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.