You have big launch goals …
but you're low-key worried that with the amount of clients you're shooting for, you're going to be spending nights & weekends on admin and double-checking your team's work.
You want to spend your days working on launch content and marketing ideas …
but the amount of systems and admin tasks to make sure the launch is actually ready is filling your to-do list.
You have an OBM on your team …
but they're telling you they need to increase their hours because they have too much on their plate leading up to the launch.
You know you get your clients results …
but because you don't actually track them, you're sending out urgent IG DMs asking for quick case studies from the clients you feel comfortable reaching out to.
You need to hit these launch dates to stay on track for your revenue goals …
but you're seriously considering pushing it back because your systems aren't ready and the overwhelm is real.
You’re preparing for your biggest launch yet.
Are your systems prepared for it?
not knee-deep in automation errors and systems projects.
You want to spend your time focused on curriculum improvements and getting more people into your incredible offer...
not lying awake at night wondering if something's going to break.
You want to feel confident that when your doors open, your systems will be running smoothly and your clients will be taken care of …
not scrambling through Slack threads, Google Docs, and your Notes app trying to piece together what happened on the last call.
You want ONE place where you and your team can look at client notes & progress …
not constantly checking, testing, and second-guessing whether everything's actually going to run smoothly when doors open.
You want to just focus on your launch and trust your systems work …
not sending urgent IG DMs begging for testimonials every time you need proof your offer works.
You want walls & walls of client results and receipts—too many options to choose from for your sales page …
not stuck keeping everyone's progress in your head because you don't have a system to track it.
You want your offer to feel intimate even as you scale …
Launching doesn’t have to be this way.
Systems overwhelm is one of the BIGGEST reasons launches are delayed and you don’t hit your revenue goals.
In our Custom Client Hub Setup, we set up automated & scalable Client Onboarding, Delivery, Results Tracking & Offboarding systems so you can simply focus on your launch and trust your clients will be taken care of on the other side.
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I can't even imagine where my life would be without Ashley's Airtable expertise and support."
"My program has grown to 300 members in just nine months. Having my group program all managed in my Client Hub in Airtable keeps me from having to bounce around and keeps me super-efficient. My Client Hub not only track sales but also my customer experience and makes sure no student slips through the cracks.
Jamie Gruol, Workflow for Tax Pros
What We Build
When you book our Custom Client Hub Setup, we set up ALL of these systems for you:
Automated Applications
Capture new leads and review their applications in one click. We'll set up automated emails to auto-reject or accept clients based on their application answers and create a review process that makes sure reviewing applicants takes just a couple minutes out of your day.
Seamless Sales Calls
Track your sales call conversion rate, take call notes, and send immediate next steps to leads …all from your Airtable interface without getting distracted by Gmail.
One-Client Client Profiles
No more sifting through random Notes Apps or scrambling to remember what you said on your last coaching call. You will have ONE central place where everything about your clients lives. You will be able to pop open your client's profile and see EVERYTHING about their call attendance, past notes, results & more. This makes your clients feel like you know EXACTLY what is going on with them, even if you have hundreds of clients and co-coaches.
Automated Onboarding Workflow
Every new client gets a seamless onboarding flow that gives them access to everything you promised and makes them feel like they just made the best investment in their business yet.
Optimized Onboarding Form
Stop asking your clients their birthday and their favorite snack. We'll audit your existing onboarding form and make it results-focused so you capture your client's true starting point in the offer.
Automated Client results tracking That help prove your offer works
If you have clients, you MUST be tracking your client results. Our client results tracking system is the industry standard & works whether you have an 'easy to measure' offer promise like money or something more 'intangible' like confidence. Everything is trackable. We’ll create a results tracking form your clients love to fill out and gives you the DATA that your offer gets results.
1:1 Call Tracker
Never forget to send a 1:1 call follow up email again. You'll be able to see all of the calls & call notes you've ever had with your client in one spot and add their call replays with ease. You'll be able to send customized follow up emails to your leads and clients RIGHT from Airtable without ever opening up Gmail again. If you've ever felt ashamed about forgetting to send call notes, this simple system will CHANGE the game for you.
Group Call Goldmine With A Searchable Call Database
You spend HOURS on coaching calls ... and those replays are just gathering dust in your course portal. Not anymore! We’ll set up a system to help you collect questions before your calls, create coaching call agendas, take attendance, & create a super simple but robust searchable call database so you can make the most of your group calls.
Actually Useful Asynchronous Support Feature
Get your clients BETTER results FASTER with our asynchronous support ticket & feedback review system. This feature is a GAME CHANGER for coaches & service pros with clients in different time zones that can't make live calls, or simply want to get their clients more support in between calls. You can set this up for any type of reviews you do. (Resume reviews, email audits, tech support, etc.) Totally customizable to you & your offer!
Automated Offboarding and Re-Sign Reminders On Repeat
Stop leaving money on the table because you aren’t asking your students to re-sign! With our systems, your students will automatically be reminded of your re-sign opportunities. Your team doesn’t have to keep track of who’s up for re-sign, your systems do it for you. No more awkward goodbyes and angry "Why did I lose course access?!" emails!
What’s Included
Two -90 Minute Systems & Client Results Strategy Call With Ashley
We’ll walk through your offer, your client journey, and your current systems so we’re fully aligned on what we’re building. By the end of the call, we’ll have everything we need to begin building with minimal lift on your end.
Completely Custom & Done-For-You Airtable Client Hub
We will deliver your Custom Client Hub systems to you just 4 weeks after our initial Strategy Call.
Detailed Systems Testing Checklists So You’re Confident The Systems Are Ready For Your Clients
We don’t just build the system, we make sure you and your team actually know how to use it.
3 Months Of Systems Support
Your 3 Months Of Systems Support starts the first day of your Cart Open.
You get:
Unlimited Support Tickets
Questions will come up as you and your team dive into your new Client Hub… and that's exactly what we're here for. We'll be standing by via our support ticketing system to make sure you never feel stuck or confused.
Unlimited Tweaks To The Existing System
As you start using your Client Hub, we'll handle the light adjustments your team needs: updating form copy, tweaking automation messaging, adjusting views, etc. If you need bigger systems expansions down the road, we can quote those separately. But the day-to-day refinements? We've got you covered.
Weekly Client Data Reports
- Onboarding Trends: New client volume, interesting patterns, and key data points
- Client Results Highlights: Who's winning, who needs support, and the proof your offer is working
- And More!
How this is different
How Our Custom Set Up Is Different From Our Group Program or DIY Template
How This Is Different From Your OBM Setting It Up For You
When you book with us, you’ll trust that you’re making the most of your Ops Teams hours and that your Client Hub will be set up RIGHT the first time.
Launch Metrics + Content Planning Dashboard
FAQs
