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

If you feel like your coaching business is held together by sticky notes, random Google Docs, and sheer willpower, this episode is your wake-up call.
As health and wellness coaches, we are trained to heal the body, not necessarily to run a business.
But "winging it" on the backend is exactly what leads to burnout and prevents you from scaling.

In this episode, I sit down with Diana Lunzer, a Productivity Strategist and Certified Notion Consultant.
We dive deep into how to move from 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" stuff, like client onboarding and lead management—so you can get back to doing what you love: coaching.

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⭐ MEET OUR GUEST
‪@dianalunzer‬ is a Productivity & Systems Expert, and a Certified Notion Consultant.
Diana turns founders into productive powerhouses so they can create their 7-figure empire.
She is a 2x founder on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies.
Diana uncovers your productivity gaps and system inefficiencies, then uses tools like‪@Notion‬ ‪@Zapier‬ and ‪@manychat‬ to help your business scale with more organization, peace, and profit.

Find more from Diana Lunzer here:
Website: https://dianalunzer.com/
Instagram:   / dianalunzer  
YouTube:    / @dianalunzer  

✨ WHAT YOU'LL DISCOVER IN THIS VIDEO:
• The "Admin Overwhelm" Cure: Why you need an "Operating System" (like Notion) instead of scattered folders.
• Automating Onboarding: How to use Zapier to automatically add new leads to your CRM (no manual entry required).
• The "3 Goals" Rule: A simple framework for setting Quarterly Goals that actually stick.
• Solopreneur to CEO: How to stop acting like an employee in your own business.
• Notion AI Agents: The new tech that acts like a hired assistant for a fraction of the cost.

⭐ MEMORABLE QUOTE:
"Automations are where business owners are going to take huge leaps with ease... we don't want to be working all day long."

📺 WATCH NEXT:
• Full Episodes:    • Fuel The Flow Podcsat  
• Short Clips for Quick Tips:    • Fuel The Flow Short Clips  
• Quick Fix Shorts:    • Fuel The Flow Shorts  

⏳ CHAPTERS:
00:00 Intro: The "Admin Overwhelm" Trap
01:41 Networking Tips for Solo Founders
02:40 Diana Lunzer: From Corporate Marketing to Systems Expert
06:04 Why Systems Save You Time & Money
09:35 Top Areas to Systematize in a Coaching Business
11:56 What is Notion? (And Why Health Coaches Need It)
16:35 How to Automate Client Onboarding (Notion + Zapier)
17:34 Scale Your Coaching Business (Wellness Vault)
18:03 The "3 Goals" Rule: Quarterly Planning for CEOs
21:20 How to Track Progress & Stay Accountable
22:20 Using Notion for Goal Tracking
24:47 The "Delegate or Delete" Framework
28:48 Rapid Fire: Diana's Favorite Tools 32:06 Conclusion

#FuelTheFlow #NotionForCoaches #HealthCoachBusiness #BusinessSystems #ProductivityTips #WellnessVault

⭐ ABOUT VALERIE
Valerie Feghali is a physical therapist turned software CEO, business coach, and founder of Wellness Vault. She knows the struggle of burnout firsthand, remembering the nights spent working until 2 a.m., exhausted by client work and frustrated that her dream career was turning into a nightmare. That experience became her mission: to empower fellow health and wellness coaches to escape the same exhausting cycle. Through the Fuel The Flow podcast and her done-for-you resources, she gives coaches the strategies and tools they need to scale their income and impact, without sacrificing their lives to do it.

⭐ CONNECT WITH VALERIE
Instagram:   / v.feghali  
The Wellness Vault: https://wellnessvault.com/

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.