Coaching Studio OS

Run your coaching business from a calm Notion workspace where clients, sessions, programs, goals and payments are connected. Notion template, $19. You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

Run your coaching business from a calm Notion workspace where clients, sessions, programs, goals and payments are connected, so you never type the same detail twice.

What’s inside

• Studio dashboard with photo navigation: upcoming sessions, active clients with health flags, payments to chase and money in by program (chart)
• Client pipeline in 7 stages from lead to alumni, with a hub page for every client: sessions, goals and invoices together
• Automatic progress bar from sessions used vs sessions in their package, sessions left and next session date
• Client health: On track / Book next session / Balance due / Follow up, calculated for you
• Session log and calendar with focus, wins, action items, homework and follow-up ticks
• Programs & offers gallery: price, sessions included, price per session, active clients and revenue collected
• Goals & milestones with progress bars and days left to the target date
• Invoices & payments: deposits, instalments and paid-in-full, with Paid / Due soon / Overdue status
• Content & marketing planner linked to the offer each post promotes, with leads counted
• Resource library of worksheets, intake forms and email scripts by program and stage
• Linked databases with relations, rollups and formulas, plus sample data and a Start Here guide

Who it’s for

• Life, career and business coaches
• Wellness and mindset coaches running 1:1 or group programs
• Coaches moving off spreadsheets and scattered notes

What you get

• Template link (PDF) to duplicate into your Notion workspace
• Setup Guide PDF with step-by-step instructions
• Video walkthrough

How delivery works

You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

1. Buy and download the PDF with your template link.
2. Open the link and click Duplicate (log in to Notion first; the free plan works).
3. Open the Start Here page and follow the setup steps.

Good to know

• Digital product: nothing physical is shipped.
• You need a Notion account (the free plan works).
• Sample data is fictional; photos from Unsplash.
• This template is an organising tool for your coaching business. It is not legal, financial or medical advice.
• Notion is a trademark of Notion Labs, Inc.; this is an independent template.

New to Notion? Create a free account (affiliate link: I may earn a commission at no extra cost to you).

Watch the full walkthrough: youtube.com/watch?v=qK3MnuiI-Gk