Automatic Payment Plan Projections Airtable Template
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Use Airtable to create your automated payment plan projections, so you always know your monthly recurring revenue.
TRAINING & READY-TO-USE TEMPLATE
ALWAYS KNOW YOUR MRR
You're done with google payment plan spreadsheets, manually copying lines every time someone buys, and going out of date as soon as you have a failed payment or someone cancels.
You're done with not trusting the numbers in front of you and checking all the recent payments, refunds and failed payments have been updated (each time you look at them).
Your coach asks you how close you are to your financial goals this quarter, and you're done with not being able to answer that confidently and quickly.
Create your Automatic Payment Plan Projections System, and you'll always have your current & forecast sales data at your fingertips
With OUR Automatic Payment Plan Projections tEMPLATE
See received and projected monthly payments, so you know exactly how your MRR relates to your bank account.
Accurate data on all your Monthly Recurring Revenue (MRR), easy to view by student, month, or status.
Automatically adds payment plan projections; the automation adds the sale and any future payments.
Have a fully automated system, that adds this data to your table every time you make a sale (no need for manual entry & updating!)
What's included
Automatic Payment Plan Projections Airtable Template
Once you enroll, you'll get instant access to our AUTOMATIC PAYMENT PLAN PROJECTIONS AIRTABLE TEMPLATE & Training Videos
1. CREate a 'primary student record' to allocatE payments
Airtable will be your central source of truth for all of your clients. With your Primary Student Record, you'll have the key information in one place.
3. Automatically update your payment plan status
We walk you through exactly how to set up our Airtable template to track your monthly recurring revenue, including initial payments (whether pay-in-full or payment plan) and all future projected payments.
Depending on your payment system, you'll also be able to automatically update your payment plan status: a payment comes in, and your Airtable template recognises 'Projected' is now 'Received'.
2. SET UP AUTOMATIONS TO TRACK MONTHLY RECURRING REVENUE
Investment
$197
How is this different?
You'll never update a manual spreadsheet ever again. We take over your entire sales tracking and make sure your sales data is always up-to-date.
NO MORE INACCURATE
GOOGLE SPREADSHEETS
You'll be able to see your monthly recurring revenue accurately, in real time, in one easy place. No more half-updated google spreadsheets.
You'll never update a manual spreadsheet ever again. We take over your entire sales tracking and make sure your sales data is always up-to-date.
CONFIDENT FINANCIAL DECISIONS
When you have confidence in the received & projected income in your business, you can make quicker and better financial decisions.
BUY NOW
purchase the AUTOMATIC PAYMENT PLAN PROJECTIONS AIRTABLE TEMPLATE
How It Works
WATCH THE TRAINING
USE YOUR TEMPLATE
Automatic Payment Plan Projections Airtable Template
FAQ
We provide all you need to get started.
This works for any type of client results you want to track, whether you have a group program or 1:1 offer.
We recommend starting from scratch for this Hub, but you can decide what is best for you.
