A calmer back office for client work.
The Coach / Therapist Client System gives independent practitioners and small practices a clear, repeatable way to manage intake, onboarding, session administration, progress check-ins, scheduling, reminders, and follow-up — without turning your workflow into a maze.
$79 one-time purchase
Buy the Client System →Also included with The Vault membership. Already a Vault member? Sign in to access your library. No hosted Notion duplicate or Canva share link is claimed here — you receive real importable and editable files below.
Best for
Independent coaches, therapists, and small practices organizing administration. Structure intake, onboarding, session administration, progress tracking, scheduling, and follow-up while keeping sensitive clinical details out of the workflow.
What you receive
client-intake-onboarding.csv is previewed below; the complete buyer delivery remains the existing contents/download area on this page. The page's real previews and download cards are the source of truth; this panel does not add files or change delivery.
First use & compatibility
Import the four CSVs, set the property types and statuses from the guide, upload the three SVGs to Canva, and run one de-identified administrative test.
The CSV structure is designed for Notion's free plan and the SVGs can be imported into Canva's free plan. This is not clinical software or compliance advice.
Choose your path
The Vault is separate at $12/mo and its page describes full library access, monthly drops, and community. A separate PLR/MRR license is available for this product; read its terms before choosing the reseller tier.
Commercial-use boundary: Packd's terms allow finished work made with these resources in your business or client work; they do not transfer Packd's underlying files or allow you to redistribute them. Read the Terms.
How it works in your first five minutes
A real look at Coach / Therapist Client System: the preview below is sourced from the files delivered with this product, and the setup path starts with your own Notion, Canva, or AI account.
Preview of the actual downloadable source file. It is editable; it is not a hosted workspace.
- 1
Import the four CSVs into a Notion page called Practice Operations.
- 2
Set property types and status options from the setup guide; avoid adding sensitive clinical details.
- 3
Upload intake-form.svg to Canva, duplicate it, and replace the bracketed administrative fields.
- 4
Run one de-identified administrative test, check permissions and policies, and review every message before sharing.
Instructional sample, not a client record: Client / household = [EXAMPLE CODE] · Service / package = [SERVICE] · Agreement status = Sent · Next admin action = Confirm admin form.
This is a teaching example built from the file structure. It is not a customer result, testimonial, or populated buyer workspace.Built for the work around the work.
Intake & onboarding
Track inquiry source, service, time zone, agreement/payment status, welcome steps, and the next administrative action.
Session administration
Keep concise records of attendance, administrative focus, practitioner-supplied goals, commitments, owners, due dates, and recap status.
Progress & scheduling
See practitioner-supplied milestones, client-reported status, upcoming appointments, reminders, reschedules, and open follow-ups in one workflow.
Ready-to-edit assets
Upload the SVG intake form, recap one-pager, and worksheet to Canva, then replace the bracketed fields with your practice details.
Download the complete system
Every file is intentionally blank where records would go. The structure is complete; there are no sample customers, fake outcomes, or fabricated testimonials.
Important scope note
This is strictly a practice-administration and business-operations toolkit. It is not clinical software and does not provide therapeutic, diagnostic, or treatment advice. Avoid storing or requesting sensitive clinical details in this workflow. Packd does not provide clinical compliance or legal advice; choose tools and processes appropriate to your own obligations.
Setup in your first week
- Import the four CSVs into Notion and set their property types and status options.
- Create the intake, session recap, and follow-up page templates using the field definitions in the setup guide.
- Upload the three SVG assets into Canva, replace bracketed text, and apply your brand styles.
- Use the prompt document only with de-identified administrative context; review every output before sending.
- Each Friday, filter open follow-ups and the next seven days of appointments, then update status.
PLR/MRR License — rebrand & resell
Need to sell your own version? This separate license includes the editable source package for Coach / Therapist Client System. Rebrand it first, then sell it under your own name.
$316.00 one-time license
Read the plain-language PLR/MRR license terms and Copyright & DMCA policy before checkout.
Buy the PLR/MRR license →Editable source files are delivered by email after payment. This tier is not the ordinary buyer download. See refund eligibility.
New: embedded copy-paste AI prompt sequences
Practice-administration workflows now includes ready-to-use fields, exact prompts, and practical follow-ups inside this toolkit page. Fill in the brackets and paste the prompt into your own ChatGPT or Claude account. These are static drafts: Packd does not run them automatically or connect to an AI service. Review every output against your real facts before using it.
COACH / THERAPIST CLIENT SYSTEM — FOLLOW-UP SEQUENCES
Administrative use only. De-identify inputs; never paste clinical notes, diagnoses, treatment plans, crisis details, or other sensitive health information into an AI tool.
1. INTAKE → ADMIN CHECKLIST
Fields: [CLIENT CODE], [SERVICE], [CONTACT METHOD], [TIME ZONE], [AGREEMENT STATUS], [PAYMENT STATUS], [WELCOME], [NEXT ADMIN ACTION].
Prompt: “Create an administrative onboarding checklist for [CLIENT CODE] using [SERVICE], [CONTACT METHOD], [TIME ZONE], [AGREEMENT STATUS], [PAYMENT STATUS], [WELCOME], and [NEXT ADMIN ACTION]. Return owner, due date, dependency, and status. Do not request clinical information or invent a policy.”
Follow-up: “Check these rows [ROWS] for missing dates, owners, identifying information, or clinical language; return exact safe edits.”
🔒 1 more workflow prompt is included with purchase.
Unlock the full set with Coach / Therapist Client System or a Vault membership.
Already bought? Open the access link in your receipt email. Vault member? Sign in.
Read Packd's disclaimer · What these resources can—and cannot—do