Imagine streamlining your coaching business with systems that reduce the number of hours you spend running your business and increase your profitability. 

Are you constantly busy and overwhelmed by back-and-forth emails, keeping track of new leads, preparing and sending invoices, chasing payments and supporting your existing clients…and all the other daily tasks involved in running your business? 

Perhaps you’re wanting to launch a course or open a membership, yet keeping up with all that day-to-day admin means you simply don’t have time or energy to get started.

You’re definitely not alone! 

This is a common challenge many service-based professionals run into – where the time and energy spent completing these repetitive tasks stands in the way of scaling your business to the next level. 

So, what’s the solution? Setting up online business systems that can automatically complete a lot of the admin and daily tasks for you!

Do small businesses and solopreneurs really need online systems? 

Absolutely! Every single type of business can benefit from using effective systems to manage their tasks and workflows. 

Why? Because, the reality is that time = money, and investing in systems early on, saves you time for the money-making activities of your business – activities like nurturing new leads and delivering services to your clients. 

So, if you’re ready to take your business to the next growth stage (with less overwhelm), here’s 4 types of systems that can help you get there.

Systems to scale your coaching business for success

1. Course platforms 


You’ve mastered your niche and enjoy coaching your one-to-one clients. Now it’s time to scale your business by creating a course that lets you share your expertise with multiple people at once. 

There are many great online course platforms available for coaches that support you to share educational content and resources online. Popular platforms include: 

Kartra – best for coaches looking for an all-in-one platform from which you can sell both digital and physical products.

Kajabi – best for coaches looking for an ‘all in one’ business tool.

Teachable – best for coaches who want something easy to use and easy to customise. 

Podia – best for coaches who need a feature-rich course platform.


2. Marketing systems


A good marketing system can help you to seamlessly manage your email marketing and stay in regular contact with your clients and subscribers. 

If you’re starting out and don’t have the budget right now for a marketing system, Mailerlite offers a free plan that will give you what you need to get started. It’s easy to use and will allow you to set up email campaigns, landing pages and automations. You can also manage your contact groups and segments. 

However, as you grow (or if you have the budget), it’s hard to go past ActiveCampaign or ConvertKit. Both of these platforms offer really powerful automations and marketing support. 

They will also open up so much capacity to automate nearly any area of your business, and help you to create personalised workflows that target the right audience with your products and services. 


3. Lead management


Imagine having a business system in place that saves you time and money, AND replaces up to 6 other platforms coaches are commonly using (including Canva proposals, emails, calendars, invoicing systems, reporting, forms, client journey mapping and automation!!!). 

What is this unicorn of a system? Dubsado.

Dubsado is a client relationship management tool that works extremely well for coaching businesses. Not only does it free up your time, it also helps you to improve your customer experience. 

The first impression a potential new client has with your business matters. By allowing you to host all your leads in one place, Dubsado helps you keep track of all communication, follow ups, contracts, form sending, and much more. This creates a smooth and seamless experience for your clients, and a great first impression with potential new clients.


4. Outsourcing to a systems professional


If you know you need to start using systems in your coaching business, yet you don’t have the time, energy or tech know-how to get started, an online Systems Specialist can help!

Tech VA’s / Systems Specialists are experienced in setting up and troubleshooting all kinds of online platforms. They take care of the techy side of the setup for you, leaving you free to focus on your clients.

As an experienced Tech VA, I help coaches and consultants to work smarter, not harder – and to swap that business overwhelm and chaos for calm. And, it doesn’t have to take long – I can even help you get set up in a day!

Whether you need a system setup, some fine-tuning or troubleshooting, booking a System Support Day is the best way to get everything sorted in just 7 hours! 

So, if you’re ready to take your business to the next growth stage and would like support from a Systems Specialist, book a clarity call with me (Sophie) today. 

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