Coach OS — Practice Management System for Coaches & Consultants

The Notion workspace coaches wish they'd had on day 1.

Most coaches and consultants run their practice in a haze of Calendly links, Stripe receipts, Google Docs, and "I'll remember." It works until it doesn't.

Coach OS is the complete practice management system: client roster, session tracker, package management, payment cadence, and the SOPs that make every client feel like the only one.

What's inside

• Client roster — every client, package, session count, next session, renewal date
• Session tracker — pre-session prep, in-session notes, post-session summary template
• Package management — 4-session, 8-session, 6-month containers with usage tracking
• Payment cadence — invoice schedule, payment reminders, overdue handling
• Intake form template — the questions that surface real goals
• Closeout SOP — testimonials captured, referrals asked for, renewal pitched
• Group coaching layer — for when you scale to cohorts

Who it's for

Coaches (executive, life, leadership), consultants, therapists, fractional execs running a coaching practice. 5-50 active clients.

What you get

• Instant Notion template (one-click duplicate)
• 10-min walkthrough video
• Free lifetime updates
• 14-day guarantee