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Top 5 Tech Tips Every EFT Practitioner Should Know

Dear EFT Practitioners & Trainers,


Navigating the world of technology can be intimidating, particularly when you are running a small, home-based business. However, in our modern, digital landscape, even a basic understanding of technology can be transformative for your business.


Here are the top 5 tech tips every EFT Practitioner & Trainer should know;

  1. Master the Fundamentals of Social Media; Many of your potential clients are active on social media platforms such as Facebook, Instagram, and LinkedIn. Learn how these platforms work, how to craft engaging posts, respond to comments and utilise their analytics tools to better understand your audience.

  2. Adopt Online Diary Management Tools; Software like Calendly or Acuity Scheduling can help you organise client appointments without the need for continuous back-and-forth emails. These platforms synchronise with your personal calendar, making managing your schedule much simpler.

  3. Leverage Email Marketing Software; A well-managed email list is a potent tool for any business. Platforms like Mailchimp or ConvertKit enable you to organise your email list, create appealing newsletters, and automate email sequences to effectively engage with your clients.

  4. Embrace Video Consultations; Services like Zoom can be used for online consultations, allowing you to expand your client base beyond your local vicinity.

  5. Safeguard and Streamline Payments; Employ a reliable online payment platform like PayPal or Stripe to manage your transactions securely. These platforms are straightforward to use and can be integrated into your website, making the payment process smooth for your clients. In addition you can use them to create recurring payments which enables you to move towards a regular income.

Though the initial stages of navigating technology may seem challenging, remember that you don't need to learn everything at once. Take it one step at a time, and gradually you'll become more confident and skilled.


Ready to take your EFT practice to new heights but require a bit of guidance? I invite you to join our Holistic Business Membership. As a member, you'll gain access to valuable resources and training materials crafted to help you expand your EFT practice, including detailed tech tutorials. Learn more here.



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