Coach Coach Coda Dashboard

While coaching businesses may be relatively simple (get good at something then teach others to get good at it), it can still be difficult to keep track of everything necessary to maintaining and growing your business, that's where CoachCoach comes in.

Coach Coach is a Coda template for coaches to easily manage their business and was developed from watching my wife go through her own coaching journey. As she kept switching from multiple different platforms to manage meetings, plan new programs and initiatives, track finances, and collaborate with a growing team I kept thinking 'this would be way easier to manage in Coda'.

Hence the creation of this template which includes tools for:

* Daily dashboard - Track your business at a glance

* Schedule - View upcoming initiatives (promoting new programs) and client load

* Clients - Internally rate your clients as part of your ongoing market research to find ideal clients and send emails from Coda

* Finances - Automate the boring but essential part of growing your business

* Programs - Define your ongoing programs including price to drive automating tracking

* Team - assign tasks and track progress across employees and contractors

* Projections - a sandbox for quickly establishing sales projections and goals