GRAB THE TEMPLATE
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.
PLUG-AND-PLAY AIRTABLE TEMPLATE
PLUG-AND-PLAY AIRTABLE TEMPLATE FOR COACHES
PLUG-AND-PLAY CLIENT HUB AIRTABLE TEMPLATE
With our Client Hub, EVERYTHING about your clients IS organized in one spot & nothing slips through the cracks.
You know you’ve got what it takes to be the go-to coach in your NIche.
But:
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 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.
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.
Your clients expect a high-touch experience & want you to prove you get the results you promise.
the coaching industry isn't dying. bad coaching offers are.
Not Notion, spreadsheets, ClickUp, Kajabi, Kartra or any shiny new distraction. NOTHING works better for keeping track of your clients than Airtable.
THERE IS NO Better option for organizing your clients than Airtable.
stop asking randos on threads.
I'm telling you now:
I have spent YEARS perfecting our Client Hub template and trust me: You're going to become OBSESSED with Airtable and all the ways you can use it to manage your coaching clients & improve your offers.
(And yes, you can get started on the free plan!)
You need our client hub whether you have 1 or 1,000 COACHING clients.
THIS template works for MANAGING YOUR Clients whether you have 1:1 offers, Group programs, masterminds, memberships and/or online courses.
✅ PLUG-AND-PLAY
✅ SIMPLE BUT ROBUST
✅ grows with your coaching offers
✅ Easily customizable
✅ built to set up each section in A SINGLE sitting
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.
With Our Airtable Client Hub, You'll Set Up:
Automated Client results tracking That help prove your coaching works
Automated onboarding THAT ENSURES EVERY CLIENT HAS A SEAMLESS EXPERIENCE
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.
one-Click client profiles That make you the best coach you can be
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!
Automated Support Tickets & Feedback reviews
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.
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!
Automated offboarding
& re-signs that make you money
Automated Application Workflow
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.
SEARCHABLE & SCALABLE Group call goldmine
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.
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.
Automated 1:1 call follow up notes
⚡️
👥
📈
👋
📝
👋
💻
☎️
👀
Depending On What Your Offer Includes, You Can Set Up These Optional Features:
YES ... AIRTABLE CAN DO ALL OF THIS (AND MORE)!
Your clients FEEL the difference when you use our Airtable Client Hub. They feel seen, taken care of, and are BLOWN AWAY by the advanced coaching support features & tracking systems inside your offer.
our client hub is the new industry standard.
Want to see inside of The Template for yourself?
watch this 8-minute walkthrough of THE TEMPLATE, OUr course portal & our support ticketing membership add-on!
Ready? grab THE template today!
While the template & trainings are robust, there are SO many things you can do to customize the Client Hub for you & your unique business. With our Support Pass, you will have me & my team in your back pocket as you set up your Client Hub.
We HIGHLY recommend getting our 3 Months Support Pass. Beginners can ask us the basics, and experts can ask us how to customize it to take it to the next level!
✅ Async Support Ticketing System where you can ask UNLIMITED questions as you set up your Client Hub. You'll get custom responses within 2 biz days into your private, custom support database.
✅ 2x/month Group Coworking & Airtable Ask Me Anything Calls to help you implement & customize your template.
✅ Discounts on our 1:1 setup calls where our team can set up your Hub for you LIVE on the call.
✅ Airtable Client Hub Template With Plug-And-Play Automations
✅ Video Trainings Walking You Through EACH Piece of the Setup
GRAB THE TEMPLATE + OUR 3-MONTH SUPPORT PASS
RECOMMENDED OPTION:
PLUS 3-MONTHS ACCESS TO:
INSTANT, LIFETIME ACCESS TO:
BUY NOW FOR $1295
Set up your Hub faster & customize with confidence when you get our Support Pass with your template!
WHAT YOU GET
Hi, I'm ashley, YOUR FRIENDLY airtable expert with adhd & depression.
WHO IS THIS AIRTABLE-OBSESSED GIRL All over this sales page?
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.
When I discovered Airtable, my life changed. 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.
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’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.
“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!
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 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. 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
“My program has grown to 300 members in just nine months.”
Co-Founder
Workflows for Tax Pros
"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
“MY NEW SYSTEMS HELPS MY CLIENTS SEE & CELEBRATE THEIR RESULTS WHICH HAS INCREASED ENGAGEMENT.”
FOUNDER
THE BRAZEN BREAKTHROUGH
"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
“Ashley’s systemS have LITERALLY changed the industry and arE the new standard.”
BUSINESS COACH
Dielle charon
"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 Ashey;s systems. This is going to become the industry standard. Don’t get left behind!"
kronda
“This is going to become the industry standard. don't get left behind!”
Founder
Karvel Digital Services
"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
“My client HUB IS AN INSIGHTS GOLDMINE.”
money coach
for entrepreneurs
"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
"Even if you consider yourself well-versed in Airtable, Ashley & her systems brain will blow you away."
Thrivecart Expert
"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
"As someone with no prior Airtable knowledge, I was able to set up everything with ease."
FOUNDER
HIGHFLIER POWERHOUSE
FAQ
Our Client Hub works for any coach. We have had sales coaches, sex therapists, pickleball instructors, dating coaches, and more use the template. If you are a coach with 1:1, group offers or online courses, this is for you.
Yes, and we encourage it! You can share your log-in details with your team members to set up the template on your behalf. We highly recommend getting our Support Pass so your team member can ask us questions throughout the setup instead of bothering you. 😂
If your current software is Zapier compatible, we can use it with Airtable! If you have any questions before grabbing the template, you can ask us and we’ll let you know.
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