Organize Your Coaching Business & Client Portal with Notion? | Powerful Template Tour

⬇️ Download our Ultimate Client Portal & Coaching Workspace right here:
https://theorganizednotebook.com/prod...

✨ Looking for a solution to manage your clients and coaching business?
It can be a lot of work managing multiple clients, from their coaching schedules, contracts, payments, tasks, and homework! In this video, we'll give you a tour of our Ultimate Client Portal & Coaching Workspace. This template can be an all-in-one solution for your coaching business. You can keep all the information related to the client, including the coaching program, onboarding process, client payments, contracts, and more.

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💻 Learn more in our blog article: https://theorganizednotebook.com/blog...

✨New to Notion / Interested in Notion AI?
If you like how Notion AI automates the workflow in our videos or if you're new to Notion you can sign up here through our Link-in-bio: https://bit.ly/organizednotebook

❗Full disclosure: we are a Notion Partner, so when you sign up with my link, you also help support us and our content!

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⏱️ Time Stamps
0:00 Intro
0:29 Overview of the Client Portal & Coaching Workspace Notion Template
1:09 Clients & Contacts | status tracker, business contacts, and more
3:54 Calendar | scheduling, important dates
5:01 Tasks
5:44 Basic Finance | Invoice generator, income, and expense tracking
9:22 Coaching Notes
9:46 Resources
10:32 Client Portal
11:30 Sample Client Main Dashboard
11:56 Onboarding Page
12:26 Coaching Schedule
13:04 Coaching Tasks & Homework
13:15 Message Board
13:52 Payments
14:28 Contracts
14:28 Resources to share with your clients
14:59 Questionnaire | review, feedback, and more
15:28 FAQs for your clients
15:45 Let’s add some real examples!
17:52 How to Share this Client Portal with Your Client?
18:53 Other Useful tips for using this Client Portal

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