Notion Template Coaching Planner

Are you a coach or therapist who has multiple clients at the same time and needs to get organized? Are you also looking to stand out from the competition by delivering an excellent customer experience? Then this Notion Project Planner & Client Portal is the ultimate coaching template for you!

→ WHY?

It will help you tremendously with your project management, client CRM and client communication.

→ HOW?

With this template you can assign each coaching project to a specific client. Also, each project is associated with a personalizable client portal, that you can later share with your client. The portal is a central workspace where you and your coachee have everything you need on ONE platform. Finally you don’t have to deal with multiple apps and programs to manage client communication, data transfer, feedback etc. anymore. I've designed this template specifically for your coaching business - always with you in my mind - to help you work more efficiently and save you and your clients valuable time.

→ USE THIS COACHING TEMPLATE TO:

• organize different coaching projects at once

• file your offers, packages & courses

• store all your clients details in a central area

• share documents with your coachee (like your contract, invoices, worksheets, etc.)

• upload informative videos and/or course material

• get to know your client better with the help of 25 pre-formulated questions from the pre-coaching questionnaire

• add upcoming payments and calculate optional discounts in seconds with advanced table settings

• create a personalized roadmap for your client including timeframes, deadlines and reminders, so they always know what the next step on their journey is

• easily assign tasks and homework to particular stages or sessions

• send messages and be notified when you have received a response

• keep your client motivated by leaving them hand-picked inspirational notes at the top of their dashboard

• encourage your client to focus on their goals, define action steps to reach them and view the progress in the progress bar

• provide your coachee with a “daily habits and journaling” area, so they are always aware of their growth and their development

• collect valuable feedback that will help you to improve your service and testimonial videos that support you in attracting new clients

Make your client’s life easier. Remember: A happy customer is a repeat customer. ;)

→ WHO IS THIS TEMPLATE FOR?

This template is designed for (any) coach looking for a professional and organized way to structure their projects, their individual coaching sessions and coaching materials. The template is specifically designed for coaches who offer 1-1 sessions (no group sessions) and work with multiple clients at the same time. The entire template is 100% customizable and comes with detailed database instructions in the client portal plus two video tutorials. Important: This template is a complex system and requires basic knowledge in using Notion.

→ ADDITIONALLY INCLUDED IN THE CLIENT PORTAL:

• Area for your profile picture + business and contact information + social media links

• “Quick Links” buttons (to quickly access contract details, payment information etc.)

• Modern clock widget at the main dashboard

• Table to include hand picked & helpful resources

• Monthly reflections with 11 pre-written questions

• Vision board – a visual reminder of your cachees’ goals and intentions

• Table for upcoming and completed tasks with easy access from the main dashboard

• FAQ section with question suggestions

• Final feedback form with 6 pre-written questions + the possibility to have a testimonial video uploaded by your coachee

• Administration configuration: All tables as original master databases with several different view options and user instructions

→ WHAT IS NOTION?

Notion is an amazing online tool that helps you write, plan & organize your business in one place. Unlike paper planners, Notion templates are interactive and can be customized to match your – and your clients – specific needs.

→ IS IT FREE TO USE?

Yes! Notion has a FREE plan that you can use with this template.

→ IMAGINE HOW IT WOULD FEEL…

• to manage several coachings at the same time without getting overwhelmed

• to see all the timeframes for your different projects at a glance

• to always be in tune with your coachee, sharing the same understanding and vision

• to have a straightforward but highly effective communication system, so you’re finally able to say goodbye to the endless cycle of emails and direct messages

• to have all the important resources for you and your client in one single organized place

• to leave a lasting impression upon your coachees by inviting them to their individual, customized workspace

• to streamline and simplify the workflow with your clients, so you don't have to start from scratch when onboarding new ones

• to only focus on what you do best: helping your clients achieving their goals

→ HOW TO USE IT?

1. Upon purchase, you will receive a downloadable PDF file with three links. One link to access this template and another two links that will take you to video tutorials on how to use the template correctly.
2. Open the first link to duplicate the template into your own Notion account. To do this, simply click "Duplicate" (found in the upper right corner of the window). Be patient, it might take a few minutes to duplicate all information. The template will now appear in your Notion workspace.
3. Next, please open the video links and watch the tutorials on how to use the template properly.

→ IMPORTANT

• To use this Notion template you will need to create a free account at [www.notion.so](http://www.notion.so/)
• You can use this template on any device and any operating system as long as you are logged into your Notion account. However, this template is primarily designed for desktop usage.
• If you are using the Notion Desktop app on your computer, the client portal may take longer to load if you open it for the first time. For this reason, I recommend to use the template with the browser version on your desktop.
• Each Notion template in my shop is independent and not linked/connected to another one.
• You only hold a limited license to use this template. You must not redistribute or reproduce or sell the template to any person in any manner. Any violation of the policy will result in legal action.
• This is not a physical item! It is a digital file created for the software Notion.
• Due to the nature of the digital products refunds are not available, all sales are final.

If you are not sure if this template really works for you or if you have any other questions before buying, please don't hesitate to send me a message. I‘ll be happy to help you and try to reply within 24 hours.