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Price:CA$31.11

Coaching Client Portal Notion Template, Coach Client Onboarding in Notion Template for Coaches, Client Management, Notion Coaching Program

Name: Coaching Client Portal Notion Template, Coach Client Onboarding in Notion Template for Coaches, Client Management, Notion Coaching Program
Brand: JuliaOnPurpose
SKU: 1513969234
Price: 31.11 CAD
Availability: InStock
Rating: 4.9 (712 reviews)

JuliaOnPurpose

You can only make an offer when buying a single item.

Star Seller. This seller consistently earned 5-star reviews, dispatched on time, and replied quickly to any messages they received.

Highlights

Designed by JuliaOnPurpose
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 PDF

The Notion Template Coaching Client Portal is the ultimate tool to streamline your coaching process and provide an exceptional client experience. Manage and guide your clients throughout their coaching journey

The Notion Coaching Client Portal includes pre-written text and can be reused for each new client.

✨ 𝗕𝗨𝗡𝗗𝗟𝗘 & 𝗦𝗔𝗩𝗘 – Get lifetime access to this template plus all my other personal use Notion templates in one ultimate bundle: https://etsy.me/48GnLDN

------------------------
𝗪𝗛𝗔𝗧'𝗦 𝗜𝗡𝗦𝗜𝗗𝗘
------------------------

→ Notion Template with 4 Main Sections:

➊ 𝗢𝗡𝗕𝗢𝗔𝗥𝗗𝗜𝗡𝗚
-------------------
• Start Here: Provide guidance and set expectations
• Contract: Simplify managing and signing your agreement
• Payment: Handle financials, payment schedules, invoices, and receipts
• Intake Questionnaire: Gather vital insights about your client

➋ 𝗧𝗔𝗦𝗞 𝗠𝗔𝗡𝗔𝗚𝗘𝗥 𝗔𝗡𝗗 𝗦𝗨𝗣𝗣𝗢𝗥𝗧
-------------------
• Task Manager: Keep track of and assign tasks, homework, action steps and more
• Message Center: Answer questions, offer guidance, and share updates with client
• User Guide: Pre-written guide to walk your client through every aspect of the portal

➌ 𝗖𝗢𝗔𝗖𝗛𝗜𝗡𝗚 𝗣𝗥𝗢𝗚𝗥𝗔𝗠 𝗗𝗘𝗟𝗜𝗩𝗘𝗥𝗬
-------------------
• Course: Organize and deliver your curriculum and course content
• Coaching: A hub for organizing your coaching sessions and policies
• Notes & Homework: Boost accountability and drive engagement with pre-written Session Prep Forms, Coaching Notes, and Homework
• Resources: Equip your clients with a curated collection of resources

➍ 𝗢𝗙𝗙𝗕𝗢𝗔𝗥𝗗𝗜𝗡𝗚
-------------------
• Recap: Recap your journey and celebrate their wins.
• Reflect: Deepen clients' insights and self-awareness with prompts and exercises
• Feedback: Gather their thoughts and feedback so you can improve
• Next Steps: Share your other offers for continued support and encourage referrals

→ 📖 𝗜𝗡𝗦𝗧𝗥𝗨𝗖𝗧𝗜𝗢𝗡𝗦:
• Detailed Template Guide with step-by-step instructions for every section
• Clear guidelines on granting client access to their personalized portal

→ 🎥 𝗣𝗥𝗘𝗩𝗜𝗘𝗪 𝗩𝗜𝗗𝗘𝗢 𝗛𝗘𝗥𝗘:
https://youtu.be/9srvblih3bU

------------------------
𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗦
------------------------

→ Works with the free version of Notion
→ Fully Customizable: Add your branding, links, and additional details
→ Easy Access: Use on Desktop, Mobile, or Tablet
→ User-Friendly: Clean, organized layout tailored for coaches
→ Time Saver: Save hours of design and organization work, allowing you to focus on what truly matters - guiding your clients to success

------------------------
𝗪𝗛𝗔𝗧 𝗜𝗦 𝗡𝗢𝗧𝗜𝗢𝗡
------------------------

Notion is a powerful all-in-one workspace to organize, plan, and manage tasks or projects. It’s perfect for running your coaching business, tracking progress, and staying productive.

------------------------
𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦
------------------------

1. Create a free Notion Account
2. Download: You’ll receive a PDF with the template link and instructions after purchase.
3. Duplicate: Add the template to your Notion workspace.
4. Customize: Tailor the template to fit your coaching business needs.
5. Share: Customize the content to align with your program, fill in your information, and invite your client to the portal. The template includes instructions on how to grant access to your clients for the portal.

------------------------
𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧
------------------------

✔ Instant Download – No physical product will be shipped.
✔ Refund Policy – Due to the digital nature of this product, refunds cannot be offered.
✔ For Personal Use Only – All materials are copyrighted © Julia On Purpose, LLC. Redistribution or reselling is strictly prohibited.
✔ Support – Need help? Reach out anytime – I’m happy to help!

------------------------
𝗞𝗘𝗘𝗣 𝗦𝗛𝗢𝗣𝗣𝗜𝗡𝗚
------------------------

You might also like...

★ Notion Coaching Proposal - https://www.etsy.com/ca/listing/1466628337/notion-coaching-proposal-template-client

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Reviews for this item

What buyers say, summarised by AI: Great quality Love it

4.9

(15 reviews)

4.6 Item quality

4.9 Delivery

4.8 Customer service

89% Buyers recommend

5 This item

LaDonna 17 Feb, 2026

Fantastic template and very easy to use!

LaDonna 17 Feb, 2026

5 This item

Marcelle 01 Dec, 2025

Very good product! well done

Marcelle 01 Dec, 2025

5 This item

Alex 18 Aug, 2024

Quality notion template with great tutorial for setup, I highly recommend this template

Alex 18 Aug, 2024

Response from Julia

Hey Alex, thank you for taking the time to leave a review! I'm so happy you are happy with your purchase!

5 This item

Lana 10 Mar, 2024

Thank you for such great resources!

Lana 10 Mar, 2024

Julia

JuliaOnPurpose ·

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