Leadership Coaching Business OS & Client Portal
About this template
This elegant and user-friendly coaching planner makes managing your clients and sessions effortless and enjoyable.
𝑩𝑼𝑺𝑰𝑵𝑬𝑺𝑺 𝑯𝑼𝑩 𝑰𝑵𝑪𝑳𝑼𝑫𝑬𝑺
⬩Scheduling Automation
⬩Real-Time Availability
⬩Vendor Management
⬩Agile Task Board
⬩Finance Manager
⬩Time Tracking
⬩Material Planning
⬩Order Management
⬩Delivery Timeline
⬩Document Tagging
⬩Dynamic Search
⬩Address Book
𝑪𝑳𝑰𝑬𝑵𝑻 𝑷𝑶𝑹𝑻𝑨𝑳 𝑰𝑵𝑪𝑳𝑼𝑫𝑬𝑺
⬩Onboarding
⬩Introduction
⬩Billing Distribution
⬩Appointment Scheduling
⬩Meeting Notes
⬩Goal Tracking
⬩Action Planning
⬩Reflection Journal
⬩Engagement Timeline
⬩Policy Storage
⬩Article Library
⬩Feedback
𝐘𝐎𝐔 𝐌𝐈𝐆𝐇𝐓 𝐀𝐋𝐒𝐎 𝐋𝐈𝐊𝐄
🐶 Pet Care Planner: https://www.notion.so/templates/green-themed-pet-care-planner
🩺 Health Management Binder: https://www.notion.so/templates/family-and-pet-health-management-binder
🧮 Budget Manager:https://www.notion.so/templates/digital-finance-manager-with-monthly-and-yearly-budget
⭐️ Life Planner:https://www.notion.so/templates/digital-life-planner-bundle
