Industry pack

Life Coach & Counselor OS

Client goals, anonymized session notes, appointment trackers, and homework registries.

Linked databases: 8
Automatic calculations: 16
Ready-made views: 21

Saves time
What each client is working towards with a measure and a 0-10 progress rating - stalled goals are listed for the next session.
Connected data
Actions agreed at the end of each session and whether they were done - completion rate per client is easy to see.
Calculated for you
Treatment-plan progress updates itself as visits are completed
Nothing missed
Recalls that are due or overdue appear in one list every morning

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Life Coach & Counselor OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Coach Pack

Track client progress & anonymous session notes
without privacy breaches.

Client goals, anonymized session notes, appointment trackers, and homework registries.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

What each client is working towards with a measure and a 0-10 progress rating - stalled goals are listed for the next session.

🔗

Connected data

Actions agreed at the end of each session and whether they were done - completion rate per client is easy to see.

📊

Calculated for you

Treatment-plan progress updates itself as visits are completed

✅

Nothing missed

Recalls that are due or overdue appear in one list every morning

🔍

🔎

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