Notion Template for Coaches | Coaching Business Planner CRM Client Tracker Client Onboarding Invoice Tracker Course Creator Client Manager

Struggling to keep track of clients, sessions, and invoices all at once? This Notion Template for Coaches gives you a complete business system — CRM for coaches, session planner, invoice manager, and client onboarding — all in one place. No more scattered spreadsheets. Just one dashboard to run your entire coaching business. This Coaching Business Planner helps you with your client communications, track key metrics and targets, and streamline invoicing with the dedicated invoice manager!

➜ Watch the Template Tour here: https://youtu.be/k9iS_5hJ2rI

➜ HOW IT WORKS

1. PURCHASE the item and download the PDF with the link to access your Notion Template for Coaches.


2. DUPLICATE the template to your Notion workspace to start editing.

3. EASY SET UP Watch the full tutorial to help you navigate & use the template immediately.

➜ WHAT'S INCLUDED

• DASHBOARD: review your daily tasks, sessions, upcoming follow-up calls, invoices, and active clients

• CLIENT MANAGER: organise and access your client list & pipeline

• CRM system to focus on leads, follow-ups, active, and past clients

• CLIENT PAGE: personalised client hub to collect key information, documents, notes, tasks and track the progress of your coaching for each client

• BUSINESS HUB: set and track business goals and targets, and collect important resources for your business

• PLANNER: manage your agenda, avoiding burnout and overlapping of tasks and sessions

• COACHING HUB: organise all your services and programmes as a coach or online teacher

• LOGBOOK: track all key metrics and targets you want to achieve

• INVOICE MANAGER: stay on top of your cash flow and track payments from your clients

➜ BONUS: TEMPLATES for CONTRACT, PROPOSALS, ONBOARDING + OFFBOARDING PHASES, INVOICES

➜ IMPORTANT NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our priority, so please reach out if you have any issues with your order!

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimised for desktops and laptops. When viewed on smaller devices, the pages' appearance may differ from the listing photos.

🌟 ALSO IN THIS COLLECTION:

CLIENT PORTAL for COACHES: https://payhip.com/b/NnlJT

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form, even if you have made modifications. By purchasing this product, you accept these terms.

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