Tips for Choosing the Right Technology for your Business


A colleague of mine wants to create a side gig teaching his trade. He sells bookkeeping software, quite successfully, and wants to share his genius with the world. He asked if we could set up some time to discuss which technology made sense to create his course. We spent an hour on Zoom brainstorming about how he could approach it. What was most interesting to me was the initial question he asked wasn’t what he was really trying to learn.

As someone who loves to tinker and research new tools, I try to be aware of the different ways for my clients to approach new projects. After asking a lot of questions, I realized that what he really needed was a simple course platform. He didn’t need any bells and whistles or sophisticated integrations.

There are hundreds of new apps appearing daily. What one person views as the greatest tool since sliced bread, is a nightmare for someone else. If you’re not a technical person, you need something very different than someone like me who’s happy to tweak any tool to my business needs.

Like any investment, you want to make sure that what you’re buying is going to satisfy the need that you have. If you’re a brand-new coach, you don’t need a fancy CRM (Customer Relationship Management) tool. On the other hand, if you have a big business and a large sales team, a CRM is a must.

Here’s what you should think about before making any investment in new technology:

1. What type of business do you have? Is it a service business or a consumer good?

2. What are the specific needs of the business to sell your product or service?

a. Will you be selling something online?

b. Will you need customers to be able to schedule appointments?

c. Will you be podcasting?

d. Are you planning to create a mailing list and send out emails and newsletters?

e. Are you creating courses that can be taken online?

f. Do you want to have a membership community?

Think of as many needs as you can before you even start to look at tools.

3. Next you want to figure out if you have the time and ability to find the tools yourself, or if you need some help sorting through all the noise.

4. You also want to make sure that the tools you purchase are tools that you will use. If you’re not the least bit technical, then you either don’t want to buy a technical tool or you want to budget for someone to maintain the tool for you.

5. Try before you buy. Almost every new tool offers you a free trial and if they don’t you can buy a one-month license. Even if it’s more expensive than an annual plan, you won’t be locked into something that you don’t like or rarely use.

If you’re overwhelmed by the very idea of technology or, you have way too many options that you need to decipher, schedule a discovery call and we can look at them together.


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