CoachePH Coaching OS — Notion Template for Coaches
Run your entire coaching business in one Notion workspace.CoachePH Coaching OS is a done-for-you Notion template built specifically for coaches who are tired of juggling Google Sheets, sticky notes, and scattered DMs to manage their clients.Everything you need is here — organized, automated, and ready to use in 15 minutes.━━━━━━━━━━━━━━━━━━━━━━✦ WHAT'S INCLUDED━━━━━━━━━━━━━━━━━━━━━━👥 CLIENT TRACKERTrack every client in one place. See their package, status, session progress bar, and next session date at a glance. Auto-calculating progress bar shows exactly where each client stands in their journey.📝 SESSION LOGLog every coaching session with a structured notes template that auto-fills with: Session Focus, Key Breakthroughs, Action Items, Coach Notes, and Follow-up. Never lose a session note again.🎯 CLIENT GOALSSet goals for each client and track progress with a visual progress bar. Update after every session to show clients how far they've come.💰 PAYMENT TRACKERAutomatically detects overdue payments using a built-in formula. The tracker tells you every day who has paid, who is pending, and who is overdue — without you lifting a finger.📊 LIVE DASHBOARDYour home page shows Active Clients, Sessions This Month, Revenue Collected, and Payments Due — all updating in real time as you add data.📋 CLIENT INTAKE FORMA ready-to-use intake form with sections for client information, goals, current situation, and logistics. Send it to every new client before your first session.🧠 SESSION FRAMEWORKSA complete coaching session structure with powerful questions, opening routines, and closing frameworks — so you always show up fully prepared.💰 PRICING & PACKAGE CALCULATORMap out all your packages, session counts, durations, and per-session costs in one clean table.💬 MESSAGE TEMPLATESReady-to-send templates for welcome messages, session reminders, and post-session follow-ups.━━━━━━━━━━━━━━━━━━━━━━✦ WHO THIS IS FOR━━━━━━━━━━━━━━━━━━━━━━→ Life coaches, business coaches, mindset coaches→ Health and wellness coaches→ New coaches signing their first clients→ Experienced coaches ready to get fully organized→ Anyone managing 2-20 coaching clients━━━━━━━━━━━━━━━━━━━━━━✦ HOW IT WORKS━━━━━━━━━━━━━━━━━━━━━━1. Purchase and get your template link instantly2. Create a free Notion account at notion.so (if you don't have one yet — it's free!)3. Open the template link4. Click Duplicate at the bottom right corner5. The template copies to your workspace instantly6. Follow the built-in setup checklist — 15 minutes━━━━━━━━━━━━━━━━━━━━━━✦ REQUIREMENTS━━━━━━━━━━━━━━━━━━━━━━→ Free Notion account at notion.so→ Works on desktop, tablet, and mobile→ No coding or tech skills required→ Setup takes 15 minutes━━━━━━━━━━━━━━━━━━━━━━✦ AFTER PURCHASE━━━━━━━━━━━━━━━━━━━━━━You will receive your Notion template link instantly after payment. Check your email for delivery.Sample client data is included so you can see exactly how everything works. Simply replace the sample clients with your own once duplicated.Questions? Email hello@coacheph.comResponse time: within 24 hours━━━━━━━━━━━━━━━━━━━━━━© CoachePH. For personal and business use.Please do not resell or redistribute this template.
Get it → coacheph.gumroad.com