I’m thinking about using Airtable for my business. But I’m not sure if it will work. I was hoping someone in the community can tell me whether what I’m trying to do is possible.
I’m a life coach. I’ve accumulated a large library of information over the past few years. And I want to organize it. That way when I’m coaching people and I remember something I want to share, I can easily find it in Airtable. For example, let’s say there’s a meditation tip I’ve learned I’d like to be able to add the tip but also categorize it in some way to make it easy to find. And maybe even give it a star rating so when I pull up all meditation tips, by category (if that’s possible), I can see which ones are the most effective, based on the star rating.
The second thing I want to do is create a CRM to keep track of my clients. I know I can do that. But what I don’t know is whether it’s possible to create meeting notes. For example, if I meet with someone once a week, I need a place to put a note for that specific meeting and have it attached to that particular client. That way I can easily pull up a sequence of notes to see how the client has progressed. Is this possible? If so, what would that look like? Thanks.