Coaching Tools for Coaches | Client Intake Form, Session Notes Template & Notion CRM | Editable Canva Coach Kit, Instant Download

Everything your clients touch, from first hello to final review. A 16 page client kit, a Notion dashboard with four databases, and a Coach License that lets you use all of it with unlimited clients, with your own logo on top. You did not become a coach to do admin. Yet your session notes live in three notebooks, onboarding is one long email, and every intake looks different from the last one. This system replaces all of that with one calm workflow: onboard, coach, close. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHAT YOU GET ▪ The Client Kit, 16 pages, A4, print ready PDF ▪ The same kit as editable PowerPoint, opens in Canva for your logo and colors ▪ The Notion Edition, four ready to import databases with demo entries ▪ A four page quick start guide ▪ The Coach License, plain words, no fine print Everything downloads instantly. No subscription, yours to keep. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ THE FOUR PHASES 1 · ONBOARDING A welcome sheet that answers the questions clients hesitate to ask, a two part intake questionnaire, and a working agreement you fill in together in the first session. 2 · THE SESSIONS A session prep page your client sends the day before, a session notes page that takes three minutes after, and an action plan with three actions at most, because smaller is stronger. 3 · PROGRESS A midpoint review that catches goal drift, a goal progress page with ratings and milestones, and a between session log with one honest line per week. 4 · CLOSING A closing reflection, a results page that turns into a testimonial with permission checkboxes, and a staying in touch page that keeps the door open. Every page is marked CLIENT or COACH, so you always know what to hand out and what to keep. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ THE NOTION DASHBOARD On paper you coach, in Notion nothing gets lost. ▪ Clients, with status, package, next session and engagement goal ▪ Sessions, three lines right after each session ▪ Goals, a rating out of ten and the next review date ▪ Inquiries, so no warm lead ever goes cold Fifteen minutes on Monday, three minutes after each session. That is the whole routine, and the quick start guide walks you through the import in about ten minutes. Runs on Notion's free plan, your clients never need Notion. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ THE COACH LICENSE This is what makes the kit a work tool instead of a workbook. You may use every page with an unlimited number of your own clients, print as often as your practice needs, and add your logo, colors and wording in the PowerPoint or Canva version. Not allowed: reselling or sharing the templates themselves, or publishing them as your own product. The one sentence version: work with it as much as you like, sell it never. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHO THIS IS FOR Coaches, trainers, consultants, mentors, facilitators and HR professionals who work with clients one on one or in groups, and who would rather coach than do admin. Made by a practicing trainer and consultant, refined with real clients, not written for a marketplace. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ HOW IT WORKS 1 · Buy and download, files are available right after checkout 2 · Optional: open the PowerPoint in Canva, add your logo, export your own PDF 3 · Import the four Notion databases with the included guide 4 · Onboard your next client: welcome sheet out, intake back, agreement signed ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ FILE DETAILS ▪ The Coach's Client System, Client Kit, PDF, 16 pages, A4 ▪ The same kit as PPTX, editable in PowerPoint, Keynote and Canva ▪ Notion Edition as ZIP, four CSV databases plus start page ▪ Quick Start Guide, PDF, 4 pages ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PLEASE NOTE This is a digital download, no physical item will be shipped. Because of the nature of digital products, all sales are final. If anything is unclear or a file will not open, send me a message and I will sort it out personally. Made in Cologne by Kinga Bartczak · Entrepreneur, Trainer, Consultant, Speaker