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Coaching CRM Template

Use Template
Coaching CRM Template
Use Template

Running a coaching business means balancing multiple roles—from organizing client sessions to tracking goals and managing communications. The Coaching CRM Template is designed specifically for coaches, trainers, and consultants to centralize their operations. Whether you’re offering business coaching, personal development, fitness, or career advice, this customizable CRM helps manage your day-to-day tasks efficiently.

With integrated tables to track clients, coaching sessions, goals, progress, and feedback, this template ensures nothing falls through the cracks. From onboarding new clients to assessing outcomes, this tool gives you a bird’s-eye view of your entire coaching pipeline.

Key Tables Included in the Template

1. Clients

This table acts as your client directory and helps you store all essential information.

Key Fields:

  • Client Name
  • Email 
  • Phone Number 
  • Coaching Type 
  • Enrollment Date 
  • Status
  • Assigned Coach 
  • Notes 

2. Coaching Sessions

Track each session’s details, client association, and progress update.

Key Fields:

  • Session Date 
  • Client 
  • Coach 
  • Session Type 
  • Duration 
  • Notes/Outcomes 
  • Follow-up Date
  • Status 

3. Coaching Goals

Set and track specific goals for each client with measurable progress indicators.

Key Fields:

  • Goal Name
  • Client 
  • Goal Type
  • Target Date 
  • Progress Status
  • Notes

4. Team/Coaches

Maintain a directory of your coaching staff or collaborators.

Key Fields:

  • Coach Name 
  • Email 
  • Specialty
  • Availability
  • Status 

5. Feedback & Reviews

Collect session-wise or overall feedback from clients to improve your services.

Key Fields:

  • Client 
  • Coach 
  • Session Date 
  • Feedback 
  • Follow-up Required 

Key Benefits of the Coaching CRM Template

  • Client Organization: Store all your client contact details, preferences, and history in one place.
  • Session Scheduling: Plan and track upcoming or completed coaching sessions with notes and follow-ups.
  • Goal Tracking: Set custom goals per client and monitor their status with progress views.
  • Team Collaboration: Assign coaches, manage availability, and ensure everyone is on the same page.
  • Data-Driven Insights: Use filters, views, and linked records to derive performance insights and improve client engagement.
  • Customization: Add columns, tweak fields, and personalize the template to match your coaching niche or process.

Use Cases

  • Independent Coaches: Keep track of multiple clients, customize goal plans, and automate follow-ups.
  • Coaching Agencies: Manage a team of coaches, client pipelines, and feedback in one shared workspace.
  • Mentorship Programs: Align mentees with mentors, document growth journeys, and measure outcomes.
  • Fitness Trainers: Schedule sessions, monitor performance, and collect client reviews.
  • This Coaching CRM Template is your all-in-one solution to organize, grow, and scale your coaching operations with clarity and structure. Use it as a starting point and customize it to fit your workflow seamlessly.

Would you like help setting up formulas, views, or dashboard integration next? 

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