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 😍

buy now

$147

Create total visibility over your leads, sales, and client connections—all in one centralized place.

Early in my business, I saw the value in tracking the customer journey from discovery to purchase, but the information was scattered across multiple apps. I had no easy way to answer simple questions like, "Where did this customer come from?" or "Did they download a specific freebie or attend a webinar before buying?" My CRM showed half the picture, and my email software the other. It was overwhelming and inefficient. So, I created this Client Hub—a centralized system that connects all the dots, making it easy to manage and review all my business information in one place.

Video tutorials to get you started and customize the templates

Views to answer questions about your business without tons of time or clicks

Zapier one-click templates for Kit, Dubsado, Honeybook, and more...

WHAT'S INCLUDED

Airtable One-Click Base Template

Overview Walkthrough Video of the Database

List of Questions Your Client Hub Can Answer

5 Zapier Automation Templates for Leads and Sales

Training Video on How to Customize the Database

Training Video on How to Bring in Historical Data

✓

Here are a few questions you can answer from your Client Hub...

HOw many inquiries did you get last month?

Customize the included Zap templates and Leads Log table to automatically import all your opt-in and inquiry data from your Email Marketing Software or CRM.

HOw many Sales did you get last month?

Customize the included Zap templates and Sales Log table to automatically update your Client Hub with purchase data after each sale, anywhere you sell your products and services.

Who are your top 10 clients?

Always have an up-to-date view of your lifetime value for any client in your business, sorted from highest to lowest.

Which Clients haven't booked in the last Year?

You can always track your lead or sales data separately inside your CRM or email marketing program, but link these and you can get the BIG picture in your business.

Which opt-in is bringing in more sales?

Is one of your freebies leading to higher sales? Or perhaps faster sales? Perhaps it is time to double-down on your best-performing freebie or eliminate one that isn't leading to sales!

Which opt-in has the Slowest conversion rate?

How long does it take a potential customer to purchase after downloading a resource? If one group takes twice as long as another, it might be time to adjust your nurture strategy or tweak the resource itself.

Which Client has an anniversary this month?

By keeping track of important client dates, like birthdays and anniversaries, you can automatically notify yourself to send a card, text, or gift on their special day.

Are you meeting your leads/sales goals?

Need to know if you are hitting your opt-in and sales goals? You can do this with the click of a button by setting up views to filter and group your data to track your goals! BONUS: Send yourself a notification when you hit your goals 🎉🎉🎉

WHAT YOU'RE SAYING

“I have learned myself that it is so much easier for me to purchase the template that Colie creates. And then adjust to my own needs if necessary, or just like, let it go with the magic that she’s created.”

Erin O.

SEO Copywriter & Host of the Talk Copy to Me Podcast

WHAT YOU'RE SAYING

"Data is so overwhelming, but you made it so easy to create this centralized hub. All of the information I need to make decisions to tweak this freebie or checklist to see how it could be performing better, how it could be serving a client better."

sara g.

Copywriter for Photographers & Host of the Copywriter on Call Podcast

Frequently Asked Questions

Don't see your question? Ask below!

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

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.

Does it matter which CRM or shop platform I use?

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.

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

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!

Why is this better than a Google Sheet?

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!

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

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!

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