Your Success is Our Success

Build Your Health Coaching Tech Stack

February 11, 2022 - Christy Goldfeder

Health Coaching Tech Stack

You became a health coach because you dream of a world where people take charge of their wellbeing and live healthier, happier lives. If you want to help more people, it pays to have the right supportive “technology stack” at your fingertips.

Your health coaching tech stack is the technology that makes it easier for you to serve more clients without spending extra time and energy on routine and administrative tasks. Your tech stack can help automate and streamline your workflow so that you can spend more time doing what you love — coaching and supporting clients to greater health and happiness.

To launch a successful practice that can grow with you, it’s essential to get the following technology up and running to support your business.

Health Coach Jumpstart Flow Chart

Health Coaching Email Marketing

You can email clients one-on-one through your personal email address or chat securely through your MBODY360 practitioner portal. But if you want to send newsletters, offer webinars, or launch new programs and products to your clients, you will need an email marketing software program.

Email marketing software ensures that you can send broadcast messages to your whole list and put together welcome campaigns that help educate prospective clients about your practice.

The most popular email marketing programs are MailChimp, Active Campaign and Constant Contact. They are all user-friendly and have built-in templates to make your emails look professional.

Customer Relationship Management (CRM)

If you’re just starting your practice, you can easily use a spreadsheet to manage a handful of contacts. When you have a lot of prospective clients coming to your practice, you will need a way to manage your contacts. That’s where a customer relationship management (CRM) database can be handy.

Zoho is a robust CRM that helps you keep track of your leads, nurture them, and automate repetitive tasks so that you save time. It starts at just $14 per month and offers a free trial period.

Your Health Coaching Website

Your website is not just your calling card. It is also a tool for pre-selling your services. It should contain enough information that prospective clients can discover what you offer, learn about who you are, and give them options to take the next step to work with you.

You can easily get your website up and running with just a few clicks with website builder programs that have their own built-in templates. Wix, Squarespace, and Go Daddy are three that have a full suite of web-building tools, hosting services, and ecommerce included in their solutions.

The advantage of these web builders is that all of the technology is drag-and-drop and easily launched. You don’t have to worry about hosting or maintenance. Your website fees may range anywhere from $7 – $23 per month to start.

If you want to build a customized website and have more control over it, WordPress is one of the most popular platforms. You will need to set up web hosting and have some technical knowledge to launch your website.

You will also need to pay for hosting and a premium design theme separately from your WordPress software. Hosting can range anywhere from $7 – $15 per month. Themes can range anywhere from $29 – $99 for a one-time license.

Your Health Coaching Sales Landing Pages

If you want to launch a one-to-one coaching program, group program, or detox, it will help to have a dedicated website page that can clearly communicate the features and benefits of your program to your prospective clients. This is what is commonly called a “sales landing page”.

It’s easier to launch a sales landing page when you use a click-and-go landing page software program. Instapage, Lead Pages and Click Funnels are all proven, plug-and-play sales landing pages software services that can have your program up and running within a day. All you need to do is add your page content and launch it.

Many of these landing page programs will easily integrate with other parts of your marketing — including your email marketing program, CRM, and e-commerce software.

All of these sales landing page solutions come with monthly fees — anywhere from $37 — $199 per month to use them. ClickFunnels and Lead Pages gives you a 14-day free trial before you need to sign up for a plan.

Your Health Coaching Payment Processing

How will you take payments for your practice? There are many payment processing programs that are easy to set up and help you get paid.

Many of the website hosting and builder programs include payment processing / ecommerce as part of their package. So all you need to do is turn them on.

If you are creating your own website with WordPress, you will likely need to add a plugin to your site to take payments.

Some of the most popular payment processors include PayPal, Stripe, and Square. All of these payment processors have pay-as-you-go processing fees — that is, you can set up your store and “buy now” buttons for your services, and you only pay fees when clients buy.

Having an easy way to take client payments makes it easier to collect fees when clients are ready to say “yes” to taking the next step in their health journey with you.

Your Health Coaching Automation

Are there routine tasks in your workflow that can be automated? For example, What if you could automatically have your client’s information added to your MBODY360 practitioner portal instead of you manually typing in all of the data?

That’s what automation programs can do for you.

Zapier is the gold standard when it comes to automating tasks. We recommend Zapier because it is one of the most helpful tools that any marketer can use between making your tech stack talk to each other.

You can easily set up a basic Zapier account for free, and it will give you 5 zaps.

Health Coaching Scheduling Software

How will you set up appointments with your clients and prospective clients? You can streamline the process with scheduling software.

Most scheduling software programs will allow you to set specific hours that you are available for appointments or get acquainted meeting. You can then send a link to your client for them to schedule their own appointments. Your scheduling software will sync with your calendar so that your client’s appointments show up automatically.

Some popular scheduling software programs include Acuity scheduling and Calendly.

We have integrated Acuity Scheduling with MBODY360 because it has integrated payment processing. When you use MBODY360 with the Acuity scheduling integration, you can have your clients schedule their own appointments and pay for their programs — so you don’t have to spend hours on routine admin work.

Design & Images

You need creative photos for your social media posts, emails, websites, and ads to give them more life and color. You can make your own branded imagery with Canva. The design software will also allow you to create your own landing page designs. Canva has a free plan that allows you to create designs and gives you 5GB of free storage.

If you want a greater range of stock imagery, you can sign up for an account with any of the myriad stock image sites. Some of the free or low-cost ones include Stocksy, Pexels, Unsplash, and Pixabay.

MBODY360 Wellness Store

The last — but not least — part of your tech stack is the MBODY360 Wellness Store. By becoming an affiliate of the Wellness Store, you can build in an extra recurring revenue stream that support your clients’ health and helps them get better results.

You can incorporate products into your programs, make recommendations within plans that you assign to your clients, and they can shop for their products. It is free to sign up, and you will earn 25% commission on every product that you sell through your affiliate links.

You can sign up as an affiliate of the Wellness Store here.