Notion for Coaches: Ultimate Guide (2024)

Coaching is all about guiding others to achieve their best, which requires organization, planning, and tracking progress. Notion is a powerful tool that can help coaches manage their workflows, resources, and clients. Dive into this comprehensive guide to leveraging Notion's capabilities for a range of coaching scenarios.

Ways To Use Notion For Coaches

  • Client Management: Keep detailed profiles for each client including session notes, goals, and customized plans.
  • Resource Library: Compile exercises, readings, and other resources in an easily accessible format for clients to reference.
  • Program Scheduling: Outline coaching programs with timelines, scheduled sessions, and milestones for client progress.

Best Notion Templates For Coaches

  • Notion Project Management Template: This template serves as a dynamic tool to manage coaching programs systematically. Keep track of client progress and schedules all in one place at Project Management Template.
  • Client Portal 2.0: Notion Template: Provide a personalized portal for each of your clients with this template. It aggregates meetings, shared resources, and progress boards for easy collaboration. Check it out at Client Portal 2.0.
  • Notion CRM Template 2.0: Manage your coaching contacts and leads with an effective CRM that helps keep client information organized and accessible. Build your client relationships using CRM Template 2.0.

Key Notion Features For Coaches

  • Custom Templates: Create templates for various coaching sessions, feedback forms, or progress assessments to streamline your coaching processes.
  • Task Management: Use Notion to assign tasks to clients, schedule reminders, and keep track of their completion for accountability.
  • Collaboration & Sharing: Share specific Notion pages or resources with your clients for interactive collaboration and support.

Tips & Best Practices Using Notion For Coaches

Consistency is crucial in coaching, so ensure that your Notion setup reflects your coaching process and philosophy. Stay disciplined in updating and reviewing client records. Make the most out of Notion's collaborative features to empower your clients and encourage participation.


  • Q: Can I use Notion for group coaching sessions? A: Yes, Notion is well-suited for managing group sessions where you can share information and track group progress.
  • Q: How can I maintain client privacy in Notion? A: Use Notion's permissions settings to ensure that each client only has access to their materials and information.
  • Q: Is it possible to integrate Notion with other tools I use for coaching? A: Notion can be integrated with numerous tools using third-party integration platforms, broadening its utility in various coaching practices.


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