My EXACT Setup For Organizing My Coaching Clients & Group Program Students in Airtable

Are you ready to streamline your coaching business and enhance your group programs and 1:1 offers? In this video, I’ll walk you through my exact Airtable setup for managing coaching clients and group program students. Discover how to organize your workflows, track progress, and maintain effective communication with your clients-all in one powerful platform.
🗂️ What You’ll Learn:
Step-by-step instructions on setting up your Airtable base for coaching.
Tips for categorizing clients and managing group sessions efficiently.
How to use Airtable’s powerful features like views, filters, and automations to save time.
Best practices for tracking client progress and engagement.
Real-life examples and templates you can customize for your own needs.
This comprehensive guide is perfect for coaches, educators, and anyone running group programs, masterminds, memberships & 1:1 offers who wants to maximize their productivity and client satisfaction. Whether you're a beginner or looking to optimize your existing setup, this video has something for everyone.
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[@saramiller6241]

I’m struggling to understand why each offer needs its own base. I thought it’d be better if they’re centralized in one base so you don’t need to rely on sync tables but I’m sure I’m missing something

[@systemsoverstress]

Great question, Sara! We recommend one offer per Base because often times each offer has it's own support features, coaching call calendars, onboarding form questions, results tracking forms, etc. So it keeps it much more organized to separate the delivery management of each offer into its own base. We do have a Sales Hub that ALL sales go into that serves as the one Base that has all of our clients, but for the Client Hubs that manage all of the moving pieces of the individual offers, we keep that separate! That make sense?