Posts Tagged 'coaching business technology'

How Many Technology Platforms Do You REALLY Need? 9 Factors to Consider When It Comes to Choosing the Technology to Streamline, Organize, and Automate Your Business

Ah, technology.

If you’re running a coaching business in today’s world, you can’t live without it.

And while your rational mind may tell you technology has the potential to streamline, organize, and automate your business, your emotional mind may feel a bit intimidated by the idea.

You need technology for so many different elements of your business: your website, lead generation, marketing, emailing, your calendar and appointment scheduling, client management, and your shopping cart.

It can be overwhelming to think about how you’re going to get ALL of these platforms set up in the first place, and then, how they’ll work together, and how you’ll find the time to manage them all.

The whole point of technology is to streamline your business so you can focus on coaching—but from where you’re standing right now, it may feel like handling the technology is a full-time job, in and of itself.

The good news is that it doesn’t have to be.

You can choose the right technology to streamline, organize, and automate your business—without feeling overwhelmed.

And it’s key to get it all set up in advance, before you even start getting clients. After all, if you’re not set up to support your new client, how long do you think he or she will stay a client?

Because that’s so important, I want to make sure you have everything you need, now.

Here are nine factors to consider when you’re selecting the technology to power your business:

Can it be integrated?

What resources are necessary for managing it?

Is it designed for a service-based industry?

How complex is the setup?

Does it offer ongoing/post-setup support?

Does it offer community and resources in addition to technological support?

How much does it cost, and what is and isn’t included?

Is it overkill?

Can it offer a one-stop shop?


Can it be integrated?

If you’re using more than one technology, ensuring they’re integrated—that they can talk to each other—is a huge must. For every technology you add to your business, you add a layer of complexity.  If they’re not integrated, you’ll spend countless hours entering data multiple times, repeating yourself, making sure nothing slips through the cracks, and switching back and forth between platforms.

The Coaches Console is fully integrated.

The Coaches Console IS integration. Not only does it include technology for each element of your coaching business, but it also integrates those technologies, which means they talk to each other so you don’t have to be the go-between. It also integrates with merchant accounts such as PayPal, and lead generation tools like Leadpages—which means the data you enter into one platform automatically passes through to the separate technology. You don’t have to do anything with it! At every step of the way, from marketing to lead generation to conversion to support to follow-up, The Coaches Console keeps track of everything, so you don’t have to!


What resources are necessary for managing it?

Some of the technology platforms out there require a VA (or a team of VAs) to run them—which means you may need to outsource the running of these platforms to an expert (or more than one expert). So not only do you have to pay for and manage the technology, but you also have to spend time and money paying for the VA to operate it.

The Coaches Console is easy-breezy to manage.

The Coaches Console is designed by coaches, for coaches, which means you don’t need to be tech-savvy to manage it. In fact, if you can operate a Word type of program, or Gmail, or even a smartphone, you’ll feel tech-comfy when it comes to using TCC! Although you can hire a Coaches Console Certified VA to manage it for you efficiently and effectively (which we consider a nice bonus!), you don’t have to. Many of our coaches manage the platform themselves in just a few hours per week.


Is it designed for a service-based industry?

Technology platforms that are not designed specifically for a service-based industry like coaching (or similar service-based practices) often don’t include the mechanisms you’ll want to use to build and run your service-based business. They may have tons of bells and whistles, but in many cases those bells and whistles are impressive only for other industries (such as brick-and-mortar businesses or businesses selling physical products).

The Coaches Console is designed with coaches and service-based practitioners in mind.

Like we said before, The Coaches Console is designed by coaches, for coaches. We know which list-building funnel, sales funnel and conversion process work for our industry, and we not only designed our platform with those in mind, but we’ve also prepopulated and preuploaded it with over 20+ templates, agreements, messages, opt-in pages, forms, documents, products, and lead magnets that you need to build your list, convert prospects into paying clients, and support your clients exquisitely, to better ensure they get results!


How complex is the setup?

If you’re just launching your coaching business, the prospect of Getting Started—i.e. the initial setup of the technology for your website, funnels, support systems and so on—may feel overwhelming.

Some of the technology platforms you’re considering may require expert setup. You may have to hire a website designer or computer programmer. Others are really user-friendly and you won’t need any help at all.

The Coaches Console offers you options, based on how much or how little help you want or need.

If you’re comfortable with technology, you can set it up yourself! It’s completely user-friendly, and tons of people have gone this route and loved it. If you want a little help and a lot of love, you can join us for our Easy-Breezy Coaching Business Bootcamp, where we walk you step-by-step and click-by-click through getting everything set up, and we share some kick-ass business strategy (also known as Best Practices) with you. Or, we can do it FOR you, so that it’s all set up and ready for you to use! (Because it’s user-friendly, additional support is not required; this is just one more option we give you, so you can choose HOW you want to experience the set-up of your business.)


Does it offer ongoing/post-setup support?

Each platform offers a different level of support, and before you choose a technology platform, it’s great to get an idea of how much is available to you. You may or may not anticipate needing support at this point, but things can change as your business grows.

