With our Client Hub, everything about your clients is organized in one spot & nothing slips through the cracks.
PLUG-AND-PLAY AIRTABLE TEMPLATE FOR COACHES
You can trust your clients will have a SEAMLESS experience from onboarding, delivery to offboarding. Your clients will be taken care of, get your clients the BEST results possible, and you'll grow your business with confidence.
You can barely manage your CURRENT client load and the thought of adding any more totally freaks you out. You're keeping track of your client progress in your head & you’re worried that if you grow, people are going to slip through the cracks.
You’re afraid that if you scale, your clients won’t get as good of results. You don't have a solid results tracking process & you're nervous you’ll be one of “those” coaches who charge high-ticket but don’t deliver on what they promise.
You know you’ve got what it takes to be the go-to coach in your niche.
but:
You know your systems aren’t scalable & you’re stuck in tech overwhelm. You want to be working on marketing & sales & client delivery, but you keep going down tech rabbit holes on Threads & second guessing your systems. You spend WEEKS debating which tech to use, sign up for all the free trials … and still not sure you made the right decision.
Your clients expect a high-touch experience & want you to prove you get the results you promise.
Keeping track of your clients in random Notes Apps, scattered spreadsheets and waiting for your clients to Slack you their wins isn't going to cut it anymore.
the coaching industry isn't dying. bad offers are.
There is no better option for organizing your clients than this Airtable Client Hub.
stop asking randos on threads. I'm telling you now:
Not Notion, spreadsheets, ClickUp, or any shiny new distraction. NOTHING works better for managing your clients than Airtable. You will always hit a ceiling inside of another platform. Airtable will grow with you.
Trust me: You're going to become OBSESSED with Airtable and all the ways you can use it to manage your coaching clients, streamline your content & improve your offers.
and yes, you can get started on the free plan!
You need my Airtable Client Hub whether you have 1 or 1,000 clients.
This works for coaches & service providers with 1:1 offers, retainers, group programs, masterminds, memberships, online courses, VIP days or DFY services.
built to set up each section in A SINGLE sitting
Easily customizable
SIMPLE BUT ROBUST
grows with youR offers
PLUG-AND-PLAY
With Our Airtable Client Hub, You'll Set Up:
Automated onboarding THAT ENSURES EVERY CLIENT HAS A SEAMLESS EXPERIENCE
You’ll feel confident every new client that joins your 1:1 or group offers is taken care of. You'll have a seamless onboarding gives them access to everything you promised & makes them feel like they are in good hands and that they just made the best investment in their business yet.
one-Click client profiles That make you the best coach you can be
No more sifting through random Notes Apps or scrambling to remember what you said on your last coaching call. You will have ONE central place where everything about your clients lives. You will be able to pop open your client's profile and see EVERYTHING about their call attendance, past notes, results & more. This makes your clients feel like you know EXACTLY what is going on with them, even if you have hundreds of clients and co-coaches.
Automated Client results tracking That help prove your coaching works
If you have a coaching offer, you MUST be tracking your client results. Our client results tracking system is the industry standard & works whether you have an 'easy to measure' offer promise like money or something more 'intangible' like confidence. Everything is trackable. You'll create a results tracking form your clients love to fill out and gives you the DATA that your offer gets results.
Automated offboarding & re-signs that make you money
Stop leaving money on the table because you aren’t asking your students to re-sign! With our systems, your students will automatically be reminded of your re-sign opportunities. Your team doesn’t have to keep track of who’s up for re-sign, your systems do it for you.
No more awkward goodbyes and angry "Why did I lose course access?!" emails!
Depending On What Your Offer Includes, You Can Set Up These Optional Features:
Automated Application Workflow
Capture new leads and review their applications in one click. You'll set up automated emails to auto-reject or accept clients based on their application answers and create a review process that makes sure reviewing applicants takes just a couple minutes out of your day.
Automated 1:1 call follow up notes
Never forget to send a 1:1 call follow up email again. You'll be able to see all of the calls & call notes you've ever had with your client in one spot and add their call replays with ease. You'll be able to send customized follow up emails to your leads and clients RIGHT from Airtable without ever opening up Gmail again. If you've ever felt ashamed about forgetting to send call notes, this simple system will CHANGE the game for you.
SEARCHABLE & SCALABLE Group call goldmine
You spend HOURS on coaching calls ... and those replays are just gathering dust in your course portal. Not anymore! We'll show you how to use your Client Hub collect questions before your calls, create coaching call agendas, take attendance, & create a super simple but robust searchable call database so you can make the most of your group calls.
Automated Support Tickets & Feedback reviews
Get your clients BETTER results FASTER with our asynchronous support ticket & feedback review system. This feature is a GAME CHANGER for coaches who have clients in different time zones that can't make live calls, or simply want to get their clients more support in between calls. You can set this up for any type of reviews you do. (Resume reviews, email audits, tech support, etc.) Totally customizable to you & your offer!
YES ... AIRTABLE CAN DO ALL OF THIS (AND MORE)!
AUTOMATED ONBOARDING
CLIENT RESULTS TRACKING
ONE-CLICK CLIENT PROFILES
OFFBOARDING & RE-SIGNS
APPLICATIONS
1:1 CALLS
GROUP CALLS
SUPPORT TICKETING SYSTEM
WHO IS THIS AIRTABLE-OBSESSED GIRL All over this sales page?
Hi, I'm Ashley, your friendly Airtable expert with ADHD & depression.
When I was first starting to build my business, systems & automations weren’t optional for me. They were required for my success.
