Coaching Toolkit

Clickup will take a bit of learning but it easily replaces all those ‘productivity’ tools with some seriously powerful potentials. Want to automatically respond to incoming emails with customised responses for each type of query? Yup. Want to collaborate with an admin or other coaches online? No problem. Want to plan ahead using Gantt charts, Kanban boards, calendars? No problem. Want to track how long you’re spending on each individual task? Yup.

Clickup is almost limitless in potential - and it is a lot more secure than Notion, which I also love but would not use to store any information I’m not happy with anyone having access to (like client emails for example).

Even better, it integrates with all your other tools - google drive, google mail, zapier, etc. If you want to record a video showing a new team member how to do something, it has free video recording so it can replace Loom as well as Toggle for time tracking.

The free version does almost everything you could possibly need so try it out - and give yourself time to play and watch the onboarding videos.

I can’t imagine my work without Practice now. I almost feel bad for not telling everyone about it all the time. If you work with coaching clients, you need Practice.

You can book free or paid calls, sell packages, offer digital products (including PDFs or books), set different calendar availabilities for different types of appointment or for holidays, limit your appointments per day… phew.

Then you get to the smart actions: no more worrying if you’ve remembered to follow up and send a form or clients not showing up - send an SMS reminder before the appointment and then an email with their session review form.

Did I mention you can customise your forms? not just a simple ‘type the text’ kind either… Phew.

Best of all, they now offer a Teams tier - get your VA on board and add other coaches as your practice grows.

If you’re using video or audio, and you want a simple visual way to create show stopping videos, use Descript.

The editor is ‘text’ based - so you can create cuts, add or remove words and other visual elements like stock video, all using a ‘word document’ - it’s so, so simple.

Best of all for me are the audio adjustments - if you don’t have a home studio to record your podcast, just run it through ‘Studio Sound’ (although not at 100% or you’ll sound a bit too automated).

Descript has also partnered with Squadcast, so you can now use their high quality platform for video interviews for podcasts or YouTube films.

Once you have recorded your video and edited it (horizontally or vertically) you can copy it into a different format, extract the audio, download the transcript for show notes or a file, export directly into YouTube…

There’s even an ‘audio correct’ facility so you can clone your voice and add new words - we’ve all done it…

Try the free plan and thank me later.

Where do I begin… Do you get stuck writing any of the following:

• welcome email sequences

• brand copywriting for services

• social media posts

• funnel copy writing for courses

• blogs

• transcripts from podcasts

• your brand values and mission?

I’m delighted to share this amazing creation from the mind of Menekse Stewart.

Yes it uses ChatGPT but she will explain how you can use it safely, ethically and keep your content private. Not only that, you have access to all of these for one year per licence.

My brain tends to go blank when I have to write ‘marketing’ material - seriously - so I love this amazing tool that can literally create all the information you need for a funnel in under 30 minutes. I’ve tried it. When you add in the power of Canva… well it’s amazing.

Use the affiliate link below and you’ll get access to a free trial app or you can watch a demo of how to use this genius tool here.