Build a CRM in Notion - Step-by-Step Tutorial - Clients, Sessions, Notes for Coaches and Mentors

Описание: Stop juggling client info across emails, spreadsheets, and sticky notes. If you’re a coach, mentor, or consultant, you need a system to track clients, sessions, and notes in one place.

🔗 Resources Mentioned:

*Coaching CRM Template* (your all-in-one dashboard for clients, sessions, tasks & more!):
https://payhip.com/b/G0o8N (use code YOU15 for 15% off your order!)

*Client Portal Template* (a private space to elevate your client experience):
https://payhip.com/b/NnlJT (use code YOU15 for 15% off your order!)

In this step-by-step tutorial, you’ll learn how to build a CRM & Session Planner in Notion—even if you’ve never used databases before.

✅ Clients – with status, program, and contact info
✅ Sessions – to plan, organise and monitor all calls
✅ Notes – tied directly to each client and session

By the end, you’ll have a functional, customizable CRM that keeps your coaching business organized and stress-free.

📌 *V I D E O S T O W A T C H N E X T :*

*➜ MANAGE CLIENTS & ORGANISE YOUR ENTIRE COACHING BUSINESS IN NOTION*
   • How to use Notion for Client Management | ...  

*➜ NOTION SETUP FOR 1-1 BUSINESSES*
   • The one tool that will change your coachin...  

*➜ THE ONE TOOL TO ELEVATE YOUR CLIENT EXPERIENCE*
   • Why Your Clients Deserve a Client Portal (...  


💬 Your turn!
Did you build your CRM while watching?
→ Share a story or ask a question in the comments! I’m happy to help troubleshoot.

→ Love practical Notion tips?
Subscribe and hit the bell so you don’t miss Video 3—where we shift focus to your client’s experience.

TIMESTAMPS
0:00 Intro
0:53 Step 1 - Clients database
3:17 How to add a template & customise the page layout
3:50 Step 2 - Sessions database
5:29 Step 3 - Notes database
6:57 Step 4 - Dashboard layout
7:16 Session calendars
8:54 Follow-up section
10:41 Active clients section
11:24 Lead list
12:08 Notes library
13:37 Add buttons for quick actions
14:55 Comparison with the Coaching client tracker template
15:15 Final thoughts & outro

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