Scaling your online business isn’t just about selling more — it’s about building a solid foundation that can handle growth without the chaos. If you’re constantly stuck in tech quicksand, duct-taping tools together, or manually doing what could be automated, your business will hit a ceiling. Let’s fix that!
Here’s the essential tech infrastructure every scaling coach, course creator, or CEO needs — and how to stop being the bottleneck in your own business.
1. A Centralised CRM System
If you’re still hunting through DMs, emails, and sticky notes to find client info or leads, it’s time to upgrade!
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What you need: A CRM like ActiveCampaign, ConvertKit, or Hubspot that stores contact info, tracks interactions, and automates follow-ups.
Why it matters: No more missed opportunities, no more dropping balls, or ghosting your audience. Everything is organised, accessible, and automated.
2. Sales Funnel Automation
Building your funnel once is just the beginning. Managing it, fixing tech glitches, updating links, and tracking performance takes time.
What you need: A solid funnel platform (like ClickFunnels, WordPress + ThriveCart, or Go High Level), plus a retainer Tech VA to keep it running like clockwork!
Why it matters: Your funnel should be working for you — while you focus on clients, content, or the beach.
3. Email Marketing that Nurtures (Without You Babysitting It)
Still writing emails on the fly every week or forgetting to email your list altogether?
What you need: Pre-scheduled nurture sequences, launch automations, and segmentation.
Why it matters: Automated, strategic emails keep your audience warm and your offers selling — even when you’re not online.
4. A Project Management System You’ll Actually Use
Juggling tasks in your head is not a strategy. Things will get missed, your team will not be able to pick things up if you’re in meetings, away on holiday. Without a project managment tool, how will you communicate key information to your team?
What you need: Asana, ClickUp, or Trello set up with recurring tasks, content plans, and launch timelines.
Why it matters: Clear priorities, less overwhelm, and more done with less mental load.
5. Reliable, On-Call Tech Support
Even with the best systems, tech glitches happen. And when they do, you don’t want to be Googling your way out of it at midnight. (Yep, I’ve had clients in this situation!)
What you need: A monthly tech support retainer (👋 hi!) so there’s always someone on hand to fix issues, improve systems, and keep things moving.
Why it matters: Because your time is better spent on strategy and sales — not troubleshooting your checkout page.
Scaling smoothly isn’t about doing more — it’s about doing less of the wrong things and having the right tech systems in place. You don’t need to be a tech whiz, you just need someone who is.
If you’re ready to stop patching things together and finally feel supported behind the scenes, my Tech Support Retainer might be exactly what you need.
👉 Check it out here and let’s simplify your scaling.