Coaching & Content Notion Template | CRM, Client Portal & Planner
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- €30,95
- Sale price
- €30,95
- Regular price
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Transform your coaching practice with the Notion Coaching & Content Template, crafted specifically for coaches seeking to streamline their workflow. This comprehensive toolkit combines CRM, session management, content planning, task organization, financial oversight, and client collaboration into a single powerful hub.
Every feature is designed to enhance your productivity and efficiency. From managing client details to overseeing project timelines, this Notion template empowers you to operate at peak performance.
Key Features:
- Integrated CRM & Client Profiles: Maintain detailed client records, manage intake forms, set goals, track history, and schedule follow-ups with ease.
- Session Management: Organize agendas, take notes, track outcomes, and outline action items for each coaching session, ensuring nothing falls through the cracks.
- Dynamic Content Planner: Brainstorm ideas, develop briefs, maintain calendars, and manage your multi-platform publishing schedule seamlessly.
- Task & Project Management: Prioritize tasks, set deadlines, identify dependencies, and create recurring routines to keep your projects on track.
- Financial Dashboard: Track invoices, payments, income, and expenses, with simple reporting tools for better financial oversight.
- Secure Client Portal: Share plans, documents, invoices, and progress updates safely with your clients, enhancing transparency and communication.
Moreover, the template features a Resources & Research Hub, where you can access coaching methods, worksheets, and reusable assets. Utilize templates and automation features for quick notes, session summaries, and checklists.
Easily track progress with KPIs and review cadences, ensuring measurable results for both you and your clients. Keep contracts, proposals, and deliverables organized in one central location, making it easy to retrieve essential documents.
Elevate your coaching business today with the Notion Coaching & Content Template. Experience clear communication, faster delivery, and consistent results, all designed to help you flourish within Notion.
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All digital products and Templates including Notion templates, Business Plans, Contract Templates and the links to access the GPTs, are delivered instantly to your email after purchase, so you can start using them right away.
Unfortunately, due to the nature of digital products and to avoid fraud, we cannot accept returns or issue refunds unless technical issues. However, we’re confident you’ll love the value and functionality of our resources!
Absolutely! All of our Notion, Contract and Business templates are fully editable, allowing you to customize them to fit your personal or business needs perfectly.
Yes! Our templates are designed to help you organize and succeed in both your personal and professional life, making them versatile for any goal or project.
Not at all! Our templates are beginner-friendly, with simple layouts and instructions to help you get started quickly and easily.
The purchase of a template is for individual use only. If someone else would like to use it, they’ll need to purchase their own copy.
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