The Notion Coach­ing tem­plate & OS

Ever secret­ly wished to get rid of your spread­sheets and numer­ous apps and just to track your clients process and deliv­er them a great coach­ing experience?

How about you have a sys­tem that rep­re­sents your style?

How about hav­ing one cen­tral loca­tion to track ses­sions, check-in on your clients progress and still cre­ate a unique coach­ing jour­ney for your clients? It may have tak­en you years to devel­op your most impact­ful coach­ing process — now you want to bring it into a sta­ble set­up. The Notion Coach­ing tem­plate helps you to organ­ise your clients and reflect your per­son­al coach­ing process.

.

Upgrade your busi­ness with less data clut­ter with the Notion Coach­ing template

This tem­plate is great for coach­es who want to man­age their busi­ness, includ­ing client por­tal, in Notion. With the Notion Coach­ing tem­plate you save your­self end­less hours fig­ur­ing out how to set it up your­self and it’s made by a Cer­ti­fied Notion Con­sul­tant to guar­an­tee quality.

Take it up a notch and deliv­er your clients a per­son­al and struc­tured coach­ing expe­ri­ence. All the while you can eas­i­ly check in on their progress. With this Notion tem­plate you will save on expen­sive coach­ing apps and have the basis for your coach­ing por­tal in Notion. Mind, you might still need to cus­tomise it fur­ther to adapt it to your per­son­al scenario.

Set it up once, tweak when need­ed and deliv­er great val­ue to your clients

With this tem­plate set­up you’ll invite your clients to their own por­tal as guests. Notion doesn’t lim­it the num­ber of guests on the Per­son­al Pro plan or stay on the free Per­son­al plan if you have few­er than 10 clients.

.

Client Por­tal — Every­thing in one place

Track ses­sions, assign home work to your clients from your cen­tral knowl­edge hub with­out switch­ing back and forth.

You clients will see their sessions/meetings, check in on the read­ing mate­r­i­al you have giv­en them and record their home work. You on the oth­er hand can eas­i­ly track every client and give home work from your cen­tral knowl­edge hub (with­out them see­ing your hub).

Bonus

The Notion Coach­ing tem­plate comes with a client por­tal tem­plate (a tem­plate with­in the tem­plate) that show cas­es a par­tic­u­lar coach­ing prac­tise. You will find exer­cis­es and habit track­ers for your clients in the client por­tal tem­plate. Such as

• a guid­ed writ­ing exer­cise to write their life plan
• a guid­ed adven­ture map to help your inner hero and keep your inner vil­lains in place
• track their habits and have a visu­al out­put on their progress
• record/track their dai­ly planning
• track their week­ly how they are doing on core top­ics (fam­i­ly, emo­tions, friends, fam­i­ly, etc.) and get an auto­mat­ic visu­al score output
• track their stress lev­el on core trig­ger top­ics (anger, irri­ta­tions, etc.) and get an auto­mat­ic visu­al score output

Keep what’s use­ful and remove the rest.

.

CRM

Stay in touch with key people

Your CRM sec­tion of the Notion Coach­ing tem­plate allows you to record any type of con­tact, not only clients. With it you can track any inter­ac­tion you’ve had. Based on those entries you can define in which cycle you want to get in touch with them. The soon a new inter­ac­tion is due, it will be flagged on the con­tact record and you get a pre-defined fil­ter to imme­di­ate­ly spot with whom you should get in touch again.

.

Save your­self time and money*

It would take an expe­ri­enced Notion Con­sul­tant around 25 hours to build this set­up. If build­ing sys­tems isn’t your main occu­pa­tion, it’ll take you even longer.

Com­par­ing this set­up with oth­er solu­tions that offer client por­tals for coach­es, they’re much more expen­sive and you would need to pay for it ongo­ing. They were pre-built with you, the coach, in mind and this upfront devel­op­ment time is reflect­ed in the “rental” price.

In the table below we com­pare the cost of such por­tals with our sys­tem. The sav­ing cost of cen­tral­i­sa­tion, hav­ing every­thing in one place, isn’t includ­ed as this is high­ly individual.