The Coaches Console offers ongoing support, in many forms, at no additional cost.

The Coaches Console offers multiple types of support and many ways to experience that support: live implementation calls to get you started, live chat to support you as you need it, a searchable knowledge base, video tutorials and FAQs, and weekly live trainings—all at no additional cost.


Does it offer community and resources in addition to technological support?

In order to make the most of a technology you bring on to your business, you must know the best practices and strategies that will optimize it and bring you awesome results. So, ask yourself whether you’re getting anything beyond the technology you plan to use. For example, does the provider offer an online group or a forum where you can ask and answer questions? Does it give you education and guidance on those best practices and strategies you can use to optimize it and get the results you want and need?

The Coaches Console offers a supportive, friendly community to address technology, business, lifestyle, and mindset. It’s everything you need to create a business beyond your wildest dreams, so you can live a lifestyle beyond your wildest dreams!

We offer a Coaching Lifestyle Facebook group (where we focus on Body, Mind, and Business), as well as private Facebook groups for members and Bootcampers. It’s all relevant to all the aspects of success as a coach—not just technology.


How much does it cost, and what is and isn’t included?

Many of the program out there start relatively cheap, but as you’re successful and grow your list and make more money, they become more expensive. What you pay for is directly tied to how successful you are—the more successful you are, the more you pay. For example, your investment might increase as you add more contacts to your list, sign more clients, or process more transactions. This means you may end up paying significantly more for a certain technology later.

You also want to pay attention to any initial startup fees, and whether or not there is an ongoing maintenance fee, beyond the fee for the platform itself. Be sure to inquire about these types of “hidden” costs, to avoid any surprises in your bank account when your payments are processed!

With The Coaches Console, you pay a flat fee, no matter how big your business gets.

As your business grows, you can rest assured that your investment level for The Coaches Console won’t.


Is it overkill?

As we mentioned before, some technologies were developed around the needs of businesses other than service-based businesses. Therefore, they may include (and charge you for) elements you don’t actually need. For example, some shopping technologies offer a great way to get paid, but because they want to cater to so many different types of businesses, they include many elements you’ll likely never use as a coach (but you’ll still pay for them!).

The Coaches Console offers everything you need, and nothing more.

Because The Coaches Console is developed by coaches, for coaches, it includes exactly what you need, and nothing more. And you pay for a single fee for everything: website, list-building funnels, converting features, client support, and getting paid.


Can if offer a one-stop shop?

When you implement several different technologies, you have to install, learn, manage, and pay for several different technologies. While each one may handle a different aspect of your business well, you’ll have to handle each of them separately. This often means you have to enter the same data and information separately (and when it changes, you have to make the change separately)—and this is where things fall through the cracks if you forget one technology. Obviously, this approach requires you to expend time, energy, money, and resources separately. Each technology adds a layer of complexity to your business management experience.

The Coaches Console is a one-stop shop where you can handle everything related to your business, all in one place.

As we mentioned in Consideration 1, The Coaches Console is fully integrated. All the different components communicate with one another, and, even more importantly, you can manage your entire business from this one place. This saves you so much time, money, energy, and possible aggravation, and it ensures none of the finite details slip through the cracks.  It’s simple, and as Leonardo da Vinci said, “Simplicity is the ultimate sophistication.”


In Conclusion …

The Coaches Console is an integrated technology, created by coaches, for coaches, that includes software to manage your:


Landing Pages


Contact Management
Opt In Pages


Scheduling for sample sessions
Appointment reminders


Electronic Client Agreements


New Client Autoresponders
Shopping Cart


Secured Client Data
Forms & Documents
Course & Content Delivery
Private Member’s Portal


Training & support
Security & Compatibility
Business Building Community Forum


And it is designed to work on computers and mobile devices, which means that you and your clients can use it anywhere, and at any time.

Many consider The Coaches Console to be a one stop shop: their business in a box!

Plus, we offer you an amazing set of resources, for the technology and for your personal journey as a coach, to ensure you have everything you need to make the impact about which you’re passionate and to enjoy the freedom and fun of entrepreneurship!


Again, as a quick recap, here are the nine questions to ask yourself as you consider each of the various technology platforms you’ll use to help you make an AWESOME impact and achieve that freedom you want and deserve:

  1. Can it be integrated?
  2. What resources are necessary for managing it?
  3. Is it designed for a service-based industry?
  4. How complex is the setup?
  5. Does it offer ongoing/post-setup support?
  6. Does it offer community and resources in addition to technological support?
  7. How much does it cost, and what is and isn’t included?
  8. Is it overkill?
  9. Can it offer a one-stop shop?

Finally, I’ll take a few moments to reiterate how crazy-amazing-sexy it is to have one integrated platform to handle all the behind-the-scenes details of your business.

Imagine having one piece of technology to install and manage—a single place from which to operate your entire business. Imagine how much time, money, and energy that would save you … and consequently, how much time and energy you could devote to coaching your clients and powerfully supporting them.

That piece of technology IS The Coaches Console. It’s one integrated platform where you can manage every detail of your coaching business, in an experience that is seamless and fun for you and your clients.

