The Coach Business Workspace
Run your whole practice — pipeline, clients, sessions, ICF-countable hours, content, and money — from one connected Notion workspace, with the depth indie shops charge $200–$997 for, at $39.
Notion template · Business coaching · With active clients
What’s inside
Everything this Notion template does for you on day one.
- 01Client CRM with a two-stage pipeline (prospects → active clients) and a record for every engagement — package, start date, session count, and next touchpoint in one filtered view.
- 02ICF-countable coaching-hours log: tag each session paid or pro-bono, 1:1 or group, and the rollups track you toward the ACC (100 hrs), PCC (500 hrs), and MCC (2,500 hrs) thresholds — the same sessions that run your business build your next credential.
- 03Session notes related to every client, with a per-client rollup and a 'haven't-coached-in-30-days' view so nobody slips through the cracks.
- 04Finance tracker that ties income, expenses, and package revenue to clients — see revenue per package, monthly profit, and which offer actually pays.
- 05Offers & packages library plus a content calendar: define each package once (price, sessions, length) and relate it to clients and revenue, and keep marketing (status · channel · pillar · publish date) in a board or calendar view.
- 06Duplicates into your free Notion workspace in 30 seconds — relations and rollups pre-wired, no formulas to build, no paid plan needed, no add-ons.
Who it’s for
You're actively coaching, somewhere past your first handful of clients, and your practice lives in eight places — a notes app, two spreadsheets, your inbox, your calendar, sticky notes. You want one workspace that runs the business and quietly logs the ICF-countable hours you'll need for your next credential, without paying $200–$997 for an indie-shop tool library to get there.
What you get
A Notion template you duplicate into your workspace in 30 seconds. Seven connected pages: a dashboard/home, a client CRM (prospect pipeline + client records), session notes & history related to each client, an ICF-countable coaching-hours log (paid vs pro-bono, with ACC/PCC/MCC rollups), a content calendar, a finance tracker (income, expenses, package revenue), and an offers & packages library — wired together with Notion relations and rollups so the same data flows across all of them. Works with free Notion; no add-ons. Includes a written walkthrough for first-week setup.
