1 Can I share this template with my own clients or sell it to my students? 2 Can I have a team member go through this on my behalf? 3 What version of Airtable do I need? 4 If I already use Airtable, do I need to start from scratch? 5 How many offers can this one management system track? 6 Can I use this system with different software than what you recommend? 7 At what stage of business does it make sense to implement this system? 8 Once I'm ready to go live, how do I turn on the automations?

1 Software You'll Need 2 How to duplicate the Airtable Coaching Client Management System 3 How to create a product checkout page with ThriveCart 4 How to create a new product in MemberVault 5 How to create a client management project in Asana 6 How to create a contract template in HelloSign 7 How to import an ActiveCampaign automation from a share link 8 How to add a shared Zapier automation to your account 9 How to set up Google My Business Profile 10 How to set up and turn on Airtable base automations 11 How to set up Airtable Automation: [CCM] - New Application Received: Set Status to To Review 12 How to set up Airtable automation: [CCM] - Auto Link Primary Student Record & Call Log 13 How to set up Airtable automation: [CCM] - Automatically Add End Date to Editable End Date 14 How to set up Airtable automation: [CCM] - Applications: Add to Scorecard 15 How to set up Airtable automation: [CCM] - Student Enrollment: Add to Scorecard

1 Overview: Application Table & Reviewing Applications 2 Create ActiveCampaign Automation: Application Accepted 3 Setup Zapier: Applicants Who Are Qualified 4 Create ActiveCampaign Automation: Application Rejected 5 Setup Zapier: Applicants Who Are NOT Qualified 6 Support: How to use Airtable Forms

1 Overview: Sales Call Log 2 Create Sales Call + Follow Up Call AcuityScheduling appointment types 3 Overview: Scorecard 4 Setup Zapier: When Sales Call is Booked, Add to AirTable Call Log 5 Setup Zapier: When Follow Up Sales Call is Booked, Add to AirTable Call Log

1 Overview: New Client Intake Form

1 Overview: Students Table 2 Create client management project task templates in Asana 3 Setup Zapier: New Client Onboarding Workflow 4 Create ActiveCampaign Automation: New Client Onboarding Email

1 Overview: Coaching Call Submission Form

1 Overview: Attendance

1 Overview: Gift Log

1 How To Capture Testimonials with Web Clipper

1 Overview: Feedback Form

1 Overview: Exit Interview

1 Overview: Program Request Log

1 Overview: Curriculum

1 Overview: Quick Links