Resources & Recommendations

Here are some recommendations for various platforms and services you may be looking for as a coach, consultant, leader, or course creator.

My recommendations change over time as platforms change and evolve (for better or worse), and as new ones come on the market that offer good value and innovative product features for clients. I am trying to only recommend platforms and services that I’ve had personal experience with. These are my current go-to recommendations. There may be other platforms I’ve used and not recommended here that may be a better fit for your business or budget. If you need a tech strategy consult, feel free to reach out to lisa@thevirtualsolution.com.

Disclaimer: Many of these are affiliate links, meaning I may receive a small commission if you make a purchase. Some of the links offer lengthier trials than you may find directly on the website.

 

Just starting out or have a small budget and not ready for an all-in-one or more robust platform? These will help you get started.

Email Marketing:

Shopping Carts:

  • SendOwl – integrates with many email marketing platforms. I used to use this one and liked it.
  • Thrivecart – lifetime, one-time purchase (integrates with many email marketing platforms). I currently use this one myself, and a couple of clients do as well.

    CRM:

    • Moxie – I use this myself and love it. Sales CRM and pipeline, calendar bookings, contracts, light project management, support ticket system, client portal, invoicing and recurring billing, time tracking, forms, automation, phone line and texting capability. A great alternative to Dubsado and Honeybook.

    “All-In-One” Shopping Cart/CRM Systems (payments, email marketing, affiliate system, more):

    • GoHighLevel – Get a 30 day trial here! Also has course learning portal, communities, landing/sales pages/funnels, website, booking calendar, sales pipeline, email marketing, products, AI add-ons, and more. This is a great alternative to Kajabi.
    • FG Funnels – This is a whitelabel of GoHighLevel, customized more for coaches. Feature-wise, it has everything that GHL does, except with more templates and funnels designed for coaches. You can get a 14-day trial here.
    • Keap Ultimate and Keap Pro (formerly Infusionsoft) – features depend on which version. Pro is more basic for small businesses with smaller contact lists (CRM, leads, calendar booking, invoicing, automation). Ultimate is more advanced and robust for larger email lists and growing businesses (including affiliate tracking, lead scoring, e-commerce capabilities, email marketing, advanced automations, and comprehensive reporting).

      Website Hosting:

      Domains:

      WordPress Premium Themes:

      • Divi (Elegant Themes)

        Teleseminar/Webinar Platforms:

          Looking to give back? Give a micro loan to a struggling entrepreneur or individual in another country: