Fuel The Flow

How to Organize Your Coaching Business with Notion ft. Diana Lunzer

Valerie Feghali Season 1 Episode 15

Do you feel like your coaching business is held together by sticky notes, random Google Docs, and sheer willpower? 

As health and wellness coaches, we are trained to heal the body, not necessarily to run a complex operation. But "winging it" on the backend is exactly what leads to burnout and prevents you from scaling to that next level of income and impact.

In this episode, Valerie sits down with Diana Lunzer, a Productivity Strategist and Certified Notion Consultant. They dive deep into the transition from being a reactive, scattered solopreneur to a proactive, organized CEO. Diana breaks down exactly how to use tools like Notion and Zapier to automate the "boring" administrative tasks—like client onboarding and lead management—so you can get back to doing what you love: coaching.

In this episode, we cover:

  • The "Admin Overwhelm" Cure: Why you need a digital "Operating System" instead of scattered folders.
  • Automating Onboarding: How to use Zapier to automatically add new leads to your CRM without lifting a finger.
  • The "3 Goals" Rule: A simple framework for setting Quarterly Goals that actually stick.
  • Solopreneur to CEO: How to shift your identity and stop acting like an employee in your own business.
  • Notion AI Agents: The new technology that acts like a hired assistant for a fraction of the cost.

Resources Mentioned:

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Connect with Diana Lunzer: 

Diana turns founders into productive powerhouses so they can create their 7-figure empire. She specializes in identifying where your business is leaking time and money, then uses tools like Notion to help you scale with peace and profit.

Connect with Valerie:

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Disclaimer: 

The Fuel The Flow Podcast is for educational purposes only and is based on the lived experiences of Valerie and her guests. Please consult with a professional for your specific needs.