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Notion Client Portal For Coaches

About The Important: This template is a complex system and requires basic knowledge in using Notion. Unlike paper planners, Notion templates are interactive and can be customized to match your and your clients specific needs

Each Notion template in my shop is independent and not linked/connected to another one. Notion has a FREE plan that you can use with this template. IS IT FREE TO USE? ; WHO IS THIS FOR? This client portal is a central working area where you and your coachee find everything you need on ONE platform. anymore. You only hold a limited license to use this template. If you have multiple clients, you simply need to duplicate the portal once it's in your workspace and then customize it according to each client. Yes! Unlike paper planners, Notion templates are interactive and can be customized to match your and your clients specific needs. Important: This template is a complex system and requires basic knowledge in using Notion. You must not redistribute or reproduce or sell the template to any person in any manner. The template will now appear in your Notion workspace. Remember: a happy customer is a repeat customer. For this reason, I recommend using the template with the browser version on your desktop. Due to the nature of the digital products refund HOW TO USE IT? This template is designed for any coach looking for a professional and organized way to structure their sessions and coaching materials. The template is specifically created for 1-1 sessions. --- WHAT'S SO SPECIAL ABOUT THIS TEMPLATE? USE THIS COACHING CLIENT PORTAL TO: share documents like your contract, invoices, worksheets, etc. 1. 2. Are you a coach looking to stand out from the competition by delivering an excellent customer experience? IMPORTANT To use this Notion template you will need to create a free account at www.notion.so You can use this template on any device and any operating system as long as you are logged into your Notion account. Finally you don't have to deal with multiple apps and programs to manage client communication, data transfer, feedback etc. Notion is an amazing online tool that helps you write, plan & organize your business in one place. Upon purchase, you will receive a downloadable PDF file with two links. If you are using the Notion Desktop app on your computer, the client portal may take longer to load. Any violation of the policy will result in legal action. However, this template is primarily designed for desktop usage. Open the first link to duplicate the template into your own Notion account. It is a digital file created for the software Notion. One link to access this template and another link that will take you to a video tutorial on how to use the template correctly. This is not a physical item! upload informative videos and/or course material get to know your client better with the help of 25 pre-formulated questions from the pre-coaching questionnaire add upcoming payments and calculate optional discounts in seconds with advanced table settings create a personalized roadmap for your client including timeframes, deadlines and reminders, so they always know what the next step on their journey is easily assign tasks and homework to particular stages or sessions send messages and be notified when you have received a response keep your client motivated by leaving them hand-picked inspirational notes at the top of their dashboard encourage your client to focus on their goals, define action steps to reach them and view the progress in the progress bar provide your coachee with a daily habits and journaling area, so they are always aware of their growth and their development collect valuable feedback that will help you to improve your service and testimonial videos that support you in attracting new clients Make your client's life easier. 3. Leave a lasting impression upon your coachees by inviting them to their individual, customized workspace. I've designed this template specifically for your coaching business - always with you in my mind - to help you work more efficiently and save you and your clients valuable time. The entire template is 100% customizable and comes with detailed database instructions plus video tutorial. Next, please open the second link and watch the tutorial on how to use the template properly. To do this, simply click "Duplicate" found in the upper right corner of the window be patient, it might take a few minutes to duplicate all information . IMAGINE HOW IT WOULD FEEL to always be in tune with your coachee, sharing the same understanding and vision to have a straightforward but highly effective communication system, so you're finally able to say goodbye to the endless cycle of emails and direct messages to have all the important resources for you and your client in one single organized place to deliver an extraordinary and enjoyable collaborative experience to your clients, leaving them thrilled to work with you to streamline and simplify the workflow with your clients, so you don't have to start from scratch when onboarding new ones to only focus on what you do best: helping your clients achieving their goals WHAT IS NOTION? Then this Notion Client Portal is the ultimate template for you!

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Notion Client Portal For Coaches

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CategorySoftware > Digital Goods & Currency > Document Templates
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Notion Client Portal For Coaches
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Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
Notion Client Portal For Coaches
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