As a digital course co-producer, you’re not just a “helper” behind the scenes — you’re the person who turns expert knowledge into a structured, high-converting, and professional digital product. But to do that efficiently, you’ll need the right set of tools.
In this article, you’ll discover the essential tools used by successful course co-producers — from planning and collaboration to course hosting, marketing, automation, and analytics. Whether you’re just starting out or looking to level up your workflow, this list will help you build a streamlined and effective tech stack.
Let’s dive in.
1. Project Management: Trello or ClickUp
Every course launch has dozens of moving parts: content creation, video editing, funnel building, email writing, ad setup, and more.
Without a clear plan, everything falls apart. That’s why project management tools are your best friend.
✅ Recommended Options:
- Trello: Simple and visual, great for solo projects or small teams.
- ClickUp: More robust, ideal for advanced tracking, timelines, and collaboration.
Why Use It:
- Keep tasks organized and visible
- Track deadlines
- Delegate responsibilities (if working with a team)
- Communicate clearly with your expert
Tip: Create reusable templates for your course production workflow to save time on future projects.
2. Video Recording and Editing: Loom + CapCut (or Descript)
Most online courses are video-based, and your expert will need help producing professional-looking content — especially if they’re not tech-savvy.
✅ For Recording:
- Loom: Excellent for screen recording, webcam + slides, and giving visual feedback.
✅ For Editing:
- CapCut (desktop): Free, beginner-friendly editor with great functionality.
- Descript: Great for editing based on text transcripts (ideal for podcasts or talking-head videos).
Why Use It:
- Trim awkward silences
- Add titles, transitions, and branding
- Export to multiple formats (for course platforms or marketing clips)
Bonus: Use these tools to create teaser videos for the sales page or social media content.
3. Course Hosting Platforms: Hotmart, Teachable, or Kajabi
This is where your course will live — and where students will access the content.
✅ Options to Consider:
- Hotmart: Popular in Latin America and Europe. Handles payments, affiliates, and offers basic course structuring.
- Teachable: Great for beginners, drag-and-drop interface.
- Kajabi: Premium all-in-one solution (courses, email, funnels, payments).
Why Use It:
- Easy delivery of content
- Built-in payment processing
- Student progress tracking
- Affiliate system (in some platforms)
Tip: If your expert already has an audience, choose a platform with strong email integration and upsell options.
4. Email Marketing: MailerLite, ConvertKit, or ActiveCampaign
Email is one of the most powerful tools for launching and selling courses. You’ll use email to:
- Build anticipation before launch
- Nurture leads
- Announce bonuses and deadlines
- Recover abandoned carts
- Onboard new students
✅ Best Options:
- MailerLite: Free tier, great for beginners.
- ConvertKit: Tailored for creators, simple automation and tagging.
- ActiveCampaign: Advanced features for segmentation and automation.
Why Use It:
- Create autoresponders
- Send targeted campaigns
- Measure open/click rates
- Build long-term relationships
Pro tip: Segment your list based on interest, behavior, and stage in the funnel for better conversions.
5. Sales Page and Funnel Builders: Systeme.io, Leadpages, or WordPress + Elementor
Your course won’t sell itself — it needs a high-converting funnel. That includes:
- Landing pages
- Lead magnet delivery
- Checkout pages
- Upsell/downsell offers
- Thank-you page with next steps
✅ Recommended Tools:
- Systeme.io: All-in-one, free plan available, perfect for lean launches.
- Leadpages: User-friendly drag-and-drop landing page builder.
- WordPress + Elementor: Flexible and customizable, but requires more setup.
Why Use It:
- Capture leads efficiently
- Control the user journey
- Showcase testimonials and course benefits
- Drive urgency with timers or bonuses
Reminder: Split-test pages and headlines to improve conversion rates over time.
6. Design Tools: Canva and Figma
Beautiful visuals = professional first impression. As the co-producer, you’ll often be responsible for:
- Slide deck design
- PDFs or workbooks
- Social media content
- Sales page graphics
✅ Recommended Tools:
- Canva: Easy to use, with hundreds of templates. Ideal for non-designers.
- Figma: Better for advanced UI/UX design and collaboration (great if building from scratch with a dev team).
Why Use It:
- Build consistent branding
- Improve student engagement
- Elevate perceived value of the course
Power tip: Create a branded template pack for all your client courses.
7. Automation Tools: Zapier and Make (Integromat)
The more launches you do, the more you’ll need automation to save time and avoid manual errors.
✅ Automation Use Cases:
- Automatically enroll new students in a course after payment
- Add new leads from landing pages to your email tool
- Send Slack/Telegram notifications when sales happen
- Auto-send certificates or feedback requests
Recommended Tools:
- Zapier: Easiest to use, integrates with thousands of tools.
- Make (Integromat): More powerful but has a steeper learning curve.
Tip: Start with basic automation (like email capture → tag → sequence) and scale up from there.
8. Analytics Tools: Google Analytics + Platform Insights
If you’re not tracking your results, you’re flying blind. As a co-producer, you need to know:
- Where leads are coming from
- What pages convert best
- How many people abandon the cart
- Which emails perform best
✅ Tools to Use:
- Google Analytics: Website and funnel traffic.
- Hotmart or Kajabi dashboards: Built-in sales and student metrics.
- Looker Studio: For creating custom dashboards.
Why Use It:
- Improve launch strategies
- Spot bottlenecks in funnels
- Optimize ad spend
- Impress your expert partner with clear reporting
9. Collaboration Tools: Google Workspace or Notion
Collaboration is at the core of your work. You’ll need to share:
- Course outlines
- Video scripts
- Email sequences
- Design drafts
- Launch calendars
✅ Best Tools:
- Google Docs, Sheets, Drive: Cloud-based and easy to use.
- Notion: All-in-one workspace for task tracking, documents, and databases.
Why Use It:
- Keep communication smooth
- Centralize all project assets
- Avoid confusion and delays
10. Scheduling and Meeting Tools: Calendly + Zoom
As the co-producer, you’ll be managing meetings, interviews, coaching calls, and feedback sessions. Having smooth scheduling is a must.
✅ Tools:
- Calendly: Let partners book time on your calendar automatically.
- Zoom: Ideal for screen sharing, recording, and virtual collaboration.
Extra: Use Zoom recordings for live Q&As or webinars that can be repurposed as course bonuses.
Bonus: AI Tools for Speed and Support
AI can save you hours each week when used wisely.
✅ Use Cases:
- ChatGPT: Drafting emails, refining copy, brainstorming headlines
- Grammarly: Polishing writing and checking tone
- Tome: AI-powered pitch decks and visual storytelling
- ElevenLabs: Voiceovers for intro/outro videos
Just remember: use AI to assist, not replace. Your human creativity and strategy are what truly make your co-productions valuable.
Final Thoughts: Your Toolbelt Is Your Advantage
You don’t need every tool on this list from day one. But as a digital course co-producer, the more familiar you are with essential platforms, the faster and more professionally you’ll deliver results.
Start lean.
Master a few core tools.
Build systems and templates as you go.
Eventually, you’ll have a complete co-production toolbox — and that’s what allows you to take on bigger projects, charge more, and grow your impact as a strategic partner.