Coach Resources

Everything that I list on this page is something that I currently use or something that I evaluated with the intent to use. Many of these companies offer affiliate programs and I use those links when they are available because it’s kind of like a relationship. But, affiliate sales are not a core part of my business. They’re simply a great option when it comes to promoting companies or products I believe in.


My philosophy. The way I choose.​

As a coach dedicated to fostering growth and connections, I’ve carefully curated a suite of tools that not only streamline my business but also resonate with my philosophy of building meaningful relationships with my work as well as with my communities. Each tool I recommend is one I personally use and believe in. Most are backed by robust communities and I’m drawn to tools that support a vision that aligns with my own.

Embracing Community and Culture

Tools like ConvertKit and Mighty Networks stand out for their focus on creators and community, mirroring my belief in the power of building connections and nurturing a shared culture.

I’ve been using ConvertKit for a few years now. Mighty Networks is not something that I am using directly, but I was drawn to their culture and felt that the platform aligned with what I wanted to do with Immersion 2023.

Recently, ConvertKit and Mighty Networks announced a focused integration with one another. I was thrilled with that because there is a really nice harmony between ConverKit’s focus on community using email and Mighty Networks focus on community through private social networks and online courses.

It was also validating that I chose two companies that not only aligned with my goals, but also with each other’s.

Modularity and Flexibility

In general, I prefer systems that offer flexibility. When I first started looking into developing online courses it seemed like there were a lot of options for platforms. You have the large platforms like Udemy and Thinkific and Teachable. 

But I wanted something where I had more control and flexibility. Mostly, I didn’t want to be locked into a platform. At first I started exploring hosting this myself on WordPress, but I found myself paying for a service that I was actively avoiding. I didn’t want to spend my time dealing with the managing a system like that.

At the same time, Mighty Networks was starting to release their online learning platform. So was ClarityFlow. While putting together my tech stack, I had been drawn to Thrivecart as a sales platform. I really liked it as a sales platform, competing against SamCart, and they had a “pay once”, lifetime price tag that I found very appealing. 

With modular tools like Thrivecart’s Learn+, I maintain freedom over my content, choosing hosts like Wistia for their alignment with my marketing strategies. 

This approach ensures that I can adapt and evolve without being confined by any single tool.

Creating an Optimized Workflow

The concept of a ‘Flywheel’ is central to my approach. By investing time and effort upfront in integrating various tools, I aim to create a system that compounds benefits over time. 

This upfront investment is envisioned to yield increasing returns, eventually allowing me to delegate tasks to a team, further streamlining the process.

Sustainable Financial Decisions

While I recognize the importance of prudent financial management, I also see certain tools as vital investments. 

For example, choosing Thrivecart’s lifetime purchase over subscription models like SamCart reflects my careful consideration of long-term value versus immediate cost.

Adaptability to My Business Model

The tools I’ve selected complement my diverse business activities, from courses and personal coaching to email marketing and podcasting. 

This integrated approach ensures that I can seamlessly engage across various channels, adapting to the evolving needs of my business and clients.

In summary, the tools I use and recommend are more than just software; they are partners in my journey of growth, community building, and business development. They are chosen for their ability to evolve with my business, their alignment with my values, and their potential to enhance the work I love.

At the heart, is email

ConvertKit About email. Building relationships.

Allow people to transact easily


WordPress, reluctantly.

It’s easier with Elementor. But still.

Scheduling is a part of connecting


The many ways to build Community

ClarityFlow. MightyNetworks. Circle.

Mighty Network new integration with Convertkit.

Learning platforms

Another area of redundancy.

This could be done in WordPress. This could be done in ClarityFlow. This could be done in Mighty Networks. This could even be done in email with Convertkit.

Strategic video hosting

Consider how you use video. Is it for education? For promotion?

If you have a social media strategy, you’ll want to use video tools that support that. You’ll likely be thinking about long and short form content. You’ll be thinking of orientation. Reels, Stories, Shorts, TikTok?

For learning, it’s a bit different but there’s crossover.

There is a conundrum that can happen. Social proof helps more people view you. Without it, you might not attract new viewers (although you can maintain your existing community fine).

Why I chose Wistia. Getting away from Vimeo.

Podcasts and Guided Meditation

I originally started using Captivate to create private podcasts and guided meditations for my students at the Nelson Buddhist Centre. I continued to play with it with different internal podcasts.

I wanted a tool that I felt supported the ability to gain listeners easily. Captivate has several features that matched what I needed including an integration with Descript that optimizes my workflow.

Descript - the workhorse

A new way to create audio, video, and even blog posts.

AI tools to speed up workflow.


Focus training in the service of personal happiness

Having a coach help you on your mindfulness journey can really help you get more traction. Express your interest below and let’s see if this is right for you!