LiteFolio Coaching / Consultant Pro | ADHD-Friendly Client CRM, Revenue Tracker & Business Dashboard

LiteFolio Coaching / Consultant Pro is a calm, all-in-one digital workspace for coaches, consultants, strategists, and service providers who need to manage clients, leads, offers, sessions, follow-ups, money, testimonials, and content without the overwhelm of traditional CRM tools.

Built for ADHD minds and busy client-based businesses, this standalone browser-based mini app helps you see what matters today, know who needs attention, track revenue clearly, and keep your client work moving — all from one beautifully organized command center.

No subscription. No complicated setup. No bloated project management system.

Just calm clarity for the client work you love.

A Calm Business Command Center for Coaches & Consultants

Running a coaching or consulting business means juggling a lot:

Client notes. Discovery calls. Follow-ups. Offers. Session prep. Invoices. Testimonials. Content ideas. Renewals. Scope creep. The tiny “I need to remember this later” details that somehow become mental clutter.

LiteFolio Coaching / Consultant Pro was built to hold all of that in one calm, visual workspace.

This ADHD-friendly digital mini app gives coaches, consultants, strategists, and service providers a simple but powerful way to organize the full client journey—from first inquiry to paid client, active work, renewal, testimonial, and reactivation.

It is designed to be lightweight, beautiful, and easy to use, without forcing your brain into a giant spreadsheet or expensive CRM subscription.

What’s Included

Today Dashboard

Open the app and instantly see what needs your attention.

The Today dashboard helps you focus on:

• One calm next step
• Sessions today
• Clients at risk
• Deliverables due
• Revenue watch
• Visibility prompts
• Capacity mode for low-energy or high-focus days

This is your daily business reset, without the panic spiral.

Client CRM

Track active, past, onboarding, paused, and recurring clients in one gentle CRM-style dashboard.

Includes space for:

• Client status
• Client health
• Next touchpoint
• Renewal likelihood
• Scope status
• Main goal
• Recent win
• Notes
• Client dashboard access

Perfect for coaches and consultants who need to remember the relationship around the work — not just the next appointment.

Lead Pipeline

Keep warm leads, discovery calls, proposals, and follow-ups visible.

Track:

• New inquiries
• Discovery calls
• Proposal status
• Follow-up dates
• Interested offer
• Budget
• Lead source
• Pain points
• Desired outcomes

You can also convert leads into clients when they are ready.

Offers Dashboard

Keep your coaching packages, consulting offers, intensives, retainers, audits, VIP days, and workshops organized.

Track:

• Offer price
• Offer type
• Capacity required
• Delivery burden
• Profit feel
• Best-fit client
• What is included
• What is not included
• Sales talking points
• Common objections
• Upgrade path
• Renewal path

This makes your offers easier to sell, easier to explain, and easier to evaluate.

Sessions Workspace

Prep, track, and follow up after client sessions without relying on memory.

Includes fields for:

• Session agenda
• Prep notes
• Previous session review
• Client goal
• Open loops
• Breakthroughs
• Blockers
• Decisions made
• Client homework
• Your follow-up tasks
• Promised resources
• Recap sent status
• Next session date

Built for the before, during, and after of client work.

Message Template Library

Includes prewritten, editable templates for the moments coaches and consultants repeat over and over.

Templates include:

• New inquiry reply
• Discovery call reminder
• Post-discovery recap
• Proposal follow-up
• Deposit reminder
• New client welcome
• Onboarding questionnaire request
• Session reminder
• Post-session recap
• Homework nudge
• Scope clarification
• Boundary reset
• Waiting on client
• Renewal check-in
• Testimonial request
• Past client reactivation
• Referral request

Use templates with client or lead details, copy them, or open them in your native email app.

Money Dashboard

Track the numbers that matter without turning your business into an accounting spreadsheet.

Includes:

• Total revenue logged
• Paid revenue
• Outstanding revenue
• Expenses
• Net income
• Collection rate
• Revenue by offer
• Income records
• Expense records

This is not a replacement for bookkeeping or tax software, but it gives you a simple, visual way to stay aware of what is paid, pending, and profitable.

Testimonials + Proof Tracker

Turn client wins into proof you can actually use.

Track:

• Client wins
• Testimonials
• Permission status
• Testimonial requests
• Results achieved
• Offers connected to proof
• Content opportunities

Use your wins for case studies, social posts, sales pages, emails, and future offer promotion.

Content + Visibility Prompts

LiteFolio includes rotating visibility prompts designed specifically for coaches and consultants.

Use them to create:

• Client win posts
• Lesson-from-a-session posts
• Framework posts
• Objection handlers
• Myth-busting content
• Soft offer posts
• Testimonial posts
• Case study ideas
• Past client reactivation ideas

These are not generic “post more” prompts. They are gentle business-development nudges designed to help you stay visible without burning out.

Library + Checklists

Keep your internal playbook, SOPs, low-energy workflows, and scope-protection tools in one place.

Includes checklists for:

• New lead intake
• Discovery call prep
• Proposal follow-up
• New client onboarding
• Session prep
• Post-session wrap-up
• Deliverable review
• Scope creep check
• Monthly money review
• Renewal prep
• Testimonial request
• Past client reactivation
• Low-energy admin day

Designed for ADHD Entrepreneurs

LiteFolio Coaching / Consultant Pro was created for people who need structure without suffocation.

It is especially helpful if you struggle with:

• Remembering follow-ups
• Tracking client details
• Keeping offers visible
• Managing multiple client relationships
• Losing track of unpaid invoices
• Forgetting testimonials and wins
• Overdelivering beyond scope
• Turning client work into content
• Knowing what to do on low-energy days

This is a business system that supports your brain instead of fighting it.

Who This Is For

This product is ideal for:

• Coaches
• Consultants
• Business strategists
• Creative consultants
• Service providers
• Freelance experts
• Mentors
• Advisors
• Online business owners
• ADHD entrepreneurs
• Neurodivergent solopreneurs
• Small client-based businesses

How It Works

LiteFolio Coaching / Consultant Pro is a standalone digital mini app delivered as an HTML file.

You open it in your browser and use it as your private business workspace.

Your information is saved locally in your browser/device storage. You can export your data as a backup file and re-import it when needed.

No monthly subscription is required.

Important Notes

This is a digital product. No physical item will be shipped.

LiteFolio Coaching / Consultant Pro is an organizational tool only. It is not legal, financial, tax, accounting, medical, mental health, therapeutic, licensing, or insurance advice. Coaches and consultants are responsible for following their own professional standards, client agreements, confidentiality practices, and local regulations.

Because this is a digital product, all sales are final. Please review the product details carefully before purchase.