Why Tools Matter

When you’re managing client sessions, content creation, admin, and growth—it adds up fast.
The right tech stack can reduce stress, save time, and keep your business moving even while you’re traveling or taking a break.

Here’s a toolkit that works for most online wellness entrepreneurs.

1. Scheduling and Bookings: Calendly or Acuity

These tools let clients book sessions without endless emails.
You can set:

• Session types and availability
• Intake forms
• Automated reminders and follow-ups

This keeps your calendar full and organized without any manual work.

2. Video Calls: Zoom or Google Meet

For virtual coaching or workshops, video is key.
Zoom works well for group coaching or webinars.
Google Meet is simple and free—great for 1:1s.

Pro tip: Want to feel more confident on camera? Check out Gain Camera Confidence for tips.

3. Email Marketing: MailerLite or ConvertKit

You need a way to stay in touch with your audience.
These platforms let you:

• Create simple automations
• Send weekly newsletters
• Build email sequences for launches

For tips on list building, read How to Use Video to Grow Your Email List.

4. Client Management: Practice or HoneyBook

If you’re managing 1:1 or group clients, these CRMs help you stay on top of:

• Notes and session history
• Contracts and payments
• Forms, reminders, and scheduling

It gives your clients a smooth, professional experience.

5. Payment Processing: Stripe or PayPal

You need a simple, secure way to get paid.
Both platforms are widely trusted and easy to integrate into your site or booking system.

If you’re selling digital products or group programs, consider using ThriveCart or Podia as well.

6. Content Creation: Canva

Create social posts, guides, eBooks, and even branded client resources.
You don’t need to be a designer—just use templates and stay consistent with your brand.

Tip: Create 30 days of content in a few hours with this wellness content planning guide.

7. Project & Workflow Management: Trello or Notion

Keep track of to-dos, content calendars, launches, and ideas.
Trello is great for visual planning.
Notion is flexible and great for everything from SOPs to content libraries.

8. Community Platform: Circle or Facebook Groups

If you’re running a group program, a community platform helps your clients feel supported and connected.
Circle is distraction-free and built for creators.
Facebook Groups are easier to grow and free.

Final Tip: Don’t Add Too Many Tools Too Fast

Start with the essentials.
Build your systems slowly, and make sure every tool actually supports your workflow—not complicates it.

Your business can run smoothly and professionally—even when you’re working from a café, the beach, or your couch.

You just need the right systems—and the confidence to show up.
That’s what the Crush It On Camera Workshop is all about.