Canva Secrets Every Coach Needs to Know

As a coach, course creator, and content creator, I've found that the right tools can make all the difference in managing an efficient and successful business.


One tool I cannot do without is Canva. Throughout my journey, I've uncovered several tips and tricks that have made my use of Canva not only effective but also quite fun.


Let me take you behind the scenes and share these secrets with you.

Set Up for Success

The first piece of advice I want to give you is to download and install the desktop version. It allows you to keep your tabs open even if you close the app, which is a lifesaver for projects that span multiple work sessions. Many of my projects require several sittings, and having my work readily accessible when I jump back in makes my workflow much smoother.

Organize with Whiteboards

An innovation I love is using a whiteboard within Canva to organize my ideas and inspirations. I call it my "ideas and swipe file." Here, I store designs, social media posts, slides, and other elements that pique my interest. This setup allows me to have all my resources at a glance whenever I start a new project.

Use Brand Summaries

If you're using Canva's free version, you can create a brand summary to keep all your branding materials in one place. Keep it as one of the tabs you always have open. Then just copy your brand colors from the brand summary into your new project. All of those colors will show up as document colors on the top left when you click on colors.

Create Lead Magnets Effectively

One of the most invaluable uses of Canva for me is creating lead magnets. Instead of selecting complete Canva templates, which might include pages you don't need, I recommend starting with a custom-sized blank page. You can then add elements page by page as necessary.


Also, make sure to focus on layouts rather than colors or fonts when selecting designs, as these can easily be modified later to match your brand. Once you have your foundation, jump into customizing colors, fonts, and images to truly make the document your own, while keeping a cohesive design. Make sure to watch the video to see how to do this.

Repurpose for Opt-In Pages

When creating a thumbnail for the opt-in page, it's easy to copy an entire page from your lead magnet as an image. Then, that image can be plopped into a mockup thumbnail. (see the video for how I do this).

Optimize Social Media Posts

A structured way to manage social media content is to maintain templates that include outros for multiple platforms like Instagram, YouTube, and LinkedIn. This not only ensures a cohesive visual identity but also streamlines the creation process. The ability to save and repurpose these templates across different platforms adds a great layer of efficiency. Watch the video to see how I use one social media template to create content for the three platforms I just mentioned.

Explore these strategies to enhance your coaching business and see how Canva can make your work easier, faster, and more enjoyable. Happy creating!

With love & joy,

Whenever you're ready, here are 3 additional ways I can help you:

  • Coach.Convert.Connect. System Cheatsheet (and bonus training). Download the cheatsheet for the unique step-by-step implementation program that teaches coaches, consultants, and experts how to build six-figure businesses without spending countless hours on ineffective marketing strategies, a ton of money on expensive and generalized courses, or neglecting their personal lives.
  • The Coach Action Plan. In this 90-minute call, you'll get my personal guidance to uncover what your best next steps are in your business. You'll come away with a customized action plan for the next 90 days so you have the confidence and clarity to make massive traction in your business, guaranteed.
  • Coaching with Me Personally. I use my proprietary Coach.Convert.Connect System to guide you in one-to-one coaching designed to help you grow a six-figure business in less than a year. You'll get fantastic support from me personally and access to all the training and resources you need to grow a thriving coaching business. Schedule a call to see if it's a good fit for you.
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