Comment below with the top 1-3 considerations that are lacking in your business right now … those that, when you make a few minor adjustments, could free up your time, money, energy and resources to focus on doing what you love. If you haven’t joined the private Coaching Lifestyle Facebook group yet, do so now! Just follow this link, click “Request to Join,” and we’ll get you added ASAP.

Request to join!


Posted in: StartUp Coach

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Are You Using the Right Technology? (Are You Sure?)

Ahhhh, technology. We love it, right? It can be such a time- and money-saver. It can help us reach so many of the people who need us, faster, and it can make our lives so much easier.

But …

If you’re using technology that isn’t right for where you are in your business right now, it can become frustrating and overwhelming … and it can end up costing you a LOT of time and money, which can even negatively impact your business.

So how do you know which technology is right for you, right now?

Fortunately, because it’s our goal to support you on every step of your coaching business journey, this month we’re offering you a powerful (FREE) opportunity to get our expert guidance to help you decide, so you can save money AND minimize technology-related stress.

But first, we want to share a quick story with you, because it was the catalyst for offering you this new free resource

Just last week, one of our valued clients—a startup coach who hadn’t even launched her business yet—was totally overwhelmed. Even though she hadn’t started marketing her business or signing clients, she had purchased all of the following technologies to help grow her business … because her mentors used them: Lead Pages, Infusionsoft, Coaches Console, Click Funnels… and a few others.

These cost her a pretty penny, to say the least. For example, just ONE of the technologies was costing her $6300 over 18 months! Here’s the kicker: she wasn’t even using it, because she wasn’t in a place yet in her business where she actually required all of its capabilities. (Yes, there IS a time when all of these technologies are helpful—but it’s much later; not when you’re in startup mode.)

She was attempting to leap the Grand Canyon … when what she needed to do was build a bridge and cross it one step at a time.

So, we had a great discussion, and we brought her back to “Start Up” phase—which we call Business Model 1—and told her what she actually needs, out of everything she had purchased. Needless to say, when she saw how much she could save – and spend elsewhere in her business – she was thrilled. She felt relieved because she understood the “when and why” of implementing those technologies … and her confidence increased because she understood exactly what she needed, now, and how to use it to get to the place where she may need other technologies.

So, how does this happen? How do so many start-up coaches end up wasting money on technology they don’t need?

Well, as we mentioned before, many startup coaches work with mentors, and their mentors use and recommend technology.

The problem: startup coaches are NOT in the same place in their business as their mentors are.

To put it simply, just because your mentor uses a certain technology doesn’t mean you should use it, too. (I guarantee they weren’t using everything they have now when they first started out – and you shouldn’t, either.)

Furthermore, just because you buy a certain, more advanced technology early on does NOT mean you’ll create faster, bigger results. In fact, doing so can actually work to the contrary, because it can cause even more overwhelm and slow your progress down, as you struggle to figure out how to use everything you have.

Plus, you likely don’t have the team support you need to implement everything yet – which means you end up paying for technology you don’t even use.

This is an epidemic in our industry – we see it time and time again – and that’s why we’re on a mission to cure it!

It’s time to stop the madness.

To start, we’ve created a list of the 3 most common types of coaches we work with (listed below). Once you’ve identified which type of coach you are, we invite you to review the special diagram we’ve created to help you identify which technology will most benefit you, depending on the phase of business you’re in, right now.

Types of Coaches:

  1. The startup coach. This overly-enthusiastic coach is buying every type of technology she can get her hands on, mostly because she sees successful leaders or mentors using it. She’s in technology overload, confused because she has redundant technology and she isn’t sure which to use now, and which to use later.
  2. The established coach. This coach adds advanced technologies to his business WAY too early because his mentor is using them, but he isn’t even sure how they fit into his business and he doesn’t have the team to run it. Therefore, he’s not using all of it—and of the technology he is using, he’s not using to its full capability.
  3. The deer-in-the-headlight start up coach. She’s a self-proclaimed technophobe and avoids technology at all costs. As a result, she has a difficult time organizing herself, reaching clients, and supporting more than just a handful of people, so she’s making minimal money.

Once you know which type of coach you are, review the following diagram:


Now, you know we don’t give you information without giving you steps you can take right away to move forward, right?

So here we go:

Action Steps

  1. Take a moment, right now, to list out all the technologies you currently have.
  2. For each technology, calculate your cost per month.
  3. Add these numbers up, and then multiply the total by 12 to determine how much you’re spending each year on technology.
  4. Pick yourself up off the floor, shake away the shock, and keep reading. 😉
  5. Review the diagram above again, and use it to evaluate which technologies you need to keep now, which ones you need to ditch completely, and which ones to cancel or postpone for a future business model… for the next stop in your business’s evolution.

What we have discovered by working with thousands of coaches is that this technology confusion can be the greatest stumbling block to having a financially successful business.. We hope you can reap some real benefit by reviewing these questions and discovering where you are in the matrix…Here’s to getting the world coached with fun and profit!


Posted in: Business Operations

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