Notion Coach Template
Client CRM, session tracking and a client portal for coaches and consultants. Client–practitioner collaboration, made simple.
Coaches spend a surprising share of their time on invisible admin: digging up notes from the last session, resending a document already sent, reminding a client what they were supposed to do this week. This template removes most of that work.
On the practitioner side, you get a complete client CRM (records, goals, history), session tracking with private notes, and a library of reusable resources. On the client side, you share a dedicated portal: upcoming sessions, tasks and exercises, current goals, the documents meant for them and their personal journal.
The line is clear: your internal notes stay private, only the portal is shared. Clients arrive prepared, know what they have to do, and you no longer resend the same document three times between appointments.
- Your clients arrive prepared and know what to do between sessions
- Private internal notes, shared portal: the boundary is clear
- A new client is set up in two minutes (portal duplication)
What's inside
- Client CRM — Client records, goals, history and coaching status.
- Session tracking — Schedule, private notes, session summaries and prep for the next appointment.
- Client portal — One shared page per client: sessions, tasks, goals and documents.
- Tasks & exercises — Work between sessions, with due dates and completion status.
- Resource library — Guides, workbooks and audio reusable from one client to the next.
- Client journal — A personal writing space for the client, visible to you if shared.
€24
Frequently asked questions
Do my clients need to pay for Notion?
No. You share a page from your workspace: your clients access it with a free account, or simply through a share link, depending on the permissions you grant.
Can clients see my private notes?
No, as long as you share only the “Client portal” page and not the sessions database. The setup guide explains exactly what to share and what to keep private.
Does it work for consultants and therapists?
Yes. The wording is coaching-oriented, but the structure (client, session, task, resource) fits any one-to-one support work. Every label can be renamed.
Can I manage several clients at once?
Yes, with no limit. Each client gets a portal duplicated from the template, and they all roll up into your CRM.
Is the template GDPR-compliant for sensitive data?
The template processes no data on your behalf: it’s your own Notion workspace. If you store sensitive data in it, it’s your responsibility, as data controller, to check your compliance and Notion’s terms.
Can I get a refund?
No. As digital content delivered immediately after purchase, the sale is final (see our Terms of Sale). If in doubt, write to us before buying: contact@nexily-app.fr.