Coaching CRM - Notion

Nuno Barreto
0 ratings

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.
I want this!

Coaching CRM - Notion

0 ratings
I want this!