Recommended Business Tools for Health Coaches
This is a resource page that I created to list the products and services that I have used and/or know can offer you value. Bookmark this page as I will continually keep this page updated as I come across any resource, product, or company that I feel can be beneficial to you.
Disclosure: This page contains affiliate links to products I highly recommend. I won’t put anything on this page that I haven’t verified and/or personally used.
EMAIL MARKETING & LIST-BUILDING
Convertkit is currently my #1 recommended email marketing tool. I recently switched from an over-the-top email marketing system to ConvertKit. This tool is the perfect choice for any new or experienced health pro. It is simple, easy-to-use, has straightforward navigation, and allows you to automate all of your campaigns without feeling like you’re putting together a complicated puzzle. Set up your ConvertKit account if you’re looking for a simple, effective, and affordable email marketing solution.
Email marketing is the most integral aspect of any business nowadays, and Aweber helps to make it easy. Set up your Aweber account to keep your lists and marketing campaigns organized and automated as your business expands. Once you get busy with clients, it’s overwhelming to backtrack on setting this up. Start a 30-day free trial and start sending your newsletter today.
While I don’t usually recommend the free version of Mailchimp (even if you’re just starting out) this tool seems to be a popular choice among new health pros. It’s also fairly simple to use. But beware that the free version will NOT give you any of the time-saving automation features for running your newsletter campaigns or delivering opt-in sequences. So if you want your email marketing to truly be on autopilot, you’ll want to opt for a paid plan.
CREATE YOUR WEBSITE OR BLOG
WordPress is by far the most popular blogging platform on the market. It’s totally free, very easy to use, and there are hundreds of themes that you can use to customize your very own site to look exactly how you want it. WordPress is a full content management system for your online business. Most bloggers say that WordPress is the best blogging platform around. Here’s a link to WordPress.
Tutorial: How to Set Up a WordPress Blog or Website
If the thought of setting up your own WordPress site or blog is intimidating, this tutorial will alleviate all your fears. I put together this step-by-step tutorial to show you how you can set up a wordpress blog or website in about 7 minutes. Of course, you’ll still need to customize your site to your liking, but you can have a working site up in just a few quick steps. Click here to start the tutorial. Here’s a link to the Tutorial.
HOST YOUR WEBSITE OR BLOG
There are many reasons why Bluehost is so highly recommended, but here are just a few:
- Easy to set up (5 minutes usually).
- Great service, reliable, and user-friendly.
- Quick set-up and one-click WordPress install (this is provided by MOJO Marketplace and makes setting up WordPress seem instantaneous).
- Support 24 hours a day, 7 days a week
- Unlimited websites, email accounts, and domains – all on one account at an affordable price
- No contracts or schemes; you go month to month and can cancel anytime.
- Get a free domain when you purchase.
- A 30-day money back guarantee.
And if you sign up through this tutorial, you’ll receive a special offer on shared hosting for only $5.95/month for 36 months, as well as a free domain name for a year! Read this tutorial to learn how to set up a WordPress site or blog in under 7 minutes.
CREATE LANDING PAGES
If you know how to drag and drop, you can create beautiful, highly customizable, branded pages for your opt-in page, program sales page, strategy session sign-up, event registration page, thank you page, and any other page you need to create for your website. Their price is so much lower than others and it’s an easy peasy tool for the tech-challenged. Consider Thrive Themes if you want awesome, high-quality, and affordable landing pages. Click here to check out Thrive Themes.
CONDUCT ONLINE EVENTS
This is probably one of the easiest platforms for online meetings. Zoom is a great resource for anyone looking to hold “face-to-face” strategy sessions, coaching sessions, or conduct meeting, trainings, or webinars. You can use zoom to easily deliver a free or paid online workshop. Zoom will allow you (or the attendees) to share your screen for demonstration purposes. So, you’ll be able to use the PowerPoint slides in your workshop bundle to present the workshop “live” over the internet if that’s what you choose. Their plans are very reasonable in comparison to others in this market. Check them out at zoom.us.
SCHEDULE CLIENT APPOINTMENTS
I have used other scheduling apps and I feel Acuity Scheduling offers the most holistic suite of services. Not can I create multi-appointment packages, group programs, products, surveys, intake questionnaires; but it also has a built-in payment processor, prompting clients to pay at the time they book an appointment. How is that for convenient and well-thought-out! You also have the option for automatic text reminders with some of their plans, minimizing missed appointments. There are various levels starting at free. If you want an easy to use all-in-one scheduling/payment/reminder system and that also relieves you from chasing clients for payment, Acuity Scheduling is your solution. Sign up here.
MANAGE YOUR TEAM AND/OR PROJECTS
Once my business started to grow and there were many, many more projects, schedules, and just everyday tasks to keep track of, my little excel spreadsheet was no longer able to handle the job. That’s when I learned about the project management platform, Asana. Asana is a project management tool with a free account option. Although Asana was doing the job quite well and helping me manage my tasks and projects much more efficiently, I eventually moved on. However, I still highly recommend Asana for anyone who needs to get organized and collaborate with team members.
Signing up for Trello was one of the most sanity-saving business moves I’ve ever made. While I was quite pleased with Asana’s ease of use and aid in getting me on track with my myriad of tasks and projects, when I signed up for Trello – I fell in love hook, line, and sinker. You’d have to see a Trello Board for yourself to fully appreciate what I mean. I’ve gotten projects completed in much less time with Trello than ever before. It enables you to completely categorize and compartmentalize the various aspects of your business by utilizing a list and card structure allowing you to basically drag and drop the various entities within your business (or life) around until everything makes sense. Within your Trello Board you can comment back and forth with other members (of the board), create your business or project tasks, create and monitor checklists, and upload attachments from basically anywhere. And the Trello app will allow you to stay on top of everything even when you’re out and about. If you’re obsessive about being organized, Trello’s for you!
DESIGN GRAPHICS AND EDIT IMAGES
Canva is versatile graphics creation tool. It’s very simple to use. I use it mainly for my Quote posts but I’ve put together complete presentations using it also. What I love most is you can share your finished work to a variety of platforms once created.
If you’re one of those who likes to get down in the design work trenches, then here’s a tool just for you! Picmonkey is my go-to tool for creating graphics for my site, downloads, and social media. It has so many features that you can use to make images. I’m talking, themes, frames, a gazillion fonts, overlays, overlays, banners, everything! This photo editing and graphics design tool comes as a free version. I paid a small fee for the upgrade to get access to all the bells and whistles, or as they call them the “Royale” features. It will save you a ton of headache and cash on graphics outsourcing. Try Pic Monkey for yourself.