Notion Coaching Client Portal

The Notion Template Coaching Client Portal is the ultimate tool to streamline your coaching process and provide an exceptional client experience.

This comprehensive template is designed to empower coaches to effortlessly manage and guide their clients throughout their coaching journey, providing a personalized and impactful experience.

The Notion Coaching Client Portal includes pre-written text and can be reused for each new client.

WHAT YOU WILL RECEIVE

→ Notion Template with 3 Main Sections:

☆ ONBOARDING ☆

Start Here: Provide guidance and set expectations
Contract: Simplify managing and signing your agreement
Payment: Handle financials, payment schedules, invoices, and receipts
Intake Questionnaire: Gather vital insights about your client

☆ TASK MANAGER AND SUPPORT ☆

Task Manager: Keep track of and assign tasks, homework, action steps and more
Message Center: Answer questions, offer guidance, and share updates with client
User Guide: Pre-written guide to walk your client through every aspect of the portal

☆ COACHING PROGRAM DELIVERY ☆

Course: Organize and deliver your curriculum and course content
Coaching: A hub for organizing your coaching sessions and policies
Notes & Homework: Boost accountability and drive engagement with pre-written Session Prep Forms, Coaching Notes, and Homework
Resources: Equip your clients with a curated collection of resources

☆ OFFBOARDING ☆

Recap: Recap your journey and celebrate their wins.
Reflect: Deepen clients' insights and self-awareness with prompts and exercises
Feedback: Gather their thoughts and feedback so you can improve
Next Steps: Share your other offers for continued support and encourage referrals

FEATURES

→ Can be used with the FREE version of Notion

→ Works seamlessly on all devices: Desktop, Mobile App & Tablet

→ Includes instructions to make the template your own and how to share the portal with clients

→ Fully Editable: Easily tailor each page to align with your coaching program and branding

→ User-Friendly Design: Intuitive layout and navigation ensure a smooth experience for both you and your clients

→ Time Saver: Save hours of design and organization work, allowing you to focus on what truly matters - guiding your clients to success

WHAT IS NOTION?

Notion is a powerful project management and note-taking productivity tool. With Notion, you can easily take notes, manage tasks, and organize projects efficiently. Due to its flexibility users can create their own custom layouts and systems.

HOW IT WORKS  

1. NOTION: You'll need a FREE Notion account to download and customize the templates.

 2. ACCESS: Upon purchase, you'll instantly receive a PDF with the link and instructions to download your templates.

3. DUPLICATE: Duplicate the Template to your Notion Workspace.

4. CUSTOMIZE: Edit the template to match your unique needs.

5. SHARE: Customize the content to align with your program, fill in your information, and invite your client to the portal. The template includes instructions on how to grant access to your clients for the portal.

IMPORTANT  

✔ REFUNDS - Due to the instant nature of this transaction, I cannot offer refunds or exchanges. However, if you encounter any issues with the download or file, feel free to contact me.

✔ DIGITAL - This purchase is an instant digital download, no physical copy will be shipped.

✔ NOTION - You should have a basic understanding of Notion and its functions to utilize the template effectively.

✔ DEVICES - The template works across all devices but is optimized for use on a Desktop. The appearance of the pages may vary compared to the listing photos when used on smaller devices.

✔ COPYRIGHT - All materials are copyrighted © Julia On Purpose, LLC. This template is for personal use for you and your own business only. Redistribution, reproduction, or reselling is not permitted in any form even if you have made modifications. By purchasing this product you accept these terms.  

Have questions?

Please send me an email at juliaonpurposeblog@gmail.com

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