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Coaching Client Portal Notion Template

Coaching Client Portal Notion Template

Regular price $39.00 USD
Regular price $50.00 USD Sale price $39.00 USD
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Our Coaching Client Portal is designed as as separate unit for coaches who already has their own workspace and only looks for a Client Portal, to effectively manage their client interactions and streamline their coaching processes. This premium template offers a robust set of tools and features specifically tailored for coaching professionals.

With this portal, you can seamlessly onboard new clients, schedule coaching sessions, assign tasks and homework, and communicate through a dedicated message board. Let’s enhance productivity, maintain better client relationships, and deliver a more organized and professional coaching experience!

What is included?

  • Main Dashboard: A central hub for viewing tasks and the overall program.
  • Onboarding: Provide step-by-step guide to get acquainted with the platform and the program
  • Coaching Schedule: Timetable of meetings and coaching sessions with dates, times, and topics.
  • Tasks & Homework: List of assignments to reinforce learning and progress.
  • Message Board: Space to communicate, share info, and collaborate with your clients
  • Payments: Manage and track payments, billing, and dues.
  • Contract: Upload written and signed contracts outlining program terms.
  • Resources: Collection of articles, videos, and tools for learning for your clients
  • Questionnaire: Questions to gather client preferences and feedback.
  • FAQ: List of frequently asked questions and answers.

Template Tour

We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template.

Disclaimer

  • This template is provided as-is, hence, we recommend you do not delete any databases or change the formulas. The effectiveness of this template will also depend on how you utilize it within your own business operations.
  • The Project Client Portal is part of our Ultimate Freelance Dashboard product. We separated it and designed it with a more project-based theme so you might find it easier to apply in multiple scenarios. If you already purchased the Ultimate Freelance Dashboard, there's no need to buy this product!
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FAQ

What is a Notion Template?

A Notion Template is a pre-designed layout in the productivity app Notion. It's customizable and can feature databases, kanban boards, and calendars to jumpstart your project or task.

Can I use Notion with a free account plan?

Yes, Notion offers a free basic plan that includes unlimited pages and blocks, share with up to 5 guests, and syncs across devices.

Missing the link to download?

If you have any trouble finding the link to the template after purchasing, please check our detailed FAQ here including a video guide.

How to download Notion templates?

Simply click the "Duplicate" button in the top right corner to duplicate the template in your own workspace. Make sure to check our full guide here

If you have trouble finding the download link after purchasing make sure to check our video guide in the FAQ here!

What is your refund policy?

Since our templates are digital products, all sales are final. No refunds will be given once the templates have been downloaded. But if you have any problems with the products, please don’t hesitate to contact us at organizednotebook.info@gmail.com if you need any help. We also offer FREE 15-min Coaching Session to assist you further!

What to do if I’m new to Notion?

Follow our Youtube channel for the best tips and tricks to get started with Notion!