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The Ultimate Checklist for Tech Setup in 2025

January 13, 20254 min read

The Ultimate Checklist for Tech Setup in 2025

Starting a new year often comes with ambitious business goals. But success in 2025 isn’t just about motivation—it’s about having the right tech setup to support your vision. For coaches, healers, and therapists, the right tools and systems can save time, improve organisation, and help scale your business.

This ultimate tech setup checklist ensures you have all the essentials in place. Plus, learn how Infiniti Stack can simplify your tech stack by consolidating everything into one powerful platform.

Pinterest pin image featuring the text 'The Ultimate Checklist for Tech Setup in 2025' in bold typography. Highlights a stylish workspace with a glowing desktop computer, vibrant purple visuals on the screen, and modern tech accessories, inviting readers to explore tips at www.infinitistack.com for optimizing their tech setup in the new year.


Essential Tech Tools for Every Online Entrepreneur

1. A Professional Website

Your website is your digital storefront—a must-have for showcasing your services and converting visitors into clients. Key features include:

  • Mobile-friendly design: Ensure easy navigation on all devices.

  • Clear calls-to-action: Guide users with prompts like “Book a Call” or “Download My Free Guide.”

  • Engaging content: Reflect your brand through professional visuals and compelling copy.

How Infiniti Stack Helps:
Create stunning, conversion-optimised websites in minutes using Infiniti Stack’s intuitive website builder—no coding required.


2. Landing Pages for Lead Generation

Landing pages are critical for attracting leads and promoting offers. These pages should:

  • Focus on a single goal (e.g., collecting emails or selling a product).

  • Feature a strong headline, compelling copy, and an opt-in form.

  • Offer a lead magnet, like a free guide, webinar, or checklist.

How Infiniti Stack Helps:
Infiniti Stack provides pre-designed templates to help you create high-converting landing pages tailored to your audience in no time.


3. Email Marketing and Automation

Building trust and driving sales requires consistent communication with your audience. Your email system should:

  • Automate welcome sequences for new subscribers.

  • Send newsletters, promotions, and updates.

  • Segment your audience for personalised messaging.

How Infiniti Stack Helps:
Infiniti Stack’s built-in email marketing tools let you create nurture sequences, send broadcasts, and analyse performance—all from one platform.


4. Scheduling and Appointment Booking

For service-based businesses, seamless scheduling is a game-changer. Your scheduling system should:

  • Allow clients to book directly from your website or emails.

  • Sync with your calendar to avoid double bookings.

  • Send automated reminders to reduce no-shows.

How Infiniti Stack Helps:
Infiniti Stack integrates scheduling into your workflows, making it simple for clients to book appointments while keeping your calendar organised.


5. A CRM (Client Relationship Management) System

A CRM is essential for organising client information, tracking communication, and nurturing leads. Your CRM should:

  • Centralise client details in one place.

  • Track interactions and follow-ups.

  • Help you build and maintain strong client relationships.

How Infiniti Stack Helps:
Infiniti Stack’s CRM keeps all client and lead data organised, accessible, and easy to manage from one dashboard.


6. Funnels for Sales and Marketing

Sales funnels are vital for turning prospects into paying clients. A good funnel system should:

  • Automate lead nurturing and follow-ups.

  • Include landing pages, email sequences, and payment integration.

  • Provide insights to optimise performance.

How Infiniti Stack Helps:
Infiniti Stack offers an all-in-one solution for building funnels, automating workflows, and tracking conversions.


7. Payment Processing

Streamline your payment process with a secure, integrated system that offers:

  • Multiple payment options (credit cards, PayPal, etc.).

  • Seamless integration with your website and CRM.

  • Automated receipts and tracking.

How Infiniti Stack Helps:
With Infiniti Stack, you can integrate payment processing directly into your funnels, ensuring a smooth experience for clients while keeping everything organised.


Discover 50 Quick & Easy Ways to Automate Your Business


Struggling to manage your coaching business or feeling overwhelmed by tech? This free guide is packed with practical strategies to help you:

  • Automate client onboarding for a professional, stress-free experience.

  • Streamline your marketing and sales with simple automation tools.

  • Reclaim hours in your week with effective content delivery and follow-up systems.

  • Scale your coaching business while staying aligned with your goals.

Get Your Free Download Now


Why Infiniti Stack Is Your All-in-One Solution

Managing multiple tools can be expensive and overwhelming. Infiniti Stack simplifies everything by offering:

  • Websites and Landing Pages: Build professional, branded pages with ease.

  • Email Marketing and Automation: Stay connected and nurture leads effortlessly.

  • CRM and Client Management: Keep everything in one organized space.

  • Funnels and Payment Processing: Convert prospects seamlessly with integrated systems.

Make 2025 the year you simplify your business and focus on what matters most.

Explore Infiniti Stack Today and discover how it can transform your workflows and help you scale.

Lisa is a certified Online Business Strategist & Energy Clearing Practitioner with over 14 years of experience in digital marketing. She specializes in helping spiritual entrepreneurs, healers, and therapists grow their businesses online while staying true to their core values. Lisa's unique approach combines strategy, systems, and self-development to ensure holistic business success.

Lisa Pierce

Lisa is a certified Online Business Strategist & Energy Clearing Practitioner with over 14 years of experience in digital marketing. She specializes in helping spiritual entrepreneurs, healers, and therapists grow their businesses online while staying true to their core values. Lisa's unique approach combines strategy, systems, and self-development to ensure holistic business success.

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