the coaching Client Tracker

The Complete Client Tracking System in Notion for coaches and course creators will supercharge your business with an easy-to-use CRM system, sessions and meeting calendars, a task manager, and personalised client hubs. This comprehensive template will help you onboard and offboard clients and organise your client list and agenda in an efficient dashboard. Easily track key metrics and targets with the logbook and streamline the invoicing process with the dedicated invoice manager & template!

➜ Watch the Template Tour here: https://youtu.be/k9iS_5hJ2rI

➜ HOW IT WORKS

1. PURCHASE the item and download the PDF with the link to access your template.


2. DUPLICATE the template to your Notion workspace to start editing.

3. EASY SET UP Watch the full tutorial to help you navigate & use the template immediately.


➜ WHAT'S INCLUDED

• DASHBOARD to overview your daily tasks and sessions, upcoming follow-up calls and invoices and active clients

• CLIENT MANAGER to organise and access your client list & pipeline

• CRM system to focus on leads, follow-ups, active and past clients

• CLIENT PAGE dedicated to every active client, to collect all information, and tasks and track the progress and development of your coaching programs for each client

• BUSINESS HUB to set and track business goals and targets and collect important resources for your business activities

• PLANNER to efficiently manage your agenda avoiding burnout and overlapping of tasks and sessions

• COACHING HUB page to organise all your services and programmes as a coach or online teacher

• LOGBOOK to track all key metrics and targets you want to achieve daily, weekly or monthly

• INVOICE MANAGER to help stay on top of your cash flow and track payments from your clients

➜ BONUS: TEMPLATES for CONTRACT, PROPOSALS, ONBOARDING + OFFBOARDING PHASES, INVOICES


➜ IMPORTANT

 NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our priority, so please reach out if you have any issues with your order!

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimized for desktops and laptops. When used on smaller devices the pages' appearance may vary compared to the listing photos.

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.