Client Onboarding Notion Template - Notion Client Management, Onboarding System, Notion Business Client Tracker CRM Template
25 discount codes
Simplify Your Workflow & Impress Your Clients with This Notion CRM Template! Are you a coach, consultant, or service provider struggling to stay organized? This Client Onboarding & Management Hub was built with YOU in mind. Manage your client journey with ease, from onboarding to progress tracking—all inside a fully customizable Notion dashboard. ⸻ What’s Included: • Client Tracker Database – Organize all your client info in one place • Session Notes Log – Keep track of coaching sessions and client interactions • Weekly To-Do Checklist – Stay on top of action items and deliverables • Client Workflow Checklist – Guide each client through a consistent process • AI Coaching Prompts – Get inspiration and stay productive ⸻ Who It’s For: • Life & business coaches • Service providers • Consultants & freelancers • Online business owners ⸻ Key Benefits: • Fully customizable inside Notion • Improve productivity & client experience • Track progress with ease • Perfect for scaling your business with systems that work ⸻ How It Works: 1. Purchase this digital product 2. Instantly download your access link 3. Duplicate the template into your Notion account 4. Customize it to fit your brand & services ⸻ Important Notes: • This is a digital product. No physical item will be shipped. • Notion account required (free or paid version). • For personal/business use only. Redistribution is prohibited. ⸻ Get organized. Get professional. Start scaling today.
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