Free Client Onboarding CRM for Coaches & Consultants

I just built a simple yet powerful Client Onboarding CRM inside Notion — designed specifically for coaches and consultants.

This board helps you:

✅ Track clients from intake → onboarding → week-by-week progress → completion

✅ Stay organized with all client stages in one place

✅ Save time and deliver a smooth onboarding experience

Access here :

Let me know if you use it — I’d love your feedback! 🙌

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skool.com/b2baudacity-consultants

B2B consultants Looking for Consistent Growth using a tested growth blueprint to leverage your expertise to get to your 6 figures biz Fast!

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