With a simple custom strategy and done-for-you systems you can become the CEO you envisioned to be - in control and ready to scale!
You are amazing at what you do and you have the qualifications and certifications to prove it. You know you have the power to impact more lives and make a bigger difference.
BUT growing to your next 10/20/50K+ months feels chaotic and overwhelming. The number of bits and pieces to manage is endless and mess just keeps piling up.
You know that in order to be the CEO you envisioned to be, you need more simplicity and flow, better systems to automate and delegate - so that you can achieve your growth goals WHILE living a life of freedom and ease.
I’ve been there. And I can help.
There are 3 main ways of working with us.
Taina's signature program designed for coaches and consultants who want to grow to 10-30K+ months without chaos and overwhelm. Based on Taina's proven 4S Method, the program combines simple custom strategy with done-for-you systems.
We help coaches and consultants create an all-in-one system on Notion to organize everything: leads, clients, projects, tasks, documents, notes, client resources, etc.
We're the #1 5-Star Rated Notion Certified Partner globally.
Our Notion Certified Consultants help teams of 1-300+ build custom workspaces on Notion to organize all information and work in one place.
I help coaches and consultants build simple and scalable businesses with custom strategy & done-for-you systems.
I've helped 50+ entrepreneurs with their business systems and/or strategy, and run the #1 5-Star Rated Notion Certified Consultancy globally.
When I'm not creating growth strategies or streamlining workflows, you can find me playing with my two small kids or practicing yoga.
Dance Teacher & Somatic Coach
“If you’re wondering whether, you know, working with Taina makes sense, do it, do it, do it, do it! It has been an absolute game changer. I’ve never felt so secure [...] knowing that every single thing is taken care of. Before a lot of things where just in my head and now I don’t need to remember because they’re actually all there working for me instead of, you know, me trying to make it work.”
7-Figure Business Coach
Missy Toy Ozeas
Energy Intuitive & Transformation Guide
“Working with Taina is one of the best investments I've made in my business. Run, don't walk, to hire Taina to help you create ease and efficiency in your business and in your life.”
Dein IT Coach
Entrepreneur & Marketer
SEO Expert & Coach
"Working with Taina was just amazing. Not only is she a very, very smart, professional person, but also super easy going. And I believe it’s one of her biggest goals to make the life of her clients as easy as possible."
Managing Director, Eagle & Beagle
“Taina showed up with empathy and professional background and she was able to proceed revealing diagnostics about what and why things did not work. With her wisdom to connect to my context, her efficiency to ask the right questions and to align the main scope to meet my needs made me confident. And the result displays the value for money of my trust!“
Consultant, Coach & Facilitator for Transformation
SEO-akatemia Oy CEO & Founder
Coach, creator, mentor & founder
Business coach, Maggie Lynn Coaching
In this article, I discuss how coaches can use Notion as an all-in-one management tool to keep their coaching business and team organized. Notion offers users the ability to create custom templates, databases, and pages tailored to their specific needs. The article provides a list of the 10 most essential Notion templates for coaches, including project and task management, content calendars, lead trackers, client management, client portals, online courses, notes and documents, finance and accounting, strategy, and CEO dashboards.
Notion is a work management tool that can be used to manage work and information in one place.
Notion allows users to create a customized workspace by adding different types of content blocks such as text, images, tables, and multimedia. These blocks can be easily rearranged and organized to create a hierarchy and structure to the work.
Notion also offers integrations with other popular tools such as Google Drive, Trello, Slack, and Asana, allowing users to connect and collaborate seamlessly across different platforms. Notion also has a web app, mobile app, and desktop app - making it accessible wherever you are.
If you're looking for an all-in-one management tool to keep your coaching business and team organized, Notion might be ideal for you.
You can sign up for a free account at Notion's website here: www.notion.so.
One of the key features of Notion is its flexibility and versatility, which allows you to keep track of your todos, projects, notes, documents, and other information the way you want. You can use Notion as your second brain, so that you no longer need to worry about keeping things in your memory.
Notion allows users to create custom templates, databases, and pages that can be tailored to their specific needs. This flexibility allows for the creation of various systems, such as note-taking systems, project management systems, task tracking systems, client management systems, and more. Users can design their own layouts, add and rearrange blocks of content, and customize the appearance to make it on brand.
In my work as Notion Certified Consultant, I've worked with numerous coaches helping them get organized in one place on Notion. Here's a list of the Notion templates my clients have found most useful in organizing their business.
Having an organization system for your tasks and projects is important for productivity and focus. With Notion, you can create a project management database to keep track of tasks, assign deadlines, and track progress. You can also create a personal planner to set daily and weekly goals and create to-do lists. Notion's collaboration features allow team members to work together on projects, share documents, leave comments, and track changes.
Notion can also be used for content planning and collaboration. It allows you to create different pages or databases to organize and plan your social media posts, marketing newsletter content, podcast episodes, blog articles, and more. You can plan the schedules, assign tasks to team members, add comments, and collaborate in real-time on your content planning process. Notion's flexible layout and customizable templates make it suitable for different content planning workflows. You can also use Notion to build a library of content ideas for inspiration.
You can use Notion to build a visual sales pipeline to organize all your lead information in one place. You can keep track of any details and notes related to the leads, track their status, stay on track of when to follow up, add labels, or assign for team members. With the help of Notion you can manage your sales effectively and never again need to worry about forgetting to follow up.
When set up right, Notion can also work wonders as a system to manage your clients and their journey in one place. You can use Notions powerful relational databases to structure and streamline all the information on your customers in one place: contact details, products or services purchased, status of delivering your services, session notes, resources, feedback or intake forms, etc.
Notion also allows building client portals, where your clients can easily view all relevant information about working with you in one place. A client portal could include e.g., a welcome video, guidelines for working with you, program timeline, and resources to download.
In Notion you can easily invite guests or turn pages into websites. This makes it possible to use Notion for sharing resources and building digital products, such as online courses. If you're hesitant to invest in a more full-featured online course platform like Thinkific or Teachable, using Notion for a simple way to manage your online courses can be an option.
Thanks to the strong document creation and note-taking features of Notion, you can also use it to organize all your notes and documents. A typical setup would include a database where you can categorize and tag documents, and then using the pages inside that database to create the actual documents. It's also easy to embed or link content from your other tools, still having them organized in the same system.
For any coaching business owner, it's important to stay on top of your numbers - and Notion can be helpful here too! You can store information on your income and expenses in a Notion database and build cleverly filtered views to create reports to give an overview of where your money is going.
You can use visual documentation of your company vision, mission, an value - to keep your team aligned on the big picture. Using Notion's databases, you can build a goal tracking system. For more details on goal tracking, check out this article about using the OKR method.
This is one of my favorite things about Notion! In Notion, you can create filtered views to your data anywhere inside your workspace. This way you can build your CEO Dashboard to show you what is relevant today from across all the different areas of your business. At a glance, you'll be able to see your daily tasks, leads due for contacting, current clients, this month's financials, most recently added documents - all, without having to jump from one app or document to another.
Are you interested in setting up Notion for your coaching business? My Premium Suite for Coaches includes all the templates you need and we can personalize and set them up for you.
This way you don't have to spend valuable time watching hundreds of Youtube tutorials to learn how to use Notion. Receive access to my proven templates for coaches and get your dedicated Notion Success Manager to do the setup for you.
Here’s a quick 2 min over view of my Premium Suite for Coaches: