black or the Red. This great post rounds up 12 options including Mint and Yodlee.
Visit: 12 Finances Tracking Tools
7) WordPress / Bluehost
Set up a scalable, flexible website and/or blog. Your website and your blog are your Internet “home base”. There are a lot of options out there but no one beats WordPress.org for cost (free basic platform), flexibility (lots of free or paid themes to change design and function), expandability (lots of free or paid plugins for added functionality) and user-friendliness. It also is well-liked by Google and the other search engines – especially if you put a little effort into search engine optimization.
The easiest way to get up-and-running on WordPress? I like using Bluehost’s basic account and using their Simple Scripts installer to have a starter blog or website up in about 10 minutes. Even the basic account allows for hosting of unlimited accounts under one domain (with purchase of a domain name) – that’s great if you change your website URL or have multiple sites!
Visit: Blue Host (affiliate)
For one-on-one coaching or group coaching in a given country, there are a variety of options – unlimited long distance plans, free conference calling companies and more. But, to provide coaching internationally, Skype has become an essential tool. Skype has free and premium options.
9) Time and Date
In setting up group meetings (or individual ones) across multiple time zone, timeanddate.com is a great tool. Use the fixed time option to allow people to find out what time that translates to in their time zone.
Which cool coaching tools do you depend on? Leave your favorites in the comments below and don’t forget “sharing is caring”!
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