Coaching Business OS — Client CRM, Session & Package Tracker, Progress Scoring & Homework Accountability

Everything a coach needs, and it counts the numbers that grow the practice. Coaching Business OS runs leads, onboarding, sessions, homework and revenue in one workspace — and does the coaching-specific math most templates skip: it tracks sessions remaining on each package, flags renewals before a client drifts off, and charts client progress over time so you can prove the transformation you deliver.

Why coaches switch to this

The biggest revenue leak in coaching is missing the moment a client's package runs out. This system surfaces it automatically — "2 sessions left, renew now" — right on your dashboard. And instead of a folder of session notes, it stores a rising progress score per client, so a "4 → 8 confidence" chart becomes your best testimonial and your best retention tool.

What's inside — the whole practice, connected

• 👥 Client CRM — sessions remaining, progress delta, homework rate, next session and lifetime value at a glance.
• 🗓️ Sessions — pre-session prep, private coach notes and a client-facing summary.
• 📦 Packages & payments — session credits, price, paid and outstanding balance.
• ✅ Homework accountability — action items with due dates and a completion rate per client.
• 📈 Progress tracking — a score-over-time chart that proves client transformation.
• 🧲 Lead pipeline — discovery → proposal → won, with conversion rate.
• 👨‍👩‍👧 Group programs / cohorts — scale beyond 1:1 in the same system.
• 🚀 Onboarding checklist — contract → intake → payment → welcome, every time.
• 📚 Resource library — worksheets you can assign to clients.

The advanced touches you won't find elsewhere

• 🔢 Session-credit engine — auto sessions-remaining and renewal flags.
• 📈 Progress scoring over time — proof of transformation, not just notes.
• ✅ Homework completion rate per client.
• 💰 Revenue, outstanding balances and LTV, plus pipeline conversion.
• 🤖 40+ AI coaching prompts — discovery questions, session agendas, homework, proposals.

Built for solo coaches and consultants

Works on the free Notion plan, on desktop and mobile — one-tap to add a client, book a session, log progress or assign homework. Fully private, no integrations, replaces a stack of paid tools. Comes with sample data, a one-click way to clear it, a 20-minute walkthrough and a written setup guide. A business-organization template, not clinical or financial advice.

Instant download. Free lifetime updates. Add a client, sell a package, and watch their progress climb.