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Client Onboarding Workflows
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31
A fully integrated closer and setter CRM that allows you to track and compare performance across your team, identifying who is closing the most deals versus who is simply booking the most calls. It includes a manageable, well-organized database, along with Zapier automations that connect to WhatsApp (or your preferred communication platform). The system also supports end-of-day (EOD) and end-of-call report submissions, complete with analytics and real-time notifications for better oversight and decision-making.
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48
Lead Scraper is a landing page system that generates and sends personalised documents to clients directly from Google Drive, automatically attaching them to emails. It captures and stores leads in Airtable for easy management, uses Google Apps Script to send the initial outreach email, and integrates with an email sequencing tool to deliver follow-up campaigns. The platform also supports highly customisable email templates for tailored communication.
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48
A Content CRM that enables teams to organize ideas, track productivity, and automate workflows directly into their preferred communication platforms like WhatsApp and Discord. Built on a user-friendly Airtable database, it provides clear visibility into content performance, usage, and analytics.
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53