Join Josh and Amelie as they continue the conversation about software recommendations that Josh and Emily started a few months ago.
Recommended resources:
- Contracts: AdvicePay has contract signing built in. DocuSign or HelloSign (now Dropbox Sign) are other reputable signing software.
- Document storage: For basic numbers, a basic form on your website is fine. For clients, using your coaching software that has secure document. Don’t use free software. DropBox or OneDrive could work.
- Data gathering: Excel spreadsheet uploaded to encrypted form/folder.
- Chat software on your website: Just don’t do it.
- Communication: MessageWatcher
- Course creation software: Kajabi or Teachable
- Video creation software: Loom
- Task management software: Amelie likes Asana or Trello; Josh thinks it should be in your CRM or coaching software.
Previous related episodes:
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
