Running a tight ship in the online coaching world means making every minute and every tool count. I’m all about keeping things simple and efficient – if there’s a way to automate a task or make life easier with a piece of software, I’m on it. But here’s the deal: it’s easy to get caught up in the latest tech craze and end up with more tools than you know what to do with. I’ve been there, trying out every new gadget that promises to save time, but I’ve learned it’s all about finding the right fit for you and your business. That’s why I regularly take stock of what I’m using to make sure I’m not just collecting digital dust. In this post, I’m excited to walk you through 10 productivity tools that are more than just shiny objects; they’re the real deal for coaches and service providers looking to make a big impact without the tool clutter.
Productivity Tools for Coaches and Entrepreneurs
Every business owner needs an organized project management system! Find the one that works best for you and your business, and then dive in to make it your own! My favorite is ClickUp, but there are many other alternatives, such as Monday, Trello, Asana, and Notion.
A good CRM (customer relationship management) with automated workflows and templates will save you so much time on administrative tasks as your business, and client list continues to grow. Dubsado is a great option for streamlining your client management, including invoicing, contractors, and onboarding.
Zapier is the one app that can connect all of your other apps. Want any new calendar meetings to be added to your project management system automatically? No problem with Zapier. And that’s just the beginning. The opportunities for automation and workflows with Zapier and your other tools are endless.
If you need to collect information from a client or need a simple contract tool check out Jotform. With their shareable links, you can automate the onboarding process for your coaching program. Service providers can also use it for contracts but it’s a great tool for client intake forms too.
5. Google Drive
Keeping all of your documents and files organized online is made easy with Google Drive. How much time do you spend per year trying to find a file? Likely a lot more than you think if you don’t have an organized file system.
The best tool for communicating with your team is Slack. You can create multiple channels for the different aspects of your business, such as customer service, client management, marketing, etc.
Do you feel like you are wasting time online and not sure where all of your time goes? Download the RescueTime Chrome extension, and you’ll be able to see reports on where you are spending your time so you can make better use of the time you have.
And if you need help staying focused check out Freedom to manage your screen time.
If you do a lot of writing for your business, Grammarly is a great tool that saves you time on proofreading and editing.
AirTable is so much more than a spreadsheet or database tool. You could use it to collaborate with team members on a wide variety of projects or just keep a database of all of your essential information.
10. Gmail Templates
If you are sending the same email over and over again, it’s time to save that time and create some Gmail templates so you can save some valuable seconds off your email time. It might not seem like a lot, but over time it does add up.
Wrapping up our deep dive into these game-changing productivity tools, it’s all about making them work for you. They’re not just fancy digital gadgets; they’re your partners in streamlining your day-to-day and giving you back more hours for what really matters.
Ready to get these tools up and running in your biz? Head over to our shop for all the guides and templates that’ll make setting things up a breeze.
But if you’re like, “Corinne, I’d rather leave this to the pros,” I hear you. That’s exactly what our VIP Day is for. It’s a 100% “done for you” service where we roll up our sleeves and tailor these tools to fit your business like a glove.
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Cheers to working smarter, not harder. Let’s gear up your business to do more of the good stuff.