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I will create a custom notion crm dashboard for coaches and consultants
Your Business Goals, My Focus Smarter Digital Solutions
Hi, I'm Preccy May, a digital solutions expert passionate about helping businesses work smarter and stay organized. I help entrepreneurs streamline client management with Notion dashboards and CRM sys...
About this Gig
Are you a coach or consultant struggling to keep client details, leads, sessions and follow-ups organized?
I will create a custom Notion CRM dashboard tailored to your coaching business, helping you manage your workflow in one organized workspace.
YOUR CUSTOM NOTION SYSTEM CAN INCLUDE:
- Notion CRM for client and lead management
- Client status and pipeline tracking
- Follow-up tasks
- Client onboarding workflow
- Progress tracking and organized client notes
- Customized dashboard views and linked databases
WHO IS THIS FOR?
Business coaches, life coaches, career coaches, consultants, and independent service providers who want a clearer way to organize their client relationships.
WHY WORK WITH ME?
I focus on understanding your requirements, creating a clean and practical layout, and organizing the workspace around your needs. My goal is to deliver a system that is easy to navigate and maintain.
Please note: This service provides a Notion-based management workspace, not a standalone CRM application or automatic booking and payment system.
Message me before ordering if you need a specific structure or feature. Let's build a more organized coaching workspace for your business
Domain:
Business
Industry:
Business services & consulting
•
Lifestyle
Language:
English
FAQ
What can you include in my Notion CRM?
Depending on your package, I can organize client records, lead stages, session tracking, follow-up tasks, onboarding steps and dashboard views. Please check the selected package for the exact scope.
Do I need a Notion account?
Yes. A Notion account is needed to access and use your workspace. I can guide you on sharing the appropriate workspace or page securely.
Can you customize the dashboard for my coaching niche?
Yes. I can tailor the structure to your workflow, whether you are a business, life or career coach, or a consultant.
Will I be able to edit the dashboard myself?
Yes. The workspace will be structured for you to manage and update, subject to the permissions of your Notion account.
Does the CRM send automatic reminders?
The package can include follow-up dates and task views inside Notion. External or automatic notifications and integrations are not included unless explicitly agreed.
Can you improve my existing Notion workspace?
Yes, if the existing workspace fits the agreed scope. Please share a description or screenshots without confidential client information before ordering.
What do you need to get started?
I need your coaching niche, the information you want to track, your preferred workflow, and the package you wish to order.
Can I request extra features?
Yes. Please contact me before ordering so we can confirm feasibility, price, delivery time and whether a custom offer is appropriate.
