Coaching Business Planner Dash
About this template
This Notion Template includes 4 Comprehensive Hubs and 25+ Pages:
𝗖𝗢𝗔𝗖𝗛𝗜𝗡𝗚 𝗛𝗨𝗕
• Clients – Track client details and leads.
• Programs – Outline your coaching offers.
• Documents – Manage contracts, proposals, and invoices.
• Sessions – Log notes and next steps.
• Feedback – Collect client testimonials and session feedback.
𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗛𝗨𝗕
• Brain Dump – Capture and sort ideas.
• Tasks – Organize to-dos and priorities.
• Planner – Schedule daily, weekly, or monthly plans.
• Goals – Set and track your progress.
𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗛𝗨𝗕
• Branding – Store logos, colors, and brand assets.
• Content – Plan posts, emails, and campaigns.
• Referrals – Manage referral programs and rewards.
• Finances – Track income, expenses, and budgets.
• Processes – Document workflows and SOPs.
• Resources – Access tools and templates.
𝗣𝗘𝗥𝗦𝗢𝗡𝗔𝗟 𝗛𝗨𝗕
• Growth – Track courses, skills, and milestones.
• Mindset – Reflect, affirm, and stay motivated.
• Habits – Build and track daily habits.
• Vision Board – Visualize goals and dreams.
→ 📖 𝗩𝗜𝗗𝗘𝗢 𝗜𝗡𝗦𝗧𝗥𝗨𝗖𝗧𝗜𝗢𝗡𝗦:
Includes detailed Videos and Template Guide with instructions for each section.
𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗦
• Works with the free version of Notion
• Fully Customizable: Add your branding, links, and additional details
• Seamlessly Access: Use on Desktop, Mobile, or Tablet
• User-Friendly: Clean, organized layout tailored for coaches
• All-in-One Solution: Streamline your coaching business in one place