Does anyone have a good tracking spreadsheet for ISA's? I have an ISA who books appointments for my clients and I need to track her performance so if anyone has good spreadsheet for this, please send us it through :)

I am wondering, is there a way to automatically create a client sub account without being on the 497 plan? Does anybody know of any automations you can use?

Hi! Does anybody know of a video in the classroom or on youtube that discusses anything operations/onboarding related? Or if you have a system on how you do things and are willing to share I'd greatly appreciate it🙏 thank you for your wisdom.

Ive been posting a lot on LinkedIn and instagram etc. Making blogs on my website but I've not been getting any inbound leads or anything. Anyone got some tips??

Hi all, I've been running a cold email outreach campaign and its quite succesfull i'd say on the scale that i do the outreach. 10+ appointments booked in less than a week! So very happy about that, but struggling with managing the leads that booked a meeting and updating the CRM. I spent some time working through it last week, and here’s a simple way I solved it for less than $10/m: I made a scenario on make.com to automate this so i wont have to do this manually anymore. It does the following: - Triggers when a meeting gets booked. - It searches inside my CRM for the email that is used. - If the email exists, it will update the Cliënt data. - Otherwise it will send me a email notification that i have a new lead that i have to look into. - And will also create a new cliënt withing the CRM based on the information thats filled in at Calendly. All i have to do now is check the CRM if the email doesn't exist. Hope this helps you 🙏