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💡 Before we dive into the program, let me guide you through setting up this portal so you can easily access resources, receive notifications, and stay organized throughout our coaching journey.
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ONBOARDING
THE PROGRAM
OFFBOARDING
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*A big round of applause for you, [CLIENT’S NAME]! You’ve taken the first step toward something bigger—a version of yourself that is more aligned, confident, and empowered. I’m honored to walk this path with you and help turn your goals into reality.
Whether it’s [BENEFIT 1: e.g., building confidence in decision-making] or [BENEFIT 2: e.g., developing habits for long-term success], I’m here to provide the guidance, tools, and support you need to create real, lasting progress.
Starting this coaching journey is a bold and exciting step, and I’m truly grateful you’ve chosen to take it with me. Let’s get started!*
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💡 This portal is organized into three main sections: Onboarding, The Program, and Offboarding. Use the menu on the left to navigate between pages easily. Below the menu, you'll find Q&A related to each page, with a full list available in the Materials section.
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Onboarding
Navigating the portal, accessing important documents, and managing payments.
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The Program
Program details, lessons, materials, and scheduling options for your coaching sessions.
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Offboarding
Reviewing key takeaways, exploring next steps, and sharing your feedback.
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💡 Throughout the portal, you’ll find a list of relevant tasks, each with the assigned person and due date. You can update the status to "In Progress" or "Done." All tasks can be viewed in the Task Manager. Please complete the tasks below before our first call.
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💡 During this program, we will meet for [NUMBER] coaching calls, which we will schedule later in the Calls section. In between sessions, you’re welcome to leave comments in the portal within the relevant section. I’ll make sure to respond to all comments within [NUMBER] hours, excluding weekends. Please refer to the section below to familiarize yourself with how Notion comments work.
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💡 You’ll receive a notification if I mention you in the comments, interact with your comment, or assign you a task. You can choose to receive an email notification, a Slack notification, or check this portal regularly. Please decide which method works best for you and set up notifications accordingly.