Coaching Client Portal Notion Template

Our Coaching Client Portal is designed as a separate unit for coaches who already have their workspaces 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!