How to Become a Business Coach

What Business Coaching CRM and Digital Marketing Tools Should I Use?

By on June 1, 2011
Business Coaching Software Pick: Why We Use Infusionsoft

When setting up your coaching business, one of the most important decision you’ll make is what business coaching CRM and digital marketing tools you should use.

To succeed in business coaching, you need a solid website, great content, and an intimate knowledge of your target market. But having a great CRM, marketing automation, and e-commerce system is just as important. Get this one wrong and you will be faced with a whole lot of headaches.

The good news is that we have a recommendation for you: Infusionsoft. (And no, we’re not getting paid for this post.)

Here’s why we recommend it:

  • Combination of CRM, e-commerce, and marketing automation. Infusionsoft is an all-in-one solution where you can manage your customer relationships and sales funnel, take orders online (including automatic recurring charges from clients, which reduces the need to chase checks), and robust marketing automation that puts your communications on auto-pilot.
  • Unlimited list segmentation. As a coach you target a lot of prospective clients, but they probably fall into several distinct categories or personas. List segmentation, based on click through, length of time in the funnel, customer demographics/profile, purchasing behavior, and more, helps you tailor your content and offers to your prospects’ and cleints’ specific interests.
  • Strong Analytics. One of the huge advantages of digital marketing is the ability to gather robust analytics quickly and cost-effectively. You can know almost immediately whether a particular message or offer is resonating, based on the real-time interaction it generates. Infusionsoft helps you understand what’s working and what isn’t, so that you can make fast adjustments. It even has a lead-scoring feature that will flag you when someone has shown signals that they’re ready to buy, now.  

One of the huge advantages of digital marketing is the ability to gather robust analytics quickly and cost-effectively. You can know almost immediately whether a particular message or offer is resonating, based on the real-time interaction it generates.

There are a lot of digital marketing systems out there—everything from free Google products to software that will cost your business tens of thousands of dollars—but there is only one we recommend: Infusionsoft. Infusionsoft includes all of the options listed above and is easy to use and navigate, making it an effective method for nurturing new customers and growing your business.

Want more practical business coaching growth tips like this? Get a FREE, 30-day trial of our comprehensive business coaching system!

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Eric Dombach

About Eric Dombach

Eric Dombach is the Founder of Coaches’ Coach. In 2001, he founded a business coaching firm that, by 2005, was generating more than $1 million USD in revenue, 23% operating profit, and average annual growth rate of 140% per year. In 2005, he sold the firm to 4 of his employees for $1 million U.S. dollars, generating a return on capital of more than 800%. Since then he has trained more than 1,300 independent and franchise business coaches in the United States, Canada, Mexico, Europe, and Australasian markets.

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