— Proof of Works —
Running your coaching business on messy systems — here are real systems I build to fix that.
These are systems I've built to show how I help coaches organize their operations, document their processes, and create a smoother client experience.
— Notion Trackers
Organized client systems
built in Notion.
Before: Client details were scattered across messages, notes, and files—leading to missed follow-ups and disorganized tracking.
After: A centralized client management system that tracks every client, session, and task—ensuring nothing is missed and delivery stays consistent.
Client Management System
A complete client database for coaches — tracking every client's status, package, session dates, and resources in one organized workspace.
Client status tracking — Active, Onboarding, Discovery Call, Completed
Package & session management
Resource library per client
Multiple filtered view
★ Sample data only — real client data kept strictly confidential
Weekly Task Tracker
A structured weekly task database that keeps coaches and their teams on top of priorities, deadlines, and daily operations without the chaos.
Priority flags — High, Medium, Low
Status tracking — To Do, In Progress, Done
Due date & assignee columns
Weekly & category filtered views
★ Sample data only — real client data kept strictly confidential
— Google Sheets
Clean financial tracking
built in Google Sheets.
Before: Expenses and payments were manually tracked or unclear, making it hard to see where money was going.
After: An organized financial tracking system with automated calculations and clear reports—giving full visibility into business finances and better decision-making.
Monthly Expense Report
An auto-calculating expense tracker with category breakdown, monthly summaries, and color-coded payment status — built with accounting-level precision for coaching businesses.
Auto-calculating totals — Paid, Pending, Total
Category breakdown — Software, Travel, Marketing, Operations
Color-coded payment status
Monthly overview dashboard
Receipt link & approval tracking
★ Sample data only — real client data kept strictly confidential
— SOPs & Workflows
Step-by-step systems
that never miss a beat.
Before: Client onboarding and processes were inconsistent, causing confusion, delays, and missed steps.
After: A step-by-step workflow system that standardizes every process—ensuring smooth onboarding, consistent delivery, and a professional client experience.
New Client Onboarding Checklist
A complete checklist for welcoming new coaching clients — ensuring every step from signed agreement to first session is handled consistently and professionally
Send welcome email & portal access
Client intake questionnaire
Google Drive folder setup
Session scheduling & calendar setup
★ Sample data only — real client data kept strictly confidential
Client Intake Workflow — SOP
A 5-phase standard operating procedure for onboarding new coaching clients — from first contact to first session, with every step documented and nothing left to chance.
Phase 1 — First Contact
Phase 2 — Discovery Call
Phase 3 — Proposal & Agreement
Phase 4 — Onboarding Setup
Phase 5 — First Session Prep