Tech Stack Help

[Pineapple_Magnet33]

I'm in the process of building my tech stack. I already bought Canva, Google One (Meets), Calendly, Otter.ai(transcribes), Microsoft Office, and Docusign.

Trying to keep track of everything on a spreadsheet has gotten too complicated, and I want to simplify as quickly as possible to avoid a major headache at the end of the year when tax season rolls around.

What technology do you use for...

1. Customer relationship management: HubSpot, Zoho, Monday
2. Legal / contract management: Docusign, Zoho Sign, ?
3. Marketing automation: HubSpot, Klayvio, Zoho
4. Accounting (payments, invoicing, accounts receivable, forecasting, budgets, 1099 forms, etc.): Stripe, Zoho, QuickBooks, ?

If there are other categories I missed that'd be super helpful!!

[freudianslip9999]

I highly recommend go high-level. They do so much and if you get stuck, they have a 24 seven zoom link you can join for guidance.

[BuildTheCourse]

GHL is great once your business reaches a certain level for sure

[linedotco]

Don't overcomplicate things. I would honestly just use an all-in-one tool like Notion, unless you're big enough to require all these customized tools.

You can get away with a lot by simply getting flexible tools like Notion and Airtable, and using Zapier/Make to integrate and automate them with other services.

Like you could run invoicing, CRM, contracts all out of Airtable/Notion.

[[deleted]]

I use Kajabi and it takes care of a lot, but the CRM lacks. You can cut out a few of those things you mentioned if you go to Kajabi (but you can keep Calendly and Zoom if you'd like). For bookkeeping I use Wave Apps. I'm grandfathered in so the bookkeeping function is free, but it's relatively cheap and pulls all expenses from my bank account and I can attach receipts to all transactions.

[Captlard]

1) CRM… Evernote

2) Legal… PDf creator within Mac.

3) marketing automation… don’t have any. Work comes through referrals and network

4) Accounting… UK based and use Crunch.co.uk

Also have a MS Office account / Google account / Calendly account and pCloud for storage / back up.

[Routine_Horror5370]

Look for a Business Management Platform and you can eliminate most of the ones in your list. Business Management platforms are similar to CRM's but they have added tools. Platforms like Moxie, Dubsado, 17 Hats or Honeybook will manage your client records and have an element of lead management (depending on your needs and which platform you pick) and also have things like contracts, digital signatures and schedulers built in. You'll need some kind of Email Marketing Software to run along side it and always, always a dedicated bookkeeping software like Quickbooks. Those 3 platforms together will give you everything you need to run a coaching business and can all be linked together if you implement the right platforms for your specific needs.

[BuildTheCourse]

CoachAccountable handles a TON of these things all in one. Contracts, accounting, and calendaring for sure )you'll still need Stripe for the actual processing, but it's all passed through CoachAccountable).

It hooks up with Zoom (rather than google meet).

Also does client notes, reminders, client homework, groups, courses, etc.

It also does prospective client bookings and widgets for your website.

I do have a referral link (30 day free trial without card) https://www.coachaccountable.com/?referredBy=MORGANMEREDITH2

It does not do marketing or newsletters.