Manage your coaching or consulting business process in Notion
Coaching CRM is an a Notion template that helps you manage your customer base, schedule and track coaching sessions and keep track of your business finances and pending payments.
What's included ?
- Customer Contact Management
- Session Scheduling
- Sessions by Customer
- Session Notes
- Revenue Tracking
- Payment Status Tracking
- Built-in search and filtering
What am I getting ?
- All-in-one Coaching CRM for your business
- Included help video with step-by-step instructions to get you started
- Support via email
- Access to lifetime updates
How does this work ?
- After purchase, you'll receive a link to duplicate the Coaching CRM template into your Notion workspace. If you're new to Notion, you can get a free Notion account here .
Do I need to pay for Notion to use this template ?
- No. You can use the free plan to run the Coaching CRM system in Notion.
How does it help me ?
Here are some of the benefits you get:
- Time Savings: The Coaching CRM Notion template saves you hours of work by providing a ready-made solution, allowing you to focus on your core tasks.
- Professional Image: Impress your clients with a well-organized CRM that showcases your professionalism and commitment to their success.
- Customization: Tailor the template to your coaching needs, making it a perfect fit for your unique business requirements.
- Efficient Growth: Scale your coaching practice efficiently as your client base grows, without the need for costly software investments.
- Error Prevention: Reduce the risk of mistakes and data loss with a template designed with best practices, ensuring the security and accuracy of your client information.
- Access Anywhere: Access your Customer information, Session history and Payment status anywhere using the Notion mobile app for Android and iOS on your Tablet or Smartphone.