CompassDeckYour clients get a portal.
You get your time back.
CompassDeck is a Notion system built specifically for career coaching — client CRM, session notes, homework, and a values / leadership strengths / skills assessment your clients can actually see progress on, without you building any of it from scratch.
One-time purchase. Works in the free version of Notion. No subscription.
Most coaches run this out of a notebook, a spreadsheet, and a long text thread — and every client conversation starts with "remind me where we left off?" CompassDeck keeps that answer one click away, for you and for them.
Everything a career coaching practice runs on, in one system.
Client CRM
Every client, their package, status, payment, and next session in one dashboard — with at-risk and overdue flags surfaced automatically.
Career assessment
Structured mapping for top 5 values, leadership strengths, and a 7-skill current-vs-target matrix, with a running coach's-notes column.
Session & homework log
Private session notes with a one-toggle "share with client," plus a homework tracker that shows what's overdue across your whole roster.
Client portal
A page you share directly with each client: their goal, this week's homework, shared session highlights, and resources — no login hoops.
Progress they can see
Clients check off their own homework and see their assessment progress, so sessions start from "where we are" instead of a recap.
Duplicate & go
One template to duplicate per client. No databases to design, no relations to wire up — it's already built and already linked.
Three questions every career engagement should answer first.
What matters to them
Five values, ranked and written in their own language — the filter every offer and option gets checked against for the rest of the engagement.
Where they already lead
Recurring leadership strengths with real evidence attached, so resumes and interview answers are built on proof, not adjectives.
What's next to build
Seven tracked skills, current level against target — so "growth" is a specific, visible number instead of a vibe.
One template. One payment.
Regular price is $129 once the founding batch is gone. You keep the template forever — duplicate it for unlimited clients.
- Full coach dashboard + 4 linked databases
- Career assessment: values, strengths, skills mapping
- Client portal template, ready to duplicate and share
- Works on Notion's free plan
Before you ask
Do I need a paid Notion plan?
No. Everything in CompassDeck runs on Notion's free plan. A paid plan only matters once you're sharing portals with a very large number of guests at once.
Can my clients see my notes on other clients?
No. The client portal is a separate page you duplicate and share per client — it never links back into your CRM or any other client's data.
What if I coach outside career/leadership specifically?
The structure — CRM, sessions, homework, portal — works for any 1:1 coaching practice. The values/strengths/skills assessment is written for career coaching, but every field is plain text you can relabel in minutes.
Is this a subscription?
No. It's a one-time template purchase. You duplicate it for every client you take on, with no per-seat or per-client cost.
Get CompassDeck today
Instant delivery via Gumroad — founding price is only good for the first 25 coaches. Questions first? Email hello@compassdeckcrm.com.