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I will build a coaching business CRM and client tracker in airtable
Automation and Dashboard Expert Airtable, Excel, Sheets
WELCOME!
I help businesses replace manual data work with automated systems that run themselves. I build custom CRMs, KPI dashboards, and no code operational systems in Airtable, Excel, and Google She...
Über diesen Service
Running a coaching business shouldn't mean juggling five different tools.
I build a clean, all-in-one Airtable system for coaches tracking clients, session notes, packages/payments, and progress so you always know where every client stands without digging through email threads or sticky notes.
What's included:
- Client database with contact info, goals, and notes
- Session tracker (dates, topics covered, follow-ups)
- Package/payment tracker (sessions remaining, renewal dates)
- Simple dashboard view of active vs. inactive clients
Works for life coaches, business coaches, health/wellness coaches, or consultants. No complicated setup, built to be usable from day one.
MESSAGE ME TO DISCUSS YOUR PROJECT
Datenbanktyp:
Nicht-relationale Datenbank
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Relationale Datenbank
Plattform:
airtable
•
ms access
•
Notion
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Softr
Expertise:
Datenstruktur
•
Design
•
erd
•
Normalisierung
FAQ
{1} Do I need any Airtable experience to use this?
No, the system is built to be beginner friendly from day one. I include a short walkthrough video with delivery so you know exactly how to use it.
{2} Can this work for group coaching, not just 1 on 1 clients?
Yes, message me your setup and I'll tailor the client/session structure to match how you actually work.
{3} Can you connect this to my calendar or payment tool?
Yes, as an add on, I can set up automation to sync with Calendly, Stripe, or similar tools for reminders and renewals.
{4} What if I already have client data in a spreadsheet or another CRM?
No problem, Standard and Premium packages include importing your existing data into the new system.
{5} Can multiple coaches on my team use this?
Yes, on Premium, I set up permissions so each coach sees only their own clients, plus an admin view for the business owner.
