Description
This comprehensive template is designed to empower coaches to effortlessly manage and guide their clients throughout their coaching journey, providing a personalized and impactful experience.
The Notion Coaching Client Portal includes pre-written text and can be reused for each new client.
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β Notion Template with 4 Main Sections:
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β’ Start Here: Provide guidance and set expectations
β’ Contract: Simplify managing and signing your agreement
β’ Payment: Handle financials, payment schedules, invoices, and receipts
β’ Intake Questionnaire: Gather vital insights about your client
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β’ Task Manager: Keep track of and assign tasks, homework, action steps and more
β’ Message Center: Answer questions, offer guidance, and share updates with client
β’ User Guide: Pre-written guide to walk your client through every aspect of the portal
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β’ Course: Organize and deliver your curriculum and course content
β’ Coaching: A hub for organizing your coaching sessions and policies
β’ Notes & Homework: Boost accountability and drive engagement with pre-written Session Prep Forms, Coaching Notes, and Homework
β’ Resources: Equip your clients with a curated collection of resources
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β’ Recap: Recap your journey and celebrate their wins.
β’ Reflect: Deepen clients’ insights and self-awareness with prompts and exercises
β’ Feedback: Gather their thoughts and feedback so you can improve
β’ Next Steps: Share your other offers for continued support and encourage referrals
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β’ Detailed Template Guide with step-by-step instructions for every section
β’ Clear guidelines on granting client access to their personalized portal
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https://youtu.be/9srvblih3bU
β Works with the free version of Notion
β Fully Customizable: Add your branding, links, and additional details
β Easy Access: Use on Desktop, Mobile, or Tablet
β User-Friendly: Clean, organized layout tailored for coaches
β Time Saver: Save hours of design and organization work, allowing you to focus on what truly matters – guiding your clients to success
