Create Your client hub in AIrtable

full product details

So you've got a CRM, that you are using and mostly love, but your client data is spread around several other pieces of software like your email marketing software, project management software, etc...

In this toolkit, you will receive a template for an Airtable hub where you can manage and centralize your client data.

Let me do the heavy lifting and give you a step-by-step on how to do it  😍

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$147

what's included

TRAINING VIDEO ON HOW TO SETUP AND CUSTOMIZE THE BASE
5 INCLUDED AUTOMATIONS FOR COMMUNICATION AND TABULATION
AIRTABLE ONE-CLICK BASE TEMPLATE
Customizable Zap templates to bring leads & clients into Airtable in real time
Overview of the database and questions you can answer from it

airtable client hub

TRAINING VIDEOs ON HOW TO bring in your historical Data (retroactively)

Nope.  As long as your CRM/Shop software has an integration with Zapier, we can pull your sales data into your new client hub in Airtable in real time.

Does it matter which CRM or shop platform I use?

Yes. This is about centralizing ALL your client data outside of your CRM.  Particularly if you have client data in applications other than your CRM, like your email marketing platform. This is also especially helpful if you sell products or services in multiple tools/applications.

Do I need this even if I already have a CRM?

Let's talk about this Client hub

There are limitations to what you can do inside a spreadsheet.  If you are currently adding all your client data into a few spreadsheets, you might be able to consolidate those into one Airtable hub and aggregate that data easier. But also, if you are happy with your spreadsheet and it is working for your business, don't jump on the Airtable train just yet!

Why is this better than a Google Sheet?

I have made this as plug-n-play as possible.  There are short, step-by-step videos as well as Zapier templates to click + copy and then connect your applications. You CAN do it!

I am not very "techy", can I really set this up by myself?

I am planning to offer this as a half-day VIP Day for those that want a more done-for-you service.  Before the call I would have you fill out a few forms about where all your data lives and then we can hop on a call and do it live together.  NOTE: You must be on the call with me, because it's easier to have you type in the passwords for each application as we go!

This sounds great colie, but can I just pay you to do it?

You cannot zap existing sales & lead data into your client hub, but you can export the data from most platforms. I have a few how-to videos to show you how to export that data and import the data into the client hub from a csv file!

What about my old data, will this Zap into my new client hub?

Emma F

"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "

Sarah H.

"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."

Saskia A.

"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "

OOHS & AHHS

What People Are Saying

If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support. 

WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?

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You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.

CAN I USE THESE TEMPLATES MORE THAN ONCE?

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These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable. 

WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?

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You Might Have Some Questions...

Don't worry, I have the answers!

Send a question to templates@coliejames.com so I can get all your questions answered!

I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?

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The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.

CAN I USE THESE FOR COMMERCIAL USE?

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Please review the description for the best use of each template collection. 

WILL THESE TEMPLATES WORK FOR ALL PHOTOGRAPHY or creative businesses?

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Migrate client support out of your inbox and into an Airtable hub

CREATE YOUR SUPPORT TICKET SYSTEM

Steal my templates and processes to book and manage your VIP Days inside Dubsado with ease

VIP Day Toolkit

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Grab this template and make it easy to make data-based decisions about your business 🎉