Systems and Processes for Managing and Supporting Coaching Clients


Looking for a way to manage and support your coaching clients?

The System is a 11-page document created in Canva. It includes 6 templates and 3 of them are –

  • Coaching session agenda,
  • Accountability Check-In Sheet for Clients,
  • Client Payment Tracking Template (Notion Template), and
  • Coaching Review Session Agenda.

Please see the image above to give you an idea of what is included. In order to use the document, you will need a Canva account and there is also a Notion Template.