Admin & Data Entry × Education & Coaching
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Admin & Data Entry for Education & Coaching

For course creators and coaching businesses, a Admin & Data Entry plugs into the enrollment, onboarding, and weekly community cadence — taking on crm updates and data entry so course owners and program directors stop carrying the work themselves. They work inside the same tools you already run on, including Salesforce and HubSpot alongside Kajabi, and inherit the SOPs your team has already documented.

Why a Admin & Data Entry fits Education & Coaching

Every Admin & Data Entry we place in education & coaching works against FERPA-adjacent student data care for K–12 / higher-ed adjacents. We solve the day-to-day pain course creators and coaching businesses feel most: launch weeks that drown the founder in support and ops. They onboard onto your education & coaching stack (typically Kajabi, Teachable, Thinkific) inside the first week, with your SOPs as the source of truth.

What ships in the first 30 days

In the first 30 days, your Admin & Data Entry for Education & Coaching ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the education & coaching-specific checklist so quality is measured, not assumed.

Tools we work in

SalesforceHubSpotAirtableGoogle SheetsNotionZapierKajabiTeachable

Sample responsibilities

Clean and de-duplicate CRM records — contacts, companies, and deals
Build prospect and account lists from LinkedIn, Apollo, or web research
Process documents: PDF data extraction, form submissions, and filing
Maintain shared spreadsheets and Airtable bases against your schema
Run repeatable workflows in Zapier, Make, or your tool of choice
Produce weekly reports on data quality and completion rates
FAQs

Admin & Data Entry × Education & Coaching — common questions