Lesson Logging & Analytics

In this guide, you’ll learn how to create your own client index using Google Sheets and Google Forms. You’ll build a searchable client index and a simple lesson log so you can record sessions quickly on the go. This system will help you remember what you did with specific clients and identify VIPs.

Start by opening a new Google Sheet and naming it lesson log. Inside that file, create two tabs: one called lesson log and one called client index. Once those are ready, you’ll build a Google Form that automatically feeds lesson entries into the sheet.

When you set up the Google Form, enter your fields in this order:

You can customize questions like age or group size, but make sure number-based fields—like lesson length—require whole numbers for accurate tracking. Use drop-down menus for cleaner data, and keep required off for flexibility.

After building your form, link it to the spreadsheet. Go to the Form’s Responses tab and select Link to a spreadsheet. Choose the existing lesson log file. Google Forms will automatically create a new tab for responses inside that file. Rename it “lesson log” and check that your spelling, column order, and names match exactly. If you now have two lesson log tabs, delete the one that isn’t linked to Forms.

Move to the client index tab and paste your student data from the linked ChatGPT into row one, making sure everything lines up from column A through I.

Then, copy in the summary formulas I’ve provided (or your own) to generate automatic updates. You don’t need to understand the code—just make sure everything lands in the right cell.

You don’t need to understand the code—just keep the tab names/columns consistent so these references stay valid.

Test your setup. Submit a sample lesson through your form and make sure it appears correctly in both the log and the client index. If the data doesn’t line up, check column names, formulas, and linked fields. You may have to re-paste formulas for broken columns. Enter multiple lessons for the same student to confirm that the system updates accurately.

Once it’s working, you can use the form data to track your teaching trends. Review responses and generate simple analytics right inside Google Forms or Google Sheets. After a few years of tracking, you’ll want to use Tableau to visualize data from specific timeframes—the free version should do. You’ll be able to identify common lesson types, skill levels, and recurring teaching themes. Categorize your questions carefully so your analytics reflect what matters most to you.

By combining Google Sheets and Forms, you’ll have a professional, mobile-friendly system for managing your teaching data. Once you’ve built this tool, you’ll be able to make returning guests feel important by remembering exactly what you did that day. That’s how you become irresistible.

Contect me if you need help. I can even provide hands-on tech support if you send me temporary access to your build.