Free Database templates for all your workflows
Search and explore from our gallery of no-code database templates. Use any template to start with and add it to your workspace.
Search and explore from our gallery of no-code database templates. Use any template to start with and add it to your workspace.
Running a coaching business means balancing multiple roles—from organizing client sessions to tracking goals and managing communications. The Coaching CRM Template is designed specifically for coaches, trainers, and consultants to centralize their operations. Whether you’re offering business coaching, personal development, fitness, or career advice, this customizable CRM helps manage your day-to-day tasks efficiently.
With integrated tables to track clients, coaching sessions, goals, progress, and feedback, this template ensures nothing falls through the cracks. From onboarding new clients to assessing outcomes, this tool gives you a bird’s-eye view of your entire coaching pipeline.
This table acts as your client directory and helps you store all essential information.
Key Fields:
Track each session’s details, client association, and progress update.
Key Fields:
Set and track specific goals for each client with measurable progress indicators.
Key Fields:
Maintain a directory of your coaching staff or collaborators.
Key Fields:
Collect session-wise or overall feedback from clients to improve your services.
Key Fields:
Would you like help setting up formulas, views, or dashboard integration next?