In this technology tip, I’m going to share with you something to keep in mind when choosing a CRM for your coaching business.

In this video:
00:19 What to keep in mind when you’re looking at CRM
00:46 Here’s the tip!
01:58 CRM that’s highly recommended
02:32 Products that help other coaches with their Marketing

CRM For Your Coaching Business

In this technology tip, I’m going to share with you something to keep in mind when choosing a CRM for your coaching business.

Let’s get into it.

Hey, this is Jamie, Founder of Technology for Coaches, and in this week’s tip, I’m going to share with you something to keep in mind when you’re looking at CRM.

What’s a CRM?

Customer Relationship Management tool, CRM tool, and what this is, is an online something – and look, CRM might be online, it might be offline as well, it might be a book, or a folder, a leather bound something.

The only problem with the offline is: What happens if something happens to that book? Which is why you want to start moving everything online.

And the thing to think about with your CRM, here’s the tip:

Can you segment the people in your CRM?

Can you separate out to say, this is this type of person, this is this type of crowd that I’m thinking about?

I just was talking to someone in the rural property market, just giving some help in a local live event that I’ve just done, as a speaker, and I said, “Who are the type of people you help?”

Well, I want to help farmers who want to sell their property.

I want to help farmers who want to buy new property.

I want to help families who want to buy a block of land.

That absolutely has nothing to do with you as a coach, but what that should tell you is there’s three different types of people. And you as a coach will have different types of people that you will want to send different messages out to, and you want a CRM that’s going to allow you to be able to segment those people out to be able to send the right messages to the right types of people

When you do that, you’re going to see bigger results for your bang for your book, and from there, you’re going to start getting more money in for all the effort that you put in.

Recommended CRM’s

So, one CRM that I have recommended in the past is Contactually; that’s a great CRM for keeping in touch and keeping track of things on a basic level. As you get bigger as a company, you’re going to want to look at things like Office Autopilot, and also Infusionsoft; both very good CRM’s is what they do, both have different strengths and weaknesses, and a third one that’s coming up the ranks at the moment with some development going on in the background is Nanacast, which is going to be building CRM functionality and add-in onto it’s really top e-commerce platform.

All of these products myself and my team help other coaches with, but all of the links are here below for you to go find out. And if you want any of that training, all the how-to’s, to go through any of those, is in Fast Track, so you can go and sign up for that for free.

Any questions at all, feel free to put it in the comments box below, otherwise, hopefully, you think about how can I segment my list in my CRM, and that’s going to start taking your coaching business to the next level.

So, this is Jamie, Technology for Coaches.

Bye for now.

CRM Tip for your Coaching Business