Meridian OS - Notion Template

What is inside:

Client Management

Track every client from first inquiry to offboarding. Status pipelines, onboarding checklists, delivery modes, primary goals, coaching niche, and full history, all in one record.

Lead & Pipeline CRM

Never lose a lead again. An 8-stage pipeline tracks every inquiry from first contact to signed contract, with source tracking so you know what is actually working.

Session Delivery System

Log every session with structure, goals, key takeaways, client wins, action items, mood and energy, next session date, and attached documents. Your entire coaching record, organized.

Documents & Invoices Hub

Contracts, invoices, program plans, worksheets, intake forms, and welcome guides, all stored, linked to clients, and trackable by status. Know exactly what is signed, sent, paid, and outstanding at a glance.

Client Portals

Each client gets their own private page, their program overview, upcoming sessions, action items, documents, wins log, and session recaps. Share it with them in one click.

Progress Metrics Tracker

Universal metrics for any coaching niche, goal progress, confidence scores, clarity scores, mood, energy, habits, revenue, and more. Log results over time and see exactly where each client stands.

Universal Templates

Ten ready-to-use templates written in coaching language, coaching contract, invoice, intake form, welcome guide, program plan, session worksheet, goal-setting worksheet, progress review, cancellation policy, and email sequences.

Niche Packs

Seven optional add-on modules that layer niche-specific tools on top of the universal core, Fitness, Business, Life Coaching, Mindset & Performance, Health & Wellness, Career, and Relationship.

Built for:

• 1:1 coaches, group coaches, and hybrid coaches
• Online, in-person, and async delivery models
• Solo coaches and small coaching teams
• New coaches who need structure and experienced coaches who need consolidation

You will need: A free or paid Notion account

One-time purchase. Your to keep.

Everything is included from day one. No recurring fees for the standalone version.