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AE Coaching CRM Template
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Events
Sessions & Calls
Reports
Today
Next 14 Days
Last 14 Days
Client Sessions
Client Sessions
6
Name
*Date
*Session Stage
*Contacts
*Message from Client
Coaching Notes
Client Rate
Client Session Duration
*Next Action
Client Address
Email
Client Status
Session #
Invoice
Payment Status
Actual Rate
Actual Duration
Session £
Month
Payment channel
Payment date
*Calendly Event UUID
*Notes GDoc ID
Name
*Date
*Session Stage
*Contacts
*Message from Client
Coaching Notes
Client Rate
Client Session Duration
*Next Action
Client Address
Email
Client Status
Session #
Invoice
Payment Status
Actual Rate
Actual Duration
Session £
Month
Payment channel
Payment date
*Calendly Event UUID
*Notes GDoc ID
1
July 21, 2023, 17:00:00-
July 21, 2023, 17:00:00
Scheduled
Send Invoice
1
Jul 2023
2
July 7, 2023, 17:00:00-
@
Mikee Mercado
July 7, 2023, 17:00:00
Rescheduled
Mikee Mercado
500
1.5
Send Invoice
mikee@antientropy.org
Active Client
500
Jul 2023
3
June 12, 2023, 14:18:23-
@
Test
June 12, 2023, 14:18:23
Test
500
1.5
Test Street 1001
test@test.com
Free Client
500
Jun 2023
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Note: Columns with asterisks (*) are required for the automations. Please do not delete them. Columns without asterisks may be edited or deleted according to your preference. You may also create new columns.
Calendar View of Client Sessions
Calendar View of Client Sessions
6
September 2024
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