Episode Details

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As coaches, a big part of what we do is working directly with clients - that includes onboarding them, supporting them in their package and off boarding them too. That can include a lot of tasks! Thankfully a great way to save time is to use tech tools to automate and manage some of the processes you go through with your clients.

However - there are a lot of options these days, so which is best for you and your coaching business? In this episode of the show I’m going to break it all down for you right from mapping out your needs to finding the right tech stack or all in one solution that’s going to work for you.

Tune in to learn:

• What you absolutely need to do before you start looking at tech systems
• How to create a tech stack that suits your business needs
• What is a CRM, and what features they typically include
• The best CRMs for health, life and spiritual coaches
• What should coaches consider when evaluating automation options
• What tools I use in my business

Check out the blog post that accompanies this episode.

Laura’s links:

• Laura's website
• Laura's Instagram
• Laura's YouTube
• Join Laura’s email list for updates

Other links mentioned in this episode:

• Dubsado (affiliate link)
• Paperbell
• Satori App
• Practice Better