If you’re running a coaching business, you already know how quickly things can feel scattered.

Clients in one place.
Session notes in another.
Tasks in a random list.
Programs outlined in Google Docs.

It works… until it doesn’t.

That’s exactly why I built a complete Notion setup to help coaches manage their business in one place – and in this new video, I walk you through the entire system step by step.

Watch the Walkthrough Video

Try the free Mini Version

If you want to test the structure first, grab the free mini version of the Coaching Planner and try it out in your own workspace.

What the full Notion Setup Includes:

Inside this dashboard, I show you how to manage:

  • Client information
  • Coaching sessions & notes
  • Tasks and weekly planning
  • Programs and offers
  • Finances
  • Big-picture business goals and so much more

The power isn’t in any one page — it’s in how everything connects together.

If you’re looking for a simple, flexible system that doesn’t require complicated software, this might be exactly what you need.

Want the full System?

If you’d like the complete version shown in the video – including all dashboards, linked databases, and expanded planning sections – you can find it here: