As a business coach and consultant, I am always looking for visual business coaching tools to provide high-impact value for my clients and make it easier for them to learn and succeed. This includes ways to plan and organize client projects, work with teams, deliver training, and make complex concepts more visual and easier to understand.
My secret weapon for pulling all this together – xTiles! xTiles is like the love child of Notion and Miro. It has a lovely, easy-to-use interface where you can build and share entire visually-pleasing systems quickly With xTiles, you can start with a blank canvas, or you can tap hundreds of pre-built templates for inspiration.
Here are some of the ways business coaches and consultants can use xTiles to create visual business coaching tools and collaboration systems you are proud to invite people to and that your clients will love.
Vision Boards & Goal Setting
Every great project starts with a clear vision!
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xTiles visual tile system makes it easy for you to co-create a gorgeous high-impact vision board for your business or personal coaching client with powerful images, inspirational quotes, widgets, and goals, along with the dedicated step-by-step plan to get there that you help them plan and achieve. xTiles can even track their business and personal progress toward their goals.
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You can start with one of the many vision board templates with xTiles, or make your own customized template to share with your clients.
Project Management
xTiles is an excellent and flexible tool for visual project management. xTiles supports viewing your tasks within:
- Task tiles
- Kanban boards
- Gallery
- Calendars
- Tables
The table option comes with the capability of creating additional views by due date, priority, assigned, etc.
In addition to these flexible ways of showing the tasks, the “tile” options along with widgets and embed features makes it easy to add additional side tiles for information and tools like:
- Video instructions
- Timers like a Pomodoro timer
- Clocks
- Weather
- Calendars
- Life progress
- Quotes
- Language and hundreds of others
Essentially, you can help your clients build their own bespoke personal productivity system in xTiles, tailored to how your clients work.
Lean Canvas
As a business consultant, I used to write business plans for a living. These were huge, time-consuming monstrosities with 5 years of financial projections, an operating plan, a marketing plan, background, etc. They were usually a 30-40 hour time commitment to write, and the clients usually never looked at them again after they got their business funding.
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All that work, wasted!
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Now, when a client comes to me with a business or new product idea, we get together on xTiles to develop a visual Lean Canvas for the business or product idea. A Lean Canvas is a one-page business plan that helps the client quickly refine their idea by working with sections like:
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- Problem
- Existing Alternatives
- Solution
- Unique Value Proposition
- Unfair Advantage
- Target Customers
- High Level Concept
- Key Metrics
- Channels
- Cost Structure
- Revenue Streams
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Lean Canvas contains all the key elements of a business plan with lot less work, and in a very visually pleasing format. You can create a separate lean canvas for each of the client’s businesses or products.
SWOT: Strengths, Weaknesses, Opportunities, Threats
Another great template offered by xTiles is the SWOT matrix. SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. SWOT is a fast way to analyze your current business situation and identify areas you need to work on as well as potential opportunities you might be taking full advantage of.
Training Visuals
While coaching and training, I need a way to explain complex concepts visually. xTiles visual tile system works brilliantly for this. For example, here is a “Business Networking Flow” guide I put together  in just a few minutes using xTiles for members of my Connection Champions and Super Connectors Elite coaching programs.
Content Planning
I use xTiles to plan and manage my content creation. My content board in xTiles takes me through each step from Keyword research to content creation to content promotion, so I never miss a step, and I can see at a glance where I am with each piece of content.
Online Courses
Why not take your training further and create an entire online course in xTiles? xTiles lets you add:
- Embedded video and audio
- Screenshots & images
- Text “how to” instructions
- Checklists and templates
- Widgets
- Toggle sections
All in an easy-to-share format that is easy for your students to navigate.
Reporting/Reviews
xTiles is a great way to pull together reports for your clients. You can use the visual tiles to add text, images, tables, and even embed charts.
Business Proposals
xTiles is a great way to create and share visually pleasing business proposals that are easy to edit. Your proposal can include financial tables, charts, images, and videos.
Company Wiki/SOPs
Within your organization, it is critical to have a single source of truth for your information. xTiles is a great way to host all the documentation and training materials for your organization either by creating a company wiki or by using xTiles to host your Standard Operating Procedures (SOPs) manuals.
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Your SOPs can include:
- checklists
- task templates
- step-by-step instructions including images
- flow charts
- video training library
Note Taking/Second Brain
In today’s world, we are bombarded with overwhelming amounts of information every day – so we need a Second Brain!
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The Second Brain concept refers to using an external system for capturing, organizing, and retrieving information to reduce cognitive load and enhance productivity. It acts as an extension of your biological brain, allowing you to offload thoughts, ideas, and knowledge into a structured repository for future use.
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You can easily set up a lovely visual second brain using xTiles for your notes, add tags to make your notes and content easy to find, and you can creating links between notes and tiles to curate your content.
Custom Productivity/Management Systems
The problem with most productivity systems is that they are designed with only one approach to completing work that may not work for your industry or workflow.
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With xTiles you can create a custom workflow and productivity system for any industry or client, making your coaching and consulting expertise invaluable.
Media Asset Management
As your brand grows, you start to accumulate a lot of media assets. You can use xTiles to manage your media asset library to include elements like:
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- Images such as brand logos, infographics, product images, and other design elements
- Social media graphics
- Videos – product videos, review videos, animated clips, corporate videos, interviews
- Articles
- Press mentions
- Audio files – podcasts, sound effects, background music, voiceovers
- Documents like product catalogs, product descriptions, technical specifications
Marketing Plan
Create a shared marketing plan that your entire team can view, and collaborate on. Brainstorm your target audience, marketing messages, and the channels to reach them. Have a shared social media calendar to plan upcoming social messages and promotions.
Client Onboarding Systems
Create a client onboarding system to make it easy for new clients to succeed quickly within your programs.
Agency Management
Bring your entire agency to xTiles. Your agency can access:
- tasks
- calendars
- checklists & templates
- documentation and SOPs
- training videos
All in one central location.
Incorporate AI Agents Into Your Workflow
Artificial intelligence is here to stay and it is a great addition to your workflow. In addition to using AI, you can also create your own AI agents. Here is an example of an AI agent called Pathfinder that I created to help my clients with goal-setting using the SMART goal-setting process. I use xTiles to provide training materials, helpful videos, and goal-setting templates, and then embed Pathfinder within xTiles so that they can use the AI agent right within the productivity system!
This can be done for any AI agent. If you would like help creating your own AI agent, reach out.
Become an xTiles Partner
In addition to providing you with an excellent tool, you can also earn income by joining our partner program and recommending xTiles to your clients and others.
Signup & Test xTiles Visual Business Coaching Tools for Free
You can sign up for xTiles using this link. If you would like book a free demo of xTiles with me to brainstorm visual business coaching tools for your coaching practice, you can book a time here: https://bookme.name/CAPTAINTIME/lite/xtiles-productivity-tool-demo