Client Ops Tracker
Clients, sessions, and invoices in three linked tables โ import straight into Airtable or Sheets.
A drop-in system for a solo or small coaching practice: client roster, session log, and invoice tracker, pre-filled with realistic sample rows.
Preview
Open full preview โPreview unavailable.
What's included
- Clients.csv
- Sessions.csv
- Invoices.csv
- README.md with field reference
License & pricing
Personal License
$29
For your own use on a single project. No resale or redistribution.
Commercial License
$79
Use across client work or resell the output. No reselling the source files/template itself.
Code / Templates โ publishing standard
- Required deliverables: Drop-in code/system, README, Run proof
- README required
- Proof-it-runs evidence required
- Personal vs. commercial license tiers offered
Automations, Notion/Airtable/sheet systems, boilerplates, extensions. Personal vs commercial license tiers.
More from Coaches & Consultants

The 5-Client Month
A week-by-week plan to book 5 new clients from your warm network โ no ad spend.
Session Notes Summarizer
Raw session notes in, structured summary with action items out โ one command.
Which Offer Do I Sell Next?
Answers one stuck decision: which of your 2-3 offer ideas to build first.