Scale your coaching or consulting business without chaos and overwhelm

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!

Building a scalable business should not feel overwhelming and chaotic.

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.

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Our Services

There are 3 main ways of working with us.

"Simplify & Systemize" Program

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.

Premium Suite for Notion

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.

Notion Consulting

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.

Hi! I'm Taina.

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.

See What My Clients Are Saying

Gudrun Mahlberg
Dance Teacher & Somatic Coach

“Immense gratitude to Taina [...] Her meticulous setup, from personalized CEO routines to an innovative Client Portal, has proven to be a game-changer. Converting leads into clients became easy, and onboarding and follow-up are incredibly efficient. Taina's services are invaluable for unmatched organizational efficiency. And, she is such a pleasure to work with! I highly recommend her. I got so much time back to be creative and have peace of mind. ”

“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.”

Jenny Watzka
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.”

“I was stressed, overloaded and lost too much time in organizing tasks. But Taina made my dream of a well-organized and informed team come true, thanks to her structural thinking, her clever ideas and her comprehensive know-how. [...] Taina has such a warm and patient manner that my team and I always felt comfortable and understood with every question. I finally have a clear head again and can concentrate on the essentials.”

Julia Marquart

Dein IT Coach

Anni Yli-Lonttinen
Entrepreneur & Marketer

“Before working with Taina, the work and information of our growing business and team was dispersed in too many places, making it difficult to have an overview of what's going on. Taina helped us create a custom system that now makes it so easy to manage all clients, leads, projects, tasks, and processes in one place, making our everyday a whole lot easier. Working with Taina was very smooth and support was personalized and fast. Our team is super happy with the results.”

Heljä Kokko
SEO Expert & Coach

"Now, it's easy to maintain everything from sales and marketing to operational practices. [...] Working with Taina was a smooth process and my new Notion hub gives me clarity every day.”

"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."

Gretel Niemeyer
Sales Coach

George Chinn
Managing Director, Eagle & Beagle

"Very happy client of Taina’s here - I’ve had a whole business system built by her and it’s changed my business as well as clearing up my personal headspace. She has a knack for understanding and turning the complicated into a simple solution that’s a pleasure to use."

“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!

Christiane Schicker
Consultant, Coach & Facilitator for Transformation

Relinde Moors
Business Strategist

“We save time, and it's just amazing to store everything from SOP's to client portals to sales pipelines in one place. This is exactly what we needed in order to be able to scale and grow to the next level. I'm happy, team is happy and my clients are happy. What else could I wish for? Taina is a professional, who really listens to the individual needs of the business owner. ”

“ I was shocked to find out that I am actually not as busy as I long thought. There’s work, but I am in control of it. I learned it! And that’s something for a grown-up woman like me. I feel capable, productive, and energized. […] I warmly recommend working with Taina. This journey has been like putting money in the bank and a very empowering experience.”

Niina Kilponen
Accountant

Jutta Lehtinen
SEO-akatemia Oy CEO & Founder

“This project with Taina remarkably impacted our work, greatly enhancing task management, streamlining processes, and fostering seamless collaboration within our team. Taina's expertise, dedication, and responsiveness made the cooperation truly exceptional."

“Clear teaching, targeted and personalized set up, and rapid pace of progress. We were at a point where organization and systemization was BEYOND necessary. Like, we needed a structure in place two weeks ago.”

Ali Turner

Coach, creator, mentor & founder

Judith Sahling
Empowerment coach

“Taina helped me streamline the processes within an educational company, so that not only the internal workflows move along easier. Next to a better overview of what needs to get done within the company, the interaction with clients is advanced to a new level. Especially the client portals give clients a better overview of the individual work with them. And the company a better understanding of client progress. And Taina is an amazing help in setting this system up according to individual needs!”

“I have loved my experience with Taina! She knew exactly what I needed and provided amazing support throughout our time together.”

Maggie Olson

Business coach, Maggie Lynn Coaching

On the Blog

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How to use Notion to organize your coaching business in one place

August 07, 20236 min read

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.

What is Notion

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.

Build a System That Works for You

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.

10 Essential Notion Templates for Coaches

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.

1. Projects & Tasks

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.

A screenshot of a project database in Notion.

2. Content Calendar

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.

A screenshot of a content planner in Notion

3. Lead Tracker

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.

A screenshot of a sales pipeline in Notion

4. Client Management (CRM)

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.

A screenshot of a Client Relationship Manager in Notion

5. Client Portals

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.

A screenshot of a Client Portal in Notion

6. Online Courses

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.

A screenshot of an Online Courses page on Notion

7. Notes & Documents

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.

A screenshot of a Notes & Documents system on Notion

8. Finance & Accounting

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.

A screenshot of a Finances & Accounting system on Notion

9. Strategy

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.

A screenshot of a Strategy manager on Notion

10. CEO Dashboard

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.

A screenshot of a CEO dashboard on Notion

Premium Suite - Every Template You Need, Done-For-You

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:

NotionTemplatesCoachingBusiness systemsManagement systems
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Taina Pereenniemi

Taina Pereenniemi specializes in helping coaches and consultants build simple and scalable businesses with custom strategy & done-for-you systems using my proven 4S Method. She has helped over 50 entrepreneurs with their business systems and/or strategy, and previously built a world-leading consulting business around Notion. Equipped with a Masters Degree in business strategy and 10+ years of strategy and 6+ years digital business experience - Taina's not your typical self-taught "follow-me" business coach. When she's not strategizing and streamlining workflows, you can find Taina playing with her two small kids or practicing yoga.

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