Coaching Client Tracker Spreadsheet, Google Sheets Coach CRM, Session Notes, Renewal Planner, Excel

Run your entire coaching practice from one spreadsheet.

CoachOS is a complete business system for coaches, consultants and therapists who have outgrown a notes app and a calendar. Nine connected tabs, built so that entering a session once updates your client roster, your package progress, your revenue and your follow-ups at the same time. Plus five printable worksheets for the parts that belong on paper.

No account to create. No software to install. No subscription. Download the files and open them.

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WHAT MAKES THIS DIFFERENT

Most coaching templates are a set of tidy tables. This one watches your business for you.

CLIENT HEALTH — Every active client shows a live health signal based on how long it has been since their last session. Green under two weeks, amber under a month, red beyond that. Nobody notices a client quietly drifting away in real time. This does.

RENEWAL RADAR — When a client has two sessions left in their package, the sheet tells you. The renewal conversation goes better two sessions early than in the final five minutes of the last call, and this is the only reminder you will get.

EFFECTIVE HOURLY RATE — Your offers tab divides each package price by the hours it actually costs you to deliver. It is often uncomfortable reading, and it has changed more pricing decisions than any spreadsheet I have built.

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WHAT'S INSIDE

THE TRACKER — one spreadsheet, nine tabs

→ Dashboard — your practice, your money and your plate on one screen
→ Clients — status pipeline, health signals, package progress, lifetime value, renewal alerts
→ Sessions — every session with wins, blockers and an energy rating
→ Action Items — split into your plate and client homework, with overdue flags
→ Offers — each package with its true effective hourly rate
→ Finances — income, expenses, running net and an unpaid invoice view
→ Goals — quarterly targets with live progress
→ Testimonials — quotes with the permission level attached, so nothing gets misused
→ Start Here — the ten-minute setup, built into the file

THE PRINTABLES — five worksheets, print as many as you like

→ Session Note — the structure that makes notes worth keeping
→ Client Profile — patterns, context and what works with this person
→ Discovery Call — including honest signs to refer someone on
→ Engagement Wrap-Up — the artefact clients keep, and your best referral trigger
→ Weekly Practice Review — fifteen minutes on a Friday that pays for the kit

Plus a Start Here guide, and ten realistic sample clients so you can see the whole thing working before you clear them out.

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HOW IT WORKS

1. Buy and download — three files, instantly
2. Open the tracker in Excel, or upload it to Google Drive for Sheets
3. Enter your offers, clear the samples, add one client
4. Ten minutes and it is yours

Works in Microsoft Excel, Google Sheets, Apple Numbers and LibreOffice. Worksheets print on A4 and US Letter.

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WHO IT'S FOR

Life and business coaches, executive coaches, career coaches, consultants, therapists in private practice, nutritionists, and anyone running a session-based practice with more than three clients at once.

If you are still tracking clients across a notes app, a calendar and your memory, this is built for exactly that moment.

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FREQUENTLY ASKED

Do I need Excel?
No. It opens in Google Sheets for free, and in Apple Numbers or LibreOffice too. Every formula carries across.

I am not confident with spreadsheets. Is this too advanced?
No. You only ever type in the blue columns. The black ones calculate themselves, and the Start Here guide walks you through it step by step.

Can I change it?
Completely. Add columns, rename things, delete tabs you do not use. Nothing is locked or password protected.

Does it come with sample data?
Yes, and that is intentional — an empty spreadsheet teaches you nothing. Ten realistic sample clients are included so you can see how it behaves, plus instructions to clear them in two clicks.

Are the worksheets editable?
They are print-and-fill PDFs, designed to be written on by hand or annotated on a tablet.

Is it a subscription?
No. One payment, lifetime access, free updates.

What if I get stuck?
Message me through your Etsy order. Real answers, usually within a day.

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DELIVERY

Instant download. All three files are available the moment payment clears.

Because this is a digital product delivered instantly, all sales are final. If anything is not working, message me — I would much rather fix it than have you sit with a file that does not fit.

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HOW THIS WAS MADE
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Etsy asks sellers to be clear about this, so here it is: this file was created with the help of AI tools, directed and put together by me.