Description
I recently created this template after working with a client on Fiverr and it's perfect for coaches like you who want a central hub for managing clients, projects, and communication all in one place.
Here's what you'll get in the FREE VERSION:
- Quick buttons for easy actions.
- Session notes & tasks section to keep track of upcoming tasks and project statuses.
- Meetings and sessions overview including upcoming, overdue, and grouped by clients.
- Clients section for a quick view of all your clients and their status.
- Coaching projects to record project details, priorities, and earnings.
- Resources section to organize your web links, books, files, images, and videos.
Upgrade to the PREMIUM VERSION for even more features:
- Coach Dashboard with a session timer and reminder for meetings.
- Coachee Portal with personal information, session overviews, and communication hub.
- Curriculum/course template for building mini courses.
- Task tracking and additional resources section for clients to access important information.
If you need a custom version of this template, feel free to reach out at bearsthy@gmail.com.
I created this template with lots of love and I hope you find it helpful! Don't forget to leave a