Skool + Airtable CRM & Client Management System 💰

Andrew Kroeze

Apr '23 in How I Use Skool

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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