On our sales call, I'll tell you the top 3 systems fixes that will save you time, make you money, & get your clients better results.
And then, we'll build them for you. With our Custom Airtable Builds, we set up automated & scalable systems that make it easy to scale your growing offer 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 Can Build
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.
examples include ...
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!
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 Airtable Systems will be set up RIGHT the first time.
FAQs
