Coaching Portal
About this template
🖥️ Centralized Dashboard
Why choose this template? Keep all your client information, session plans, and progress tracking in one place. The Centralized Dashboard offers a clear overview of your coaching business, helping you stay organized and focused on what matters most—your clients’ growth.
📋 Client Profiles
For what to use it? Gain deep insights into your clients by customizing their profiles. Understand their needs, track their progress, and tailor your sessions for maximum impact. This section ensures you have all the client information at your fingertips, making every interaction more meaningful.
📅 Coaching Sessions
How to use it? Create, schedule, and manage your coaching sessions with ease. Break down your coaching into manageable modules and track each session’s progress. Embed Zoom links, share resources, and assign homework—all within Notion. This feature helps you stay organized and keeps your clients engaged in their coaching journey.
📤 Progress Board
Track your clients' development over time with the Progress Board. Set clear goals, monitor achievements, and adjust your coaching strategies based on real-time data. This ensures your clients see tangible results, keeping them motivated and committed to their growth.
💬 Seamless Communication
Why is this important? Effective communication is key to successful coaching. With a built-in messaging system, you can keep all client communications in one place. Easily manage feedback, schedule meetings, and address concerns without switching platforms.
📊 Time Tracking
Help your clients stay on top of their commitments by tracking the time spent on each session. This feature provides insights into how time is being utilized, ensuring your clients are fully engaged and making the most of their coaching experience.
📁 Resources & Materials
Organize and share coaching resources directly within your sessions. From reading materials to instructional videos, easily provide your clients with the tools they need to succeed. This ensures your clients always have access to the right resources at the right time.
