OwlPin

Career, Business & Leadership

Business Coaching workflow

Helping owners and founders grow a business without burning out.

Business owners buy outcomes. Make buying from you as smooth as you want their business to be.

I coach

First clients — keep costs near zero

8 tools · 6 free or with a free plan · 2 paid

Step 1 / 6

Attract Clients

Get found and get leads

Everything that happens before someone becomes a client: showing up online, publishing content, and looking credible enough to be worth a message.

See all 6 resources

Buffer

Marketing

A plain, reliable cross-platform post scheduler — less visual than Later, cheaper to start, and easier if you post to several networks at once.

Schedule LinkedIn posts in one sitting instead of posting when you remember.

Step 2 / 6

Onboard Clients

Turn a lead into a client

The paperwork and the first conversations. Intake forms, waivers, welcome emails — the part clients judge you on before you have coached them once.

See all 6 resources

Kit (formerly ConvertKit)

Client Communication

Email marketing built for creators — welcome sequences, tagging and broadcasts, which covers both your onboarding emails and your newsletter.

A newsletter is how most career and business coaches stay visible between referrals.

Step 3 / 6

Assess

Understand who you are coaching

Baselines, screens, and questionnaires. Whatever you use to find out where a client actually is before writing them a plan.

See all 3 resources

Truity

Assessment

Personality and DISC-style assessments with reports written for professional use, plus accounts built for coaches administering tests to clients.

DISC-style and career assessments with reports written for professional settings.

Step 4 / 6

Plan & Deliver

Do the actual coaching

Programming, nutrition, habits, and the tools you use to deliver all of it week after week.

See all 16 resources

Notion

Coaching Tools

A flexible docs-and-databases tool coaches use to build client dashboards, goal planners and session notes without paying for a purpose-built platform.

Shared session notes and action items your client can see between calls.

Loom

Client Communication

Quick screen-and-camera recordings shared by link — ideal for form feedback, weekly check-in videos and explaining a programme without a live call.

Async feedback on a CV, a deck or a strategy doc without booking another call.

Step 5 / 6

Run the Business

Get paid and stay organised

Scheduling, payments, client records, pricing. The unglamorous layer that decides whether coaching is a job or a business.

See all 20 resources

Paperbell

Software

An all-in-one back office for solo coaches — sell packages, take bookings and payments, sign contracts and keep client notes behind one link.

Package, contract, payment and first booking in one link — no admin stack to build.

Zoom

Software

The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.

Where most business coaching calls happen.

Step 6 / 6

Grow Yourself

Keep getting better

Certifications, books, podcasts, and the rooms where other coaches talk honestly about what is working.

See all 11 resources

The book behind one of the best-known coach training models — how to hold a client-led conversation built on curiosity and accountability.

A model to coach from, so sessions do not drift into consulting.

9 tools · 6 free or with a free plan · 3 paid

Step 1 / 6

Attract Clients

Get found and get leads

Everything that happens before someone becomes a client: showing up online, publishing content, and looking credible enough to be worth a message.

See all 6 resources

Buffer

Marketing

A plain, reliable cross-platform post scheduler — less visual than Later, cheaper to start, and easier if you post to several networks at once.

Schedule LinkedIn posts in one sitting instead of posting when you remember.

Step 2 / 6

Onboard Clients

Turn a lead into a client

The paperwork and the first conversations. Intake forms, waivers, welcome emails — the part clients judge you on before you have coached them once.

See all 6 resources

Kit (formerly ConvertKit)

Client Communication

Email marketing built for creators — welcome sequences, tagging and broadcasts, which covers both your onboarding emails and your newsletter.

A newsletter is how most career and business coaches stay visible between referrals.

Step 3 / 6

Assess

Understand who you are coaching

Baselines, screens, and questionnaires. Whatever you use to find out where a client actually is before writing them a plan.

See all 3 resources

Truity

Assessment

Personality and DISC-style assessments with reports written for professional use, plus accounts built for coaches administering tests to clients.

DISC-style and career assessments with reports written for professional settings.

Step 4 / 6

Plan & Deliver

Do the actual coaching

Programming, nutrition, habits, and the tools you use to deliver all of it week after week.

See all 16 resources

Notion

Coaching Tools

A flexible docs-and-databases tool coaches use to build client dashboards, goal planners and session notes without paying for a purpose-built platform.

Shared session notes and action items your client can see between calls.

Loom

Client Communication

Quick screen-and-camera recordings shared by link — ideal for form feedback, weekly check-in videos and explaining a programme without a live call.

Async feedback on a CV, a deck or a strategy doc without booking another call.

Step 5 / 6

Run the Business

Get paid and stay organised

Scheduling, payments, client records, pricing. The unglamorous layer that decides whether coaching is a job or a business.

See all 20 resources

Satori

Software

Coaching business software that bundles scheduling, package sales, contracts and client follow-ups, built around the sales side of a practice.

Follow-ups and proposals for the discovery calls that turn into retainers.

Kajabi

Software

Courses, memberships, community, email and landing pages in one hosted platform, for coaches packaging their method into a product.

Turn the programme you run with clients into a course or group offer you can sell at scale.

Zoom

Software

The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.

Where most business coaching calls happen.

Step 6 / 6

Grow Yourself

Keep getting better

Certifications, books, podcasts, and the rooms where other coaches talk honestly about what is working.

See all 11 resources

The International Coaching Federation's ACC, PCC and MCC credentials — the most widely recognised signal of coach training for corporate clients.

The credential corporate buyers ask for once companies start paying for coaching.

Last reviewed . Picks are editorial — nothing here is paid placement.