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Owned by Andrew

Self Mastery Academy

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We are masters of our fate, captains of our souls.

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Our mission is to help 100,000 people install the FinancialOS, educate them on finances, find accountability partners and become FINANCIALLY FREE 🏦

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27 contributions to Skool Community
Skool + Airtable CRM & Client Management System 💰
Hi, I’m Andrew... I haven’t posted here in awhile, but I had to say this... Skool + Airtable is a deadly combination. If you’re starting out... 1. Create data sections in airtable for "Sales Prospecting" & "Client Management" in Airtable 2. Use the Airtable Webclipper to automatically sync the prospects in your free Skool community into your Airtable CRM (https://chrome.google.com/webstore/detail/airtable-web-clipper/fehcbmngdgagfalpnfphdhojfdcoblgc?hl=en) 3. Create an Onboarding Form for new clients in Airtable, so they're automatically added 4. Add a section for their Skool Profile to be added to their Client Card in Airtable, so you're just one click away from seeing all of their Skool metrics 5. Set up the Dashboards for your Skool Synced CRM & Client Management System in Airtable Interfaces (see below for some examples) (I've added pictures below with some examples. @Ted Carr reminded me of this today, so that's why he's in there and why I'm writing this post :p) Obviously this is the simplified process, but this combination of Skool and Airtable has made the sales and client delivery side of the business so much simpler than when I was using Facebook Groups and Spreadsheets in my last $5mil+ coaching business. Thank you so so so much @Sam Ovens and the Skool community here! Skool is sooo much better than Facebook Groups :p
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New comment 28d ago
Skool + Airtable CRM & Client Management System 💰
0 likes • Oct 26
@Thomas Nutzmann Thomas! my man
1 like • 28d
@Cassandra Brentley sent you a message
Did Anyone Ever Figure This Out?
Livestream YouTube into Skool? Would love that so people wouldn’t need to leave the platform for anything.
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New comment 23d ago
3 likes • Oct 26
@Eric Rodriguez this is incredible..thanks man
Just Built Out a Skool Affiliate Tracker & CRM on Airtable 🏆
Hey Skool Fam! First off, you guys rock and Skool is incredible. I'm sure Sam is going to make improvements to the Affiliate Tracker & add a CRM to Skool in the near future, but in the meantime... I built out my own on Airtable...which has been incredible. So I wanted to share these with you guys... Pro-Tip 🔥 When someone joins our free community we get... 1. Email 2. Phone 3. Revenue Level - This has been key Then this gets ZAPPED into our Airtable CRM & GoHighLevel... We filter by revenue level and focus on the highest-quality prospects (contributing to over $423,000 high ticket sales from Skool) And my team and I are doubling down on Skool Affiliates... So we recently built out a tracker for that that I'll add below as well. Wanted to drop those down below for you guys as well 👇 1️⃣ Skool Affiliate Airtable Tracker (How to Build In Less Than 20 Minutes) 2️⃣ Skool CRM Airtable Tracker (How to Build In Less Than 20 Minutes) 3️⃣ How We Close $10K+ Deals Through Skool DMs Our Skool Sales structure is... 1. Free Community that goes into a sales call... On the Sales Call: 1. Low Ticket - $97 p/mo (On Skool) 2. $6K - $30K Business Coaching Offers (Also on Skool) Hope that helps guys! 🙏 And curious how you guys are using Skool to drive more sales & impact? 🤔
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New comment Oct 27
Just Built Out a Skool Affiliate Tracker & CRM on Airtable 🏆
I lost money so you don’t have to.
Note: This whole thought process can be applied to anything you’re trying to achieve, regardless of whether it involves hiring someone or not. Someone made a post asking about whether to hire a community manager. I’ve hired a lot of people over the last 25 years and it’s taken me *this* long to learn the following (in regards to hiring - but it can really be applied to anything): Before creating the job position, I think a useful question to ask is “what is the net effect I’d like to see as a result of this person’s activities?” Example: More sales Then reverse engineer what activities must be performed to achieve that net effect … Example: Step 1: Outbound DMs to new members asking what they want help with, pointing them to the proper resources based on answers, then booking a call with you once they’ve experienced value. Step 2: Follow up with “xxxx” until you get a reply. Step 3: Ask if they found the recommended resources helpful. Step 4: Follow up with XXX until you get a reply. Step 5: Ask if they would like a call with you. Step 6: If yes, follow up and make sure the call gets booked. Then create an SOP for how to perform them. Example: Send first DM on day 1: “Hi Bob I’m Ed from the group. Making sure you’re finding everything OK. If you’ll tell me what you’re hoping to accomplish as a member, I’d be happy to point you toward the right resources.” Then create a daily scorecard which lists the daily goals and daily “actuals” for each activity that needs to be performed in order to achieve the result you’re looking to achieve. This post could be a lot more detailed, I know. I’m typing it from my phone and it’s hard to see the screen lol. Sorry. Hope this helps. It has helped us a LOT. Learned it from my wife after she started studying Gino Wickman‘s work. I take no credit for anything smart. All I’m good for is doing words and stuff so people buy things …so keep that in mind.
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New comment Oct 23
 I lost money so you don’t have to.
3 likes • Oct 20
@Frank Kern all I have to say is...thanks homie 🙏
$25,800 From Skool This Month 🎉
I just checked out numbers from Skool Sales and we´ve done $25,800 in revenue this month... And we just started taking it seriously last month... It´s been awesome seeing the organic growth (free leads) averaging about 11 a day now just from the Discovery Tab (and it´s probably not coming from my bio because our free group owner is our marketing manager 🤣) Plus the conversations with people in Skool compared to Facebook Messenger and IG DMs are like night and day. This is the real deal! Thank you, @Sam Ovens 🏆 #JustTheBeginning
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New comment Oct 16
$25,800 From Skool This Month 🎉
1 like • Oct 16
@Jas Lee-lo Smith 100%
1 like • Oct 16
@Simon Worth thanks brother. the skool CRM built on top of Airtable helps a lot - https://youtu.be/9TwFusGA1To?si=aEO0-AC0BKoCsqk7
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Andrew Kroeze
5
5points to level up
@andrew-kroeze-7594
3x 2 Comma Club Award Winner | Sold a Multi-Million Dollar Coaching Business | Investor | Alchemist. My Free Skool: https://bit.ly/7FigEntrepreneur

Active 13m ago
Joined Feb 22, 2022
INFP
Miami, Florida
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