OwlPin

Career, Business & Leadership

Public Speaking Coach workflow

Preparing clients for talks, pitches and presentations.

We have not built a public speaking coach workflow yet, so these are our general picks for career, business & leadership coaches. Tell us what you use and we may add a workflow for it.

Professional clients expect a polished, businesslike experience. Invest in the marketing that keeps you visible, and in admin that makes invoicing an employer painless.

I coach

First clients — keep costs near zero

12 tools · 9 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 16 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.

Taplio

Marketing

An AI tool for LinkedIn: finds post ideas, drafts in your style, schedules and tracks what performs — built for coaches who sell to professionals.

Post consistently on LinkedIn, where career and business coaches' clients actually are.

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 10 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 20 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

Same for every coach

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

See all 30 resources

Calendly

Software

Share a link, let clients book into your real availability. The fastest way to stop losing consultations to three rounds of "does Tuesday work?"

Clients pick a time themselves, so booking stops being an email thread.

Zoom

Software

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

The default for remote sessions — every client already has it installed.

Stripe

Software

Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.

No monthly fee: take card payments and package subscriptions from day one.

ChatGPT

Software

The most widely used AI assistant — for drafting client emails, brainstorming session plans and turning messy notes into something a client can read.

Drafts the emails, programme write-ups and captions you would otherwise write from scratch.

Step 6 / 6

Grow Yourself

Keep getting better

Same for every coach

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

See all 15 resources

Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.

Seven questions that make any coach listen more and advise less.

A free, short course from Anthropic on working with AI well — when to delegate, how to describe a task, and how to check what comes back.

A free, short course on using AI well — what to hand over, and how to check what comes back.

12 tools · 8 free or with a free plan · 4 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 16 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.

Taplio

Marketing

An AI tool for LinkedIn: finds post ideas, drafts in your style, schedules and tracks what performs — built for coaches who sell to professionals.

Post consistently on LinkedIn, where career and business coaches' clients actually are.

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 10 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 20 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

Same for every coach

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

See all 30 resources

Practice

Software

A CRM built specifically for coaches — clients, scheduling, forms, notes, invoicing and a client portal in one place instead of six subscriptions.

Past a dozen clients, one coach CRM for notes, booking and invoices beats five free tools.

Zoom

Software

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

The default for remote sessions — every client already has it installed.

Stripe

Software

Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.

No monthly fee: take card payments and package subscriptions from day one.

ChatGPT

Software

The most widely used AI assistant — for drafting client emails, brainstorming session plans and turning messy notes into something a client can read.

Drafts the emails, programme write-ups and captions you would otherwise write from scratch.

Step 6 / 6

Grow Yourself

Keep getting better

Same for every coach

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

See all 15 resources

Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.

Seven questions that make any coach listen more and advise less.

A free, short course from Anthropic on working with AI well — when to delegate, how to describe a task, and how to check what comes back.

A free, short course on using AI well — what to hand over, and how to check what comes back.

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