Whether you’re an internal or external coach, one or more of the tools below will help you attract and/or retain your customers. (And, in a few cases, your sanity.)
One Ring to Rule Them All (One that does it all for coaches)
Satori: www.satoriapp.com
Paperless Client Agreements
DocuSign: www.docusign.com
Invoices and Expense Tracking
Harvest: http://www.getharvest.com
Favorite Email Marketing Tool
Mailchimp: www.mailchimp.com
CRM (Customer Relationship Management)
Highrise by 37Signals: https://highrisehq.com
Facebook Posts
Pagemodo: www.pagemodo.com
Blogging Platform (and website)
WordPress (Cheap, hosted option) www.wordpress.com
Scheduling Tools
Satori: www.satoriapp.com
Appointy: www.appointy.com
Appointment-plus: www.appointment-plus.com
Teleconference (phones are so boring)
Skype http://www.skype.com/en/
Google Hangouts on Air http://www.google.com/+/learnmore/hangouts/onair.html
Automated Online Coaching Modules
JigsawBox: http://www.jigsawbox.com/coaching/trial/
Online Forms (Use for session agendas or feedback forms)
Wufoo: http://www.wufoo.com
Personal ToDo List
Wunderlist: https://www.wunderlist.com/en/
Productivity (One I can’t live without)
Evernote: www.evernote.com
Greatest New Potential
Google Helpouts (very cool possibilities for coaches!): https://helpouts.google.com/home
Notice that there’s nothing to install. Most “cutting edge” applications are cloud-based (SaaS- software as a service) and are free or offered on a subscription model. When reviewing an online option, check the terms and conditions to ensure that you own your data and can download it or receive a backup if you should leave the service.
Questions? Feel free to email me directly at paul@motoringforwardcoaching.com