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Everything You Need to Run Your Coaching Business in Notion
Organize your business, onboard clients professionally, and deliver an exceptional coaching experience all from one connected workspace.
A Seamless Experience From Start to Success
1. Inquiry
Potential client learns about your coaching and expresses interest.
2. Proposal
Send a professional proposal that presents your offer
3. Client portal
Welcome every client into their own organized coaching portal
4. business planner
You manage everything
behind the scenes in your business planner.
what's inside
Complete System to manage your Coaching Clients and Business
Three Templates. One Complete Coaching System.
Coaching proposal
Coaching business planner
Manage your content, offers, goals, finances, projects, and clients from one dashboard.
Coaching client portal
take a closer look
Coaching Client Portal
- Onboarding
- Communication & Support
- Coaching Program Delivery
- Session Notes & Homework
- Offboarding & Next Steps
See what’s inside the Coaching Client Portal:
take a closer look
Coaching Proposal
Give every client a polished, organized experience from day one.
- Introduction
- Coaching Package
- Past Results
- Next Steps
- Contact
take a closer look
Coaching Business Planner
Your complete business headquarters.
- Coaching Hub - Clients, Programs, Documents, Sessions, Feedback
- Planning Hub - Brain Dump, Tasks, Planner, Goals
- Business Hub - Branding, Content, Referrals, Finances
- Personal Hub - Growth, Mindset, Habits, Vision
IS THIS BUNDLE RIGHT FOR YOU?
Perfect if you...
Beautiful, functional client portals your clients will love – and you can sell today.
- Offer 1:1 coaching
- Run group coaching programs
- Want a more professional client experience
- Love organized systems
- Are tired of searching through emails and Google Docs
Instant Access – Works with free Notion Account
beyond the templates
Tutorials, Templates and Features to save you time
Let's sum it up
here's what you'll get...
- Coaching Business Planner
- Coaching Client Portal
- Coaching Proposal Guide
- Instructional Guides & Videos to help you get set up
All of your Workflows in one Place
Frequently Asked Questions
No, everything works perfectly with the free version of Notion
Absolutely! Change the colors. anons, wordinal branding, and layouts to tit your business
Yes! Simply duplicate the
portal for each new client. Instructions included!
While the template includes detailed instructions and video tutorials, it’s not ideal for complete Notion beginners. You should have a basic understanding of Notion’s features to get the most out of this system.
However, this specific bundle is organized, intuitive and easy to navigate. I also included step-by-step instructions and videos to help you get set up.
You get lifetime access to everything. There are no recurring fees, pay once, access forever.
Due to the digital nature of this product I’m unable to offer refunds. Please ensure you read all the information on the sales page and in this FAQ section carefully before making your purchase.
contact
Don't see your Question in the FAQ's?
You can email me directly at info@juliaonpurpose.com to get in touch and I’ll get back with you within 48 business hours.
