I will build a spreadsheet for online coaches, coach CRM spreadsheet client tracking

United Kingdom

I speak English, Spanish, German

Spreadsheet Automation Specialist

I specialize in building custom Excel and Google Sheets systems that help businesses and entrepreneurs stay organized, track finances, and make better decisions. With expertise in financial reporting,...
About this Gig

Online coaches and course creators often struggle with messy spreadsheets, lost client data, and unclear revenue tracking.


I will build a professional Google Sheets or Excel dashboard that works as your complete client tracking system, coach CRM spreadsheet, and revenue dashboard all in one place.

This is not just a basic sheet its a complete business tracking system designed specifically for coaches and digital educators.


With this system, you will be able to:

  • Track all your clients in one place
  • Monitor student progress easily
  • See revenue per offer clearly
  • Manage payments and refunds without confusion
  • Understand your growth and client retention


Everything will be clean, automated, and easy to use even if you're not tech-savvy.

Technology:

Excel

Google Sheets

Zapier

PowerShell

Expertise:

API integration

Clustering

Data acquisition