Selected Work · Self-Directed Product · 2025
Notion Client Tracker
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