Productivity Business

ConvertKit vs FreshBooks: Best for Coaches in 2025

By Bob Johnson

iturn0image0turn0image1turn0image6turn0image7As a coach in 2025, selecting the right tools to manage your business is crucial. Two popular platforms that cater to coaches are ConvertKit (now rebranded as Kit) and FreshBooks. Each offers unique features tailored to different aspects of your business operations. This article provides an in-depth comparison to help you decide which platform aligns best with your coaching needs.

🧠 ConvertKit (Kit): Empowering Coaches with Email Marketing

🎯 Ideal for: Audience Growth and Client Engagement

ConvertKit is a robust email marketing platform designed to help coaches build and nurture their client base. It offers a suite of tools that enable personalized communication and automated workflows.

🔑 Key Features

  • Automated Email Sequences: Create personalized email journeys for new subscribers, event reminders, or product promotions. Utilize over 25 prebuilt automation templates to streamline your communication.

  • Subscriber Tagging and Segmentation: Organize your audience based on behavior or interests, allowing for targeted content delivery.

  • Landing Page Builder: Design customizable landing pages to capture leads without the need for additional tools.

  • Commerce Integration: Sell digital products, coaching sessions, or courses directly through the platform.

  • AI-Driven Insights: Receive recommendations on optimal send times, subject lines, and content types to enhance engagement.

💰 Pricing

ConvertKit offers a free plan with limited features. Paid plans start at $15/month for up to 300 subscribers, scaling with your audience size. While the free plan is useful for beginners, advanced features like automation templates and integrations are available in the paid tiers.

💼 FreshBooks: Streamlining Your Coaching Business Finances

🎯 Ideal for: Financial Management and Client Billing

FreshBooks is an accounting software tailored for small businesses and freelancers, including coaches. It simplifies financial tasks, allowing you to focus more on coaching and less on paperwork.

🔑 Key Features

  • Invoice and Payment Management: Create professional invoices and accept payments online, streamlining your billing process.

  • Expense Tracking: Automatically track and categorize expenses to maintain accurate financial records.

  • Time Tracking: Log billable hours and link them directly to client invoices, ensuring accurate billing.

  • Financial Reporting: Generate reports to gain insights into your business’s financial health and prepare for tax season.

  • Client Portal: Provide clients with access to their invoices and payment history, enhancing transparency.

💰 Pricing

FreshBooks offers various pricing plans starting at $7/month for the Lite plan, which supports up to 5 clients. The Plus and Premium plans offer more features and support for additional clients, with the Premium plan priced at $60/month. A 30-day free trial is available for new users.

🔍 ConvertKit vs. FreshBooks: A Comparative Overview

Feature ConvertKit (Kit) FreshBooks
Primary Focus Email Marketing and Client Engagement Financial Management and Billing
Ideal For Building and nurturing client relationships Managing finances and invoicing clients
Automation Capabilities Advanced email workflows and segmentation Limited automation in financial processes
Integrations E-commerce platforms, Zapier, WordPress Over 100 integrations including PayPal, Slack
User Experience Intuitive interface for content creators User-friendly with a focus on financial tasks
Pricing Starts at $15/month for up to 300 subscribers Starts at $7/month for up to 5 clients

🏁 Conclusion: Which Platform Suits Your Coaching Business?

Both ConvertKit and FreshBooks offer valuable tools for coaches, but their focuses differ. If your priority is growing your client base through personalized email marketing and automation, ConvertKit provides the necessary features to build and nurture relationships effectively. On the other hand, if managing finances, invoicing clients, and tracking expenses are your main concerns, FreshBooks offers comprehensive solutions to streamline these processes.

✅ Final Recommendation

For coaches seeking to enhance client engagement and streamline communication, ConvertKit is the preferred choice. Its robust email marketing tools and automation features are tailored to help you connect with clients and grow your business. However, if financial management is a priority, integrating FreshBooks with ConvertKit can provide a comprehensive solution for both client engagement and business operations.

📌 Call to Action

Evaluate your business needs and consider integrating both platforms to leverage their strengths. Start with ConvertKit to build and engage your client base, and integrate FreshBooks to manage your finances efficiently. This combination can provide a holistic approach to managing and growing your coaching business.

— next

If you’re interested in exploring more tools and strategies for coaches, check out these articles: