<aside> 🎯 Clients, sessions, packages and renewals in one place — so no package quietly runs out unnoticed.

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Start here — 4 steps

1. Rename this page to your business name
2. Fill in Services & Pricing — it feeds every quote you send
3. Add your current clients and open engagements
4. Put the weekly routine at the bottom in your calendar

What is inside

Five hubs, 19 connected databases. Everything a coaching business needs to run, without the monthly subscription.

• Client & Engagement Hub — pipeline, clients, engagements, tasks, meetings, workflow
• Money Hub — quotes, invoices, expenses, time log, services & pricing
• Marketing Hub — testimonials, referrals, content, lead sources
• Business Hub — goals, SOPs, suppliers, resource library
• Session Tracker — the coaching-specific piece generic planners leave out

How this works

Everything in a coaching business runs through the same loop: an enquiry arrives, it becomes a engagement, the engagement gets delivered, and the invoice gets paid. This tracks all four stages in one place so nothing quietly stalls between them.

Sessions remaining is the number that runs a coaching business. Packages that lapse unnoticed are the most common lost revenue in this field.

👥 Client & Engagement Hub