Business organisation
Notion CRM
Created by a nutritionist. Made for the realities of coaching.
When check-ins, notes and tasks live in different places, it is harder to see what needs attention. Bring them together in a Notion workspace structured around your coaching workflow.
Notion templateLoading price…one-time payment · no subscription
Access through your customer library after purchase. Final total and applicable taxes are shown at checkout.
What’s included
- Reusable client page template and client database
- Weekly check-in database and progress tracker
- Tasks for deadlines and coaching actions
- Client pages for assigning resources and monitoring programme completion
- Lead-to-client pipeline
- Duplication link · works with Notion Free
How you’ll use it
Duplicate the CRM into your Notion account, create a page for each client and adapt the workspace to your process. Log check-ins, review progress and keep the next coaching action in view. This is an organisational template for your business, not a Canva resource or a done-for-you coaching service.
Want more than one bundle? This is included in the Complete Coach Toolkit.
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