Selected Work  ·  Self-Directed Product  ·  2025

Notion Client Tracker
A Client System, Built to Product Standard

01

The Brief

Solo coaches consistently struggle with tracking client progress, goals, and session notes in one place. I designed a complete Notion template to solve this — built to product standard, not as a one-off setup.

02

What I Designed

One connected system, structured so a coach can see everything without maintaining anything:

  • Main dashboard with a live coaching snapshot: active clients, progress, goals, wins
  • Per-client dashboards with a goals tracker, weekly progress table, and wins gallery
  • 5-step setup and status-based archiving, so the system stays clean as it grows
03

The Outcome

A system a coach can set up in five steps, without me in the room. Designed and documented to product standard, it now works as a ready-to-deploy deliverable in client engagements.

Skills: Notion  ·  Database Architecture  ·  Systems Thinking  ·  Product Design  ·  Client Systems

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