The Operating System That Runs Your Coaching Business on Autopilot

🔥 LIMITED LAUNCH PRICE ⏰ This Introductory Price Won't Last

Stop juggling spreadsheets, sticky notes, and scattered systems. This is the only Notion template you need to run a professional coaching or consulting business.

📦 Complete System: 10+ Interconnected Pages

What's Actually Inside:

✓ 6 Core Databases — Lead Pipeline (90+ properties), Client Management (65+ properties), Packages & Offers (30+ properties), Finance Tracker (30+ properties), Tasks (35+ properties), Projects (35+ properties)

✓ 4 Workflow Guide Pages — CRM Hub, Active Clients Guide, Leads Pipeline Guide, Business Intelligence Dashboard

✓ 100+ Custom Views — Every possible way to slice your data (40+ views in Lead Pipeline alone)

✓ 35+ Automated Formulas — Real-time calculations running 24/7

✓ 1 BI Dashboard — Cross-database metrics showing MRR, pipeline value, close rate, and profitability

This isn't a simple template. This is enterprise-grade business infrastructure.

💡 PLUS: 20+ AI Prompts Built Into Guide Pages

Unlike other templates that just give you databases, this system includes 20+ proven AI prompts written directly into the guide pages:

✅ Discovery Call Analyzer - Turn notes into actionable insights in 30 seconds

✅ Proposal Generator - Custom proposals in 5 minutes instead of 45

✅ Pipeline Review Assistant - Monday planning in 10 minutes instead of 1 hour

✅ Session Planning AI - Next session agenda in 2 minutes

✅ At-Risk Recovery Strategist - Client recovery plans in 5 minutes

✅ Renewal Proposal Writer - Personalized renewal offers automatically

Copy, paste, and watch Notion AI or others become your personal business analyst.

🤖 35+ Automated Formulas Working 24/7

This isn't a simple template—it's an intelligent business system with enterprise-grade automation:

✅ Automatic lead scoring - Know which leads to prioritize instantly

✅ Real-time client health tracking - Get alerts before clients churn

✅ Auto-calculated profitability - See profit margins on every project

✅ Smart priority ranking - AI decides what needs attention NOW

✅ Revenue forecasting - Predict income with weighted probability

✅ Churn risk detection - Catch problems before clients leave

✅ Lifetime value tracking - Know your most valuable clients automatically

📊 6 Interconnected Databases

1. Lead Pipeline (90+ Properties)

Track every opportunity from first contact to signed contract. Automated win probability, weighted deal values, lead temperature scoring, and follow-up alerts that actually work.

2. Client Management (65+ Properties)

Complete client intelligence with automated health scores, engagement tracking, retention risk alerts, and renewal forecasting. Know exactly which clients need attention.

3. Packages & Offers (30+ Properties)

Monitor which services convert best, track profitability per package, and see average client tenure. Optimize your offerings with real data.

4. Finance & Revenue Tracker (30+ Properties)

Automatic client lifetime value calculations, package profitability tracking, revenue categorization, and payment status monitoring. Your financial truth dashboard.

5. Projects (35+ Properties)

Track project profitability in real-time with automatic profit calculations (revenue minus expenses), task completion percentages, and budget vs. actual comparisons.

6. Smart Task System (35+ Properties)

AI-powered task prioritization, automatic urgency scoring, client and project linking, and deadline tracking that keeps you on schedule.

🎯 Built for Professional Coaches & Consultants

Whether you're a:

• Business coach or life coach
• Marketing or strategy consultant
• Executive or leadership coach
• Career or wellness coach
• Freelance consultant or solo practitioner

...this system gives you enterprise-level business intelligence without enterprise-level costs.

✨ The Power of Cross-Database Intelligence

Your databases talk to each other automatically:

• Leads convert to clients with one click
• Client revenue updates automatically
• Project profits calculate in real-time
• Task counts roll up automatically
• Package performance tracks across all clients

No manual tracking. No spreadsheet formulas. No data entry nightmares.

📈 What You Actually See

Dashboard Metrics:

• Monthly Recurring Revenue (MRR)
• Total Pipeline Value
• Close Rate Percentage
• Overall Profitability
• Client Health Scores
• Churn Risk Alerts
• Revenue per Package
• Task Completion Rates

Automated Alerts:

• 🚨 URGENT: Client hasn't been contacted in 30+ days
• 🔥 Hot leads that need immediate follow-up
• ⚠️ Renewal dates approaching
• 💰 Payment overdue notifications
• 📅 Follow-up reminders at 9 AM daily

🚀 What Makes This Different from Every Other Template

❌ Other Templates:

• Give you empty databases
• 5-10 basic views per database
• No automation or formulas
• Generic for any industry
• No workflows or guidance
• Zero AI integration
• Takes 10+ hours to set up

✅ This System:

• 10+ fully built pages with complete content
• 100+ custom views across all databases
• 35+ automated formulas calculating 24/7
• Built specifically for coaching/consulting
• Complete workflows showing exactly what to do
• 20+ AI prompts built into guide pages
• Ready to use in 5 minutes

💰 Real Cost Comparison:

• Salesforce for consultants: $150/month ($1,800/year)
• HubSpot CRM + Marketing: $800/month ($9,600/year)
• This System: One-time payment (works with your existing Notion)

You save $9,600+ per year while getting coaching-specific intelligence that generic CRMs don't have.

🎨 Professional Design

Color-coded priority systems, visual health indicators, emoji-based status tracking, and dashboard views that make complex data instantly understandable.

💼 What's Included

✓ Complete Notion template (instant duplicate link)

✓ 6 fully automated databases with 290+ total properties

✓ 35+ automated formulas pre-configured

✓ 100+ custom views for every workflow

✓ 4 comprehensive workflow guide pages

✓ 1 Business Intelligence Dashboard with live metrics

✓ 20+ AI prompts built into pages

✓ In-template quick start guides

✓ Property descriptions for easy onboarding

✓ Cross-database relations pre-built

✓ Lifetime access (use forever)

✓ Free updates when we improve the system

🚀 Zero Complex Setup

1. Click the duplicate link
2. Add your leads and clients
3. Watch the automation magic happen

That's it. The system is fully built and ready to use the moment you duplicate it.

💡 Why This Template is Different

Most templates give you empty databases and say "good luck." This gives you a complete business intelligence system with:

✅ Real AI-powered automation (not just pretty columns)

✅ Cross-database relations that create actual insights

✅ Rollup calculations that save hours of manual work

✅ Formula properties that think for you

✅ Professional views that show you exactly what to do next

✅ Complete workflows for every business process

✅ Built-in AI prompts that save 10+ hours per week

Other templates are static. This system is intelligent.

🎁 Bonus: Perfect for Scale

Start solo, scale to team. This system grows with you. Add team members, manage more clients, track bigger projects—the automation keeps working no matter how big you get.

⚡ Instant Access

Digital download. Duplicate link delivered immediately. Start using in 5 minutes.

Stop managing your business with duct tape and spreadsheets.

Get the AI Coach & Consultant OS and run your coaching business like the professional operation it deserves to be.

Product Details:

• Category: Business & Money → Templates & Resumes
• File Type: Notion Template (Duplicate Link)
• Delivery: Instant Digital Download
• Pages Included: 10+ fully built pages
• Databases: 6 interconnected with 290+ properties
• Views: 100+ custom configurations
• Automation: 35+ formulas working 24/7
• Updates: Free Lifetime Updates
• Support: Setup guide included in template