Coaching continuity / Workflow Systems

Client Harbor.

Keep client goals, agreed actions and next-session prep connected.

Available · $29.95

One-time purchase on Notion Marketplace. Install on desktop or web; follow Start Here inside your copy.

Why we are making it

Why this template exists.

Your next coaching conversation is coming up. What did you agree last time, what has changed and which questions are still open? Client Harbor brings client goals, session notes and commitments together in Notion. Choose the context for the next session, save your preparation brief and record what you agree afterwards.

What you can take away
A saved preparation brief for the next conversation, connected session history and dated action updates you maintain yourself.

Conceptual workflow illustration. This is not a screenshot of the Notion template.

Included in this release

What you'll get.

The Notion template includes the following. Setup guidance and Help are inside your copy.

Three connected databases: Clients, Sessions and Commitments.
Five templates for clients, coaching sessions, starting points, progress reviews and commitments.
Views for planned work, recorded history, recurring themes, unresolved actions and archive.
Start Here, five Help articles and three fictional walkthroughs. Working databases start empty.

How to use it

From one session to the next.

Set the starting point

Add a client and the relevant goal, earlier context and open actions. You do not need to import their entire history.

Prepare the conversation

Select relevant recorded context and commitments. Carry open questions into your focus, save the brief and check the saved text and time.

Keep the thread

Record the conversation and decisions. Update agreed actions with dated notes, then use that context for the next session or a progress review.

Who it's for

Is this a fit for you?

You coach adults in business or career conversations and already use Notion.
You want to keep context between repeated sessions without changing how you book or communicate.
You can review source notes and maintain action updates deliberately.

Worth knowing

Before you use it.

A coach-only workspace. Clients do not need Notion accounts; this is not a client portal, booking tool, billing system or messaging service.
You choose the focus and carry relevant questions forward. Changes inside source notes are not added to a brief automatically.
Desktop/web is primary. Core workflows have been checked in Notion Free copies; mobile checks cover essential tasks only. The complete buyer purchase and installation through Marketplace has not yet been tested by us.
Use online. Offline operation and recovery of unsynced input are not promised. Optional AI is separate from the core workflow.
Keep your copy private and store only information you have permission to retain. Not intended for clinical records, crisis support, minors or regulated case management.

Common questions

Before you start.

Where do I buy Client Harbor?

It is available on Notion Marketplace for $29.95 as a one-time purchase. Follow Buy on Notion to the current listing and checkout. Install on desktop or web, keep your copy private and begin with Start Here.

Will my clients need Notion?

No. This is your preparation and record-keeping workspace. Clients keep using the communication channels you already share.

Does it decide what to discuss or track progress automatically?

No. You choose the session focus, review the sources and enter updates. The template connects and formats that information; it does not verify reports, provide coaching advice or guarantee outcomes.

What support and updates are included?

Support covers installation and documented template functions at contact@plansprig.com. One coach may adapt the template for internal use; resale and redistribution are excluded. Later changes to the source do not automatically update your copy.

Before your next conversation

Pick up where you left off.

Buy Client Harbor on Notion Marketplace. For installation or documented template functions, use Help inside your copy or email us. contact@plansprig.com

Buy on Notion