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Airtable Lead & Client Tracker

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Streamline Your Client Management with the Airtable Lead & Client Tracker

As a thriving business owner, you understand the importance of every client and potential client in your journey. Managing their unique paths through your sales pipeline, however, can be a complex task. This is where our Airtable Lead & Client Tracker comes in – a tool designed to simplify and enhance your client management process.

Effortless Tracking at Your Fingertips

Our Airtable template provides a comprehensive view of all your clients and prospects. With this intuitive tracker, you'll have the ability to:

  • Organise Leads and Clients Efficiently: Easily categorise each client or lead based on their current stage in the sales journey, from initial contact to final sale.
  • Streamlined Follow-Ups: Never lose track of a conversation and ensure you are always engaging with your clients at the right time.
  • Customisable Views: Tailor the tracker to suit your unique business needs. Whether you prefer a grid, calendar, or Kanban view, this template adapts to your preferred style of working.

Close More Sales, With Less Effort
By keeping all your client information neatly organised and easily accessible, you'll find closing sales smoother and more efficient. Say goodbye to juggling multiple tools or losing track of important client details. Our Airtable Lead & Client Tracker empowers you to focus on what you do best - growing your business and building meaningful client relationships.

Perfect for Business Owners Who Value Time and Relationships
This tool is especially beneficial for entrepreneurs who strive to maintain a personal touch in their client interactions while efficiently managing their sales processes.

Get Started Today
Purchase now to transform the way you track and manage your clients - because your time and relationships are the cornerstones of your business success.

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.