SET UP YOUR SALES HUB IN AIRTABLE
get the replay for $177
NEW WORKSHOP
In this hands-on, 3-hour workshop, you will set up a super simple but POWERFUL Sales Hub in Airtable that can be customized to your business.
You'll have the financial data about your sales, offers & upcoming client payments completely up-to-date so you always know how your business is doing.
Airtable is the best software to create an automated sales hub system. You'll never have to update a manual spreadsheet again.
NEW WORKSHOP
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.
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.
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 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.
BEFORE TRACKING YOUR SALES IN AIRTABLE
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.
Knowing your numbers with your Sales Hub solves every scaling problem in your business.
SYSTEMS OVER STRESS WORKSHOP
AIRTABLE SALES HUB
With our Airtable SALES Hub:
You always know exactly what revenue goals you need to hit each month and make your decisions based on that data.
At any time, you can see exactly how your sales are doing without having to manually update a spreadsheet ever again.
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.
You can make data-driven decisions about your business. You're not relying solely on vibes anymore.
Our Airtable Sales Hub automatically tracks how all of your offers are performing. You'll see the lifetime value of the offer, how many people have bought it over time, and more.
I want you to have this type of sales data at your fingertips. We'll show you how.
YOU NEED TO HAVE ACCURATE DATA AT YOUR FINGERTIPS SO YOU CAN MAKE BETTER DECISIONS ABOUT YOUR BUSINESS.
GET THE REPLAY FOR $177
“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
“SPREADSHEETS ARE NO LONGER CUTTING IT.”
Money Coach, SMALL BUSINESS MONEY SCHOOL & 7 FIGURE WEALTH
WHAT EXACTLY ARE WE DOING IN THE WORKSHOP?
This isn’t a webinar. This is a hands-on workshop where you will be IMPLEMENTING.
By the end of the workshop,
you will have:
Know who your MVPs are. Know how many offers your clients have bought over time.
BE ABLE TO CALCULATE YOUR CLIENT LIFETIME VALUE
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.
AUTOMATED MONTHLY RECURRING REVENUE
Keep your finger on the pulse of failed payments.
FAILED PAYMENT CLARITY
Make data-driven decisions about which offers to retire and what to double down on.
SALES BROKEN DOWN BY OFFER
What exactly are we doing in the workshop?
1. CLIENT LIFETIME VALUE
2. SALES BY PRODUCT
3. MONTHLY RECURRING REVENUE
With our Sales Hub, these reports are automatically updated every day. Never update a manual spreadsheet again.
What exactly are we doing in the workshop?
Want To See The Template For Yourself?
Watch this quick walkthrough video of exactly what you'll be building!
GET THE WORKSHOP TODAY.
Hey,
I'm Ashley!
ABOUT YOUR HOST
But your systems? They leave something to be desired. They’re working okay right now, but you know they could be more dialed-in. More automated. More scalable.
That's were we come in! I am excited to teach you how you can leverage Airtable to track your sales and have your financial data automated and at your fingertips so you can make better decisions. Can't wait!
As a certified Zapier expert & a member of an Airtable consultant group, I constantly keep up-to-date with the newest changes and ways you can leverage Airtable and automations to manage your group program. I'm excited to show you everything it's capable of!
Over the last three years, I’ve helped over 100 entrepreneurs use Airtable to organize their business. Airtable can do a lot of things, but it’s most powerful for managing your group program, mastermind or membership.
If you're serious about scaling your group offer, you need Airtable. You know you’re good. You get your clients incredible results, and you're confident your group program, membership or mastermind is your million dollar offer. 🔥
FAQs
This is a recording of a past live workshop, with template and worksheet. You can watch it anytime (it's ready for you now), and follow-along to set up your Client Results Hub in Airtable. You will have ongoing access to the replay and the template, so you can implement on your own time!
What format is this workshop?
This is an Airtable-specific workshop and template. You can be a complete beginner with Airtable, but you will have to sign up for Airtable to participate in the workshop.
Do I have to use Airtable?
You can get started with the free plan, yes! There are some cool features that make things a little easier on the Team Plan ($24/month, totally worth it!), but we will be showing you how to set everything up on the free plan, and what you can do if you’re on the Team plan.
Can I use the free plan of Airtable?
While the workshop is centered around coaches, this workshop works for any business owner who needs to be tracking their sales.
What if I’m not a coach? Is this for me?
If you’re here, there is probably something about your process that isn’t currently working right now! Join the workshop and pick up a couple of gems that will help you manage your workflow in Airtable even better than you currently have been.
I already use Airtable for this. Is this for me?
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