Create My Client Hub VIP Day
full product details
Ready to elevate your client experience but not quite sure where to start?
This Client Hub VIP Day is THE solution for streamlining your client date inside Airtable and improving your current client experience.
I will create and customize your brand new client hub to develop an accurate assessment of your business and help you answer questions in the future that make marketing decisions easier.
Click below to grab your Client Hub VIP Day VIP Day.
buy now
$1500
what's included
end of year audit
To start, no. Depending on how many different applications you use in your business you may need to upgrade to increase the number of Zaps, but the majority of people can start to centralize their business data with a free Zapier account.
Do I need a paid zapier account?
Nope. Your client hub isn't application specific. I will bring in your data from your CRM + Email marketing platform to get the complete picture of your client leads and sales regardless of what tech stack you have.
Do I need to have a specific crm?
Who is this offer for?
You can do ALL kinds of stuff financially within Airtable. Look at monthly/yearly income, project future payments, but this is not a replacement for bookkeeping software like Quickbooks or Xero. This should be used alongside it, not instead of it!
Will this replace my quickbooks account?
It is unlikely you will need a paid Airtable account to bring in your client data. As your business scales, you may need to upgrade in the future, but the majority of solopreneurs can stay on a free plan for quite some time!