
Essential Coaching CRM - Notion Template
đź§ Essential Coaching CRM Template
Simplified Client & Session Management in Notion
🚀 Run your coaching business effortlessly with this clean, powerful Notion-based CRM—perfectly tailored for life coaches, wellness coaches, business mentors, and solo practitioners.
Manage your clients, sessions, tasks, and payments in one centralized, intuitive dashboard.
🔍 Preview Before You Buy
- 📽️ [Watch the preview] - A quick demo to explore the full functionality and layout before you buy
- đź“„ View the PDF sample here to preview the template structure.
âś… Why Coaches Love This Template
🗂️ All-in-One Client Management
Keep every client’s contact info, history, and profile details organized in one place.
📝 Effortless Session Tracking
Log session notes, track progress, and plan follow-ups with built-in templates.
📌 Action Item & Task Management
Stay on top of next steps and client assignments with a clear, minimalist task board.
đź’ˇ Minimalist, Plug-and-Play Design
No learning curve. Just duplicate, customize, and start managing your coaching workflow.
đź’° Built-In Payment Tracking
Track payments, invoice statuses, and due sessions—without leaving Notion.

🎨 Customizable for Any Coaching Niche
From career coaching to spiritual mentorship—tailor the template to fit your unique practice.
📦 What’s Included
✔️ Fully Editable Notion Template
✔️ Pre-Filled Sample Data – See exactly how to use it
✔️ Payment Tracking System
✔️ PDF Guide with Customization Tips
✔️ Lifetime Access & Free Updates
🔓 Instant Access – You’ll receive a secure PDF with your Notion template link right after purchase.
✨ Ready to Transform Your Coaching Workflow?
📥 [Get the Template Now]
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