The Coach Business OS
Most coaching templates are a client list with a notes page. This one tracks the thing that actually costs you money: how many sessions each client has left.
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What’s inside
- One workbook, six tabs: Start Here, Dashboard, Clients, Packages, Sessions, and the Renewal Radar.
- A session ledger where every package counts itself down as you log sessions — no second spreadsheet, no mental arithmetic.
- The Renewal Radar: clients approaching the end of a package surface automatically, ranked by how soon they run out.
- Committed against collected — money received is not money earned, and this shows what you still owe in undelivered sessions.
- Sample data filled in so you can see how everything connects, and a Start Here tab that clears it in about thirty seconds.
Who this is for
Log a session once and the client’s package balance, your renewal list, and your revenue numbers all update from that single entry. Nothing is typed twice, and every formula is already written and tested.