Coaching Client Portal Onboard, Schedule, Invoice

A must-have for virtual coaches, featuring intuitive workflows to onboard, schedule, invoice, collaborate, remind, goal set and action plan. Elevate your service's value and whether you are delivering leadership coaching, executive coaching, life coaching or business coaching.
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𝐅𝐞𝐚𝐭𝐮𝐫𝐢𝐧𝐠 𝐢𝐧𝐭𝐮𝐢𝐭𝐢𝐯𝐞 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 𝐟𝐨𝐫 𝐦𝐚𝐧𝐚𝐠𝐢𝐧𝐠
✦ Onboarding
✦ Billing
✦ Invoices
✦ Schedule
✦ Goal Set
✦ Action Plan.

Elevate your service's value and whether you are delivering leadership coaching, executive coaching, life coaching or business coaching.

Tackle more in Notion with my 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐒 𝐁𝐮𝐧𝐝𝐥𝐞 (https://www.notion.com/templates/leadership-coaching-business-os-client-portal) to add finance planning vendor manager, order tracking and marketing tool kit library.

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