Your Airtable setup might be slowing you down—but there’s a better way! 🚀 In this video, I’ll show you how to build a One-Click Client Profile using Airtable Interfaces, so you and your team can access everything in one place—without endless clicking.
If you’ve been managing clients in Airtable for years, it’s time to upgrade your workflow! Watch as I walk you through the exact steps to streamline your client tracking and make your data actually work for you.
*CHAPTERS*
00:00 Introduction to Streamlining Airtable
00:40 Understanding Airtable Interfaces
01:19 Evolution of Airtable Interfaces
03:50 Creating a One-Click Client Profile
08:42 Building Client Profiles from Scratch
13:25 Advanced Customization Tips
18:36 Support Tickets and Feedback Reviews
24:47 Tracking Group Calls
33:48 Final Thoughts and Next Steps
*ABOUT ASHLEY ROSE*
Ashley Rose is an Airtable and automation expert, specializing in helping online coaches with their group programs and 1:1 offers. With a focus on creating and managing client enrollments, offboarding, and client result tracking systems, she provides guidance and support to coaches looking to streamline their client management processes and improve their business operations. You can expect videos covering topics like Airtable tips, productivity hacks, and client success strategies, all tailored to help coaches build efficient and organized systems. Whether you're a coach launching a new program or seeking to enhance your client experience, Ashley offers actionable advice and strategies to achieve seamless operations and impactful results.
⚡️FREE MASTERCLASS: Why You Need Airtable To Keep Track Of Your Coaching Clients & Scale Your Business (Whether You Have 1 or 1,000 Clients!) https://systemsoverstress.co/airtable-masterclass?utm_source=youtube&utm_medium=social&utm_campaign=airtable_interface_video_feb13_25&utm_content=video_description
🔥GRAB MY CLIENT HUB TEMPLATE: http://systemsoverstress.co/client-hub?utm_source=youtube&utm_medium=social&utm_campaign=airtable_interface_video_feb13_25&utm_content=video_description
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💻 TECH I USE & LOVE (AFFILIATE LINKS)
✨ Airtable: https://bit.ly/3WJKMBD
✨ FillOut (Airtable-Friendly Form Builder): https://bit.ly/3yJcYMU
✨ Softr (Turn Airtable Data into Beautiful Websites & Dashboards) : https://bit.ly/4fE1efp
✨ ThriveCart (Airtable & Automation-Friendly Checkout Platform): https://bit.ly/3yNdzx4
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