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Airtable Lead & Sales Tracker

$99.00
$99.00

Product Info

PLUG-AND-PLAY TEMPLATE

You’ve got spaces available on your roster - and you’re ready to fill them with dream-fit clients.

Tracking your leads is the first step to creating a super clear pipeline to MORE sales, without busting your butt to create content 24/7.

I’ll show you where the leads are currently hiding inside your business, create simple processes to ensure you never miss a follow up again, and share the automations to make this happen seamlessly.

How Do I Access and Use the Templates?

After purchase, you will be provided the link to download your template/s and instructions on how to import the template into the specific platforms.

You'll also get plenty of instructions & videos on how to set up and customise your template/s!

Are the Templates Customisable?

You better believe it! These templates are designed to plug straight into your business but still be flexible enough to work with you no matter what stage of business you're at or your specific ways of working, so you can truly make something that works for you.

Think of them as the best starting place to improve your systems and operations.

What Software or Tools Do I Need to Use These Templates?

It will vary depending on the template/s you purchase, but here's your guide:

Asana Templates: Asana (Free Plan)
Airtable Templates: Airtable (Free Plan)
Google Looker Studio: Google (Free Account)
Google Sheets: Google (Free Account)

Additionally, some templates require Zapier to make automations happen and connect your systems. This will require a paid Zapier subscription and is noted in the Product Info above.

Can I Use These Templates for Multiple Businesses or Clients?

You can certainly show your clients how these templates work, but each client will be required to purchase their own template.

If you wish to discuss white-labelling options, please email shop@thevirtualchapter.co

What Support Do You Offer If I Have Trouble With a Template?

We're here to help!

Once you purchase a product from us, you'll be invited to our private Slack community for support and connection.

Additionally, you can reach out to our team shop@thevirtualchapter.co and we can support you.

If you would like our team to implement these templates within your business, we are also happy to discuss options for support with you!

Do You Offer Refunds or Exchanges?

Due to the nature of these digital products, all sales are final.

Are There Any Tutorials or Guides Available for Using the Templates?

You betcha! Each product comes with an implementation and customisation guide so you can get set up fast and make these templates work for you and your biz.

Can These Templates Be Integrated With Other Tools I Use?

While technically the answer is yes, please understand we do not provide support for systems not listed on the template.

For example, you could take the structure of an Airtable template and replicate it yourself in Google Sheets, we are unable to provide advice or guidance to do so.

Is There a Community or Forum Where I Can Share Ideas or Ask Questions?

Yes! We created a private Slack community just for customers of The Vault so that you could get support, ask questions and connect with other business owners.

You'll receive an invitation to join shortly after purchasing.