Custom Sales Hub Setup & Management
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We keep your financial data about your sales, offers & upcoming client payments completely up-to-date so you always know how your business is doing. Never update a manual spreadsheet again.
Know Your Numbers
It's time to analyze your product suite, but you don't know which offers to retire and which ones to double down on because you don't know how much revenue each offer has brought in.
You've switched checkout platforms from Thrivecart to Kajabi and back again, and your important historical sales data lives in old dashboards you can't access.
You sit down to finally look at your sales numbers, pull up your Stripe reports and realize they aren't giving you the granualar details you need to actually make decisions about your business.
Your coach asks you how your sales are going and you realize you haven't updated your manual monthly projection sales spreadsheet in months and don't have accurate data.
You've tried to set up a Sales Hub in the past but your automations are breaking, the data doesn't look right, and fixing it is always at the bottom of your to-do list.
Knowing your numbers solves every scaling problem in your business.
With OUR SALES HUB:
You have a finger on the pulse of your business and you're able to plan your big investments and launches based on your actual business numbers. You know what you can afford, when.
At any time, you can see exactly how your sales are doing without having to manually update a spreadsheet ever again.
You always know exactly what revenue goals you need to hit each month and make your decisions based on that data.
You completely delegate the maintenance of the Sales Hub to our team so you never have to waste your team's hours troubleshooting.
“The sales hub from Ashley is incredibly helpful as we scale our business in keeping track of what payments failed, what payments are expected and what payments have been received.
With over 50 people on payment plans, spreadsheets are no longer cutting it.
The fact that the sales hub is automatically updated and reconciled saves us hours of manual labor each month.”
Gina Knox
Money Coach, 6-Figure Saver & 7 FIGURE WEALTH
"SPREADSHEETS ARE NO LONGER CUTTING IT."
"Having a sales hub has helped me simplify all of the financial tracking in my business. Just the sales hub alone has helped me easily monitor and compare my launch sales, project my revenue, and gather the granular data I never used to have such as my sales by month, year, product, and client.
Whenever someone asks me to give them a number on something, I am able to pull it up within seconds and it always feels like a flex! Also, all of it is completely automatic and touchless for me. I never have to update it and I always know my numbers."
Kirsten Roldan
Business & Marketing Coach, Million Dollar CEO & Million Dollar Email
"MY SALES HUB is completely automatic and touchless for me. I never have to update it and I always know my numberS."
What's included
Know Your Numbers
AUTOMATED AIRTABLE SALES HUB
Every month, we make sure all sales projections are updated and create comprehensive financial reports for you using Airtable. We truly help you replace spreadsheets for good. Never do math again.
WHAT YOUR SALES HUB TRACKS:
Know who your MVPs are. Know how many offers your clients have bought over time.
Client Lifetime Value
01
See exactly how much future monthly recurring revenue you have secured so you can see if you're going to break even, need a cash injection, plan your next big investment & more. No more manual forecasting spreadsheets.
Monthly Recurring Revenue
02
Keep your finger on the pulse of failed payments.
Failed Payments
03
Make data-driven decisions about which offers to retire and what to double down on.
Sales Broken Down by Offer
04
12-MONTH HISTORICAL DATA REPORT
Within a week of your onboarding, we will have categorized your last 12 months of sales for you. You'll be able to look back and see exactly which offers made you the most money, which clients are your MVPs, and more.
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3. Monthly Recurring Revenue
2. Sales By Product
With our Sales Hub, these reports are automatically updated every day. Never update a manual spreadsheet again.
1. Client Lifetime Value
Book a Done-For-You Sales Hub Setup Service and have this set up by next week.
We import your historical sales data so you can start making data-driven decisions immediately. We maintain your Sales Hub for 3 months so you never have to worry about outdated data or broken automations.
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.
SIMPLER THAN YOUR ALWAYS OUT-OF-DATE SPREADSHEET
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.
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.
SO MUCH MORE DATA THAN YOUR STRIPE REPORTS
Stripe reports don't give you granular details about your offers. With our Sales Hub, any question you have about your offers, clients & sales trends can be answered.
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Exactly What To Expect
Know Your Numbers
SUBMIT AN APPLICATION & BOOK A SALES CALL
EASY & INSTANT ONBOARDING
SALES HUB SETUP WITHIN 7 DAYS OF ONBOARDING
WEEKLY FINANCIAL REPORTS
FAQ
We will audit your existing sales hub and take over the management of it.
Our service doesn't cover bookkeeping, however, you can submit monthly CSVs of your categorized bookkeeping and we will import them into your Sales Hub so you can see your detailed sales reporting & expenses all in one Hub.
What you focus on grows. By being able to analyze your numbers each week you'll be able to make decisions to cut expenses / see what offers are working and double down on them, etc.