As a neurodivergent business owner, even the most "normal" business tasks were daunting.
I would forget to send follow up emails after sales calls. I couldn't remember which of my clients were up for re-sign. I would wake up in the middle of the night wondering if my clients had everything they needed from me.
Every day I would wake up feeling like a bad business owner because things kept falling through the cracks. I knew I needed to stop shaming myself & create centralized systems that worked with my brain.
Neurodivergent or not, there's no way I could manually keep track of all of my clients as my business and client roster started to grow.
I could organize & automate all of the parts of my business that felt hard. I didn’t realize it at the time, but the systems I was creating to just help me get by in the beginning were the foundations I needed to truly help me scale.
When I discovered Airtable, my life changed.
I’ve been an Airtable expert for 5 years & I have helped hundreds of clients move into Airtable and create automated systems to run their coaching businesses.
I am not affiliated with Airtable - just a BIG fan of systems that WORK for me and my clients. I can say with confidence: NOTHING is more transformational for your business than Airtable.
Friends don't let friends run their businesses without Airtable, and if you're reading this, we're friends!
Airtable is the only reason I've been able to scale my business on part-time hours, without sacrificing client experience or burning out. I want to help you do the same.
There will be features inside of this template you haven't even considered yet & will streamline your client management for the better.
If you've used & loved Airtable for years, you are going to NERD OUT at the the updates we've made to this template.
“I’ve tried to use Airtable in the past & got overwhelmed. How will this be different?”
Most free advice & templates out there don’t look at Airtable through the lens of a scalable coaching offer. Airtable is like LEGOs. You can build anything with it, but you gotta know what you're doing for it to look right. It's not a plug-and-play solution, which is why you've probably got confused and overwhelmed in the past.
Even if you've learned from me in the past ... this template is easier to implement than ever. All of your Airtable Automations & fancy client profile Interfaces are ALREADY loaded into the Airtable template. You don't have to build anything from scratch!
"I already use Airtable to manage my clients. Do i need this template?"
I know what you're thinking...
“My program has grown to 300 members in just nine months.”
"My program has grown to 300 members in just nine months. Having my group program all managed in Airtable keeps me from having to bounce around and keeps me super-efficient. My Airtable Client Management Hub tracks customer experience and makes sure no student slips through the cracks. I can't even imagine where my life would be without Ashley's Airtable expertise and support."
JAmiE
Co-Founder
Workflows for Tax Pros
"My new systems helps my clients see & celebrate their resulys which has increased engagement."
"I am a dating coach, and I don't believe that tracking things like 'number of dates' actually gets my clients results. I felt like my client results were too ambiguous to really measure, but Ashley helped me come up with a unique client results tracking system that feels completely aligned with my coaching philosophies without forcing my clients into boxes I don't believe in. Ashley's systems have helped me improve my curriculum & help get my clients even more results."
Lily
FOUNDER
THE BRAZEN BREAKTHROUGH
“Ashley’s systemS have LITERALLY changed the industry and arE the new standard.”
"Ashley’s systems literally have changed the industry and are now the new standard. It is so easy to help our clients get results when we have so much data, tracking & information on their progress. We're able to track their problems, their wins, what they're stuck on and what they need to do to move forward. Every single coach needs to have a Client Management Hub in Airtable."
DIELLE
BUSINESS COACH
Dielle charon
“This is going to become the industry standard. don't get left behind!”
"Whatever you think you know about Airtable, Ashley knows more. We create automated marketing systems so I’m no stranger to technology and automation but I’ve never seen anyone do what Ashley does. We are intimately familiar with SOS having set up for ourselves and our clients. I can tell instantly when I join a program if they are using Ashley's systems. This is going to become the industry standard. Don’t get left behind!"
kronda
Founder
Karvel Digital Services
“My client hub is an insights goldmine.”
"I just love that I can see everything in one place. My Client Management Hub is an easy place to see people's individual wins and progress, which I really care about. Seeing wins is SO fun. Even though I wasn't unorganized or a mess before, now I can go into any of my clients' records and see their whole profile snapshot. Not only do I know what questions each person has asked, I also see exactly how much money they saved and when. It's an insights goldmine."
gina
money coach
for entrepreneurs
"Even if you consider yourself well-versed in Airtable, Ashley & her systems brain will blow you away."
"I'm quite the tech junkie and already had a full-on-love relationship with Airtable & used it extensively in my biz, but I was so intrigued by Ashley's approach and what she promised, I joined anyway. It was relatively easy for me to implement but it cracked open the data & numbers in my biz in a way I couldn't have even imagined. I learned a ton! Literally everything in my biz is now a data-driven decision that requires 0% number crunching. My Airtable hubs are hands down one of the most valuable assets in my biz now. Even if you consider yourself well-versed in Airtable, Ashley & her systems brain will blow you away."
dama
Thrivecart Expert
"As someone with no prior Airtable knowledge, I was able to set up everything with ease."
"I bought Ashley's Airtable systems before my program even launched. I knew I wanted to set my systems up the right way the first time and Ashley's systems are the standard for coaching client management. As someone with no prior Airtable knowledge, I was able to set up everything with ease. Because my onboarding & offboarding is automated and easy, I've been able to focus on adding features into my program, like my automated brand feedback forms, that help my clients get high-touch support from me without it taking up a lot of bandwidth. My clients have raved about how easy it was for them to get into the program and get started. They were able to get results just within the first few days. I couldn’t have done it without Ashley’s program and am so glad my group program matches that standard of delivery."
jasmine
FOUNDER
HIGHFLIER POWERHOUSe
