Trading Education Agency Business OS

Product Details:
This template, Notion Business Planner for Trading Education Agencies is designed for multiple users, supporting business, marketing, finance, CRM, education, and trading needs. Configured for seamless multi-user functionality, it offers a versatile platform to enhance team collaboration and individual productivity.

❤ Teamspaces
➊ Business
➋ Marketing
➌ Finance
➍ CRM
➎ Education
➏ Trading
Bonus: Extra Planner template for users to duplicate and customize.

What's Inside?
➊ Business Pages:

Who we are: Define mission, vision, and values for direction and transparency.
People Directory: Create teams, document roles, and manage employee details.
OKRs: Set and track annual and quarterly objectives.
Meetings & Notes: Schedule meetings, track attendance, and streamline workflows.
Projects: Track project status, tasks, and related documents.
Internal FAQs: Quickly get answers using Notion's Q&A feature.
Inspiration: Share work-related inspirations with colleagues.

➋ Marketing Pages:
Target Audience: Define and display target audience for focused marketing.
Client Journey: Outline client journey steps to enhance customer experience.
Marketing Strategies: Define, tag, and track marketing strategies.
Media Kit: Store and track brand assets and tools.

➌ Finance:
Fiscal Affairs: Track income, expenses, and recurring financial activities.

➍ CRM:
Clients: Store customer details and view them in a gallery.
Contracts: Assign and track contract terms and statuses.
Invoices: Monitor payment schedules and track overdue and upcoming payments.

➎ Education:
Programs: Manage programs, define objectives, and set prices.
Modules: Break programs into parts and assign educators.
Materials: Attach and tag educational materials.
Sessions: Manage one-on-one or group sessions easily.

➏ Trading:
Finally, we come to the part that sets this template apart: an advanced, specialized trading journal area where trainers can monitor their students' individual trades, trading routines, and analytics.

Invite your clients as guests, so you won't have to pay extra for Notion. If you have a paid membership, you can invite up to 250 guests. Allow your invited students to enter the details of their trade positions, add charts, write notes, manage risk and psychology, and fill out daily review journals in this area. As their mentors/coaches/teachers, you can easily monitor their performance on customized dashboards without any confusion.

Trading Journal: A detailed trading logs tracking area for students to paste charts, keep notes, record profits/losses, and track their accounts. Students can share positions with group members, try trades together, comment on each other's trades, and learn collaboratively. Coaches can pin exemplary trades. The calendar view shows all transactions monthly. Advanced formulas, automations, database relations, filters, and buttons facilitate seamless trading and mentoring

Analytics: Track metrics like number of trades, winners, win rate, total/average/max profits & losses, and SQN, allowing comfortable trading in the same area.

Setups: Database tables for traders to enter setup details and get separate statistical results.

Q&A: An area for students to ask questions and receive answers. Set up an FAQ and use Notion's Q&A feature for quick answers from your entire workspace.

Announcements: Easily make announcements and tag them by person, group, and type.

Gameplan: An interactive area for students to develop higher time frame strategies, with the ability to tag strategies by type.

Daily Routine: Students can set trading routines or follow prescribed ones, and see daily/monthly routine performance. The Review area allows writing about daily challenges, achievements, lessons, gratitude, and tomorrow's plans.

Trainers can easily monitor and manage group or individual activities from a dedicated area.

Written and video instructions explain all processes and provide helpful tips throughout the template.

As a bonus, a personal planner is included for trainers to duplicate for their own use.