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Coaching Business Notion Template: Client Management, Session Notes (Digital Download)

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Highlights

  • Designed by StudioFoundryCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 2 PDF

This Notion template for coaches is the perfect tool to help you stay organized and running your coaching business smoothly. It is designed to support your business and streamline your daily tasks and is a very simple way to keep track of your clients, session notes, meetings, tasks and complete, track their goals and share resources quickly.

HERE’S WHAT YOU GET:

PRE SESSION NOTES FOR COACH TEMPLATE
Easily organize what you want to cover in the upcoming session with your client.

SESSION NOTES FOR COACH TEMPLATE
Use this template to document what you're learning about your client, recurring themes as well as challenge areas and action steps.

SESSION NOTES FOR CLIENT TEMPLATE
Save time and organize your feedback for clients with this template following each session.

CLIENT PORTAL
Upload & share documents, invoices, intake forms, feedback & more with this pre-built client portal.

CLIENT CRM
Organize your clients, follow up with leads and close more deals.

PRODUCTIVITY PLANNER
Keep track of daily tasks and plan appointments without being overwhelmed

BUSINESS GOALS
Set your business goals, plan and take action to reach your dream coaching business

NOTE TAKER
Easily type and store notes from client meetings, phone calls and projects

FINANCE HUB
Track income and expenses, keep track of taxes payable, and let your accountant do the rest.

INVOICE TEMPLATE
A clean, simple invoice template for your coaching business.

PROPOSAL TEMPLATE
Save time and look professional with this template

TIME SHEET TRACKER
Because getting paid is the most important part of growing your business.

BRAND GUIDE
Keep all your brand assets together in one place.

SOCIAL MEDIA MARKETING
A hub for all your social media accounts and tracking post metrics

CONTENT PLANNER
Full content strategy and planning hub for marketing your coaching brand.

AD CAMPAIGN TRACKER
Manage all your advertising spend and improve your marketing efforts.


TEMPLATE GUIDE | A full template guide to get you quickly started


HOW TO ACCESS TEMPLATE:

Immediately following purchase a PDF will be added to the "Downloads" section of you Etsy account. Enclosed is the link to transfer the template to your Notion, along with instructions for use.

Not sure how to navigate to the "Downloads" section? Follow the instructions here: https://help.etsy.com/hc/en-us/articles/115013328108-How-to-Download-a-Digital-Item

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TERMS OF USE:
Purchase of this file entitles the purchaser to use this file for non-commercial use, only. This file must not be shared, reproduced or sold.

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Reviews for this item

Buyer highlights, summarised by AI: Beautiful · Would recommend · Great experience · Perfect addition · Easy to use

4.7

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(6 reviews)

5.0 Item quality
5.0 Delivery
5.0 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

KLee 29 Oct, 2023

Ok WOW, I have been trying to set notion up for my coaching business and getting tripped up at the CRM, client onboarding, calls, and organization (newer to notion), and did not want to spend hours learning and playing with it. This template is AWESOME!! Even better than expected and she's got tutorials to walk through every tab for the noobs like me so that we can get everything out of the template and use notion to manage coaching clients. Highly recommend (PS I rarely come back to leave reviews so you know its good lol)

KLee 29 Oct, 2023

5 out of 5 stars 5 This item

Lorie 12 May, 2023

Great purchase! Thank you.

Lorie 12 May, 2023

Response from Marie

Thanks Lorie and best wishes for your business!

5 out of 5 stars 5 This item

Anh 19 Feb, 2023

This template is PERFECT. It’s beautiful and Everything I need and then some. I would’ve loved a video going through it all but there are notes on each page for how to use. Thank you ☺️

Anh 19 Feb, 2023

5 out of 5 stars 5 This item

Dannesse 18 Oct, 2022

Beautiful and easy to use!!

Dannesse 18 Oct, 2022

StudioFoundryCo
Marie
StudioFoundryCo ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.8
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