Life Coach CRM
Manage your coaching pipeline, client packages, session notes, and revenue in one spreadsheet. Built for solo coaches who want a professional system without paying $40/month for coaching platforms.
What's Included
- Lead-to-client pipeline with discovery call tracker
- Coaching package manager (sessions included, used, remaining)
- Client goal and progress log
- Session notes and action item tracker
- Package renewal and revenue forecast
- Referral source attribution
- Monthly revenue and client retention dashboard
- Lifetime updates
The Life Coach CRM gives you a professional system to manage every stage of your coaching business — from first enquiry to long-term client retention. Track your pipeline, your packages, your clients’ goals, and your revenue all in one organised spreadsheet.
Focus on your clients. Let the spreadsheet handle the admin.
Why a Spreadsheet CRM?
Coaching platforms like Paperbell, CoachVantage, or Practice cost €19–$47/month. For solo coaches with 10–40 active clients, this template gives you the full business overview you need — client pipeline, package tracking, goal progress, and revenue — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Active clients, packages expiring soon, sessions delivered this month, revenue |
| Pipeline | Prospect tracking from enquiry to discovery call to enrolled client |
| Clients | Client database with package, start date, goals, and retention status |
| Packages | Session package tracker: sessions sold, used, remaining, and expiry date |
| Sessions | Session log with date, notes, action items, and next session booked |
| Goals | Client goal tracker with milestone check-ins and progress notes |
| Revenue | Monthly revenue log with package type breakdown and renewal forecast |
Who It’s For
- Solo life coaches, business coaches, and executive coaches
- Health and wellness coaches with an active client roster
- Coaches transitioning from a 1:1 model to group programmes
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.