SIMPLIFY YOUR SALES
OPERATIONS WITH
Let’s dive deep into Airtable to transform your sales journey from application qualification to client onboarding and offboarding. This service is specially tailored for business owners with growing group programs, enabling a streamlined, automated, and highly efficient sales process.
The Clique Command Center is specifically designed for business owners with growing group program.
THIS SERVICE IS IDEAL FOR THOSE WHO HAVE A STELLAR OFFER BUT FIND THE SALES PROCESS EITHER OVERWHELMING OR INCONSISTENT.
Why you need the Clique Command Center…
Streamline Your Sales Funnel: Free your team from manual screening and administrative chores. Our system automates the application qualification, allowing you to focus on engaging with the right prospects.
Consistent Client Onboarding & Offboarding: Ensure every client receives a uniform, professional, and delightful onboarding and offboarding experience, reflecting the high-quality service you provide.
Increase Client Retention: With a smooth sales process, your clients’ journey begins on a positive note, increasing satisfaction and retention rates.
Data-Driven Sales Strategies: Leverage the power of organized data in Airtable to understand your sales performance, identify areas of improvement, and make informed decisions to enhance your sales strategies.
Client Success Stories...
Natalie Miller & Samantha Herd (mindwitchery.com)
"It's organized, it's very easy from the back to do what we need to do to make it go. And what Sam said about how we got to keep the magic and the warmth, even as the process has automations that keep it very simple for us. The whole thing is just beyond our wildest dreams."
Nichole Lee (nicholelee.love)
"I knew you were talented and skilled, but I looked forward to the journey of working with someone who cared, who was going to be fun, who was going to help educate me and empower me and my team to be able to do the work. I never had any question of the confidence or trust of putting it all in your hands, and I greatly appreciate that."
Sarah Moon (sarahmoon.net)
"Holy crap. You're blowing my mind, Vicky. Like, you explained it, but I'm like seeing it. Holy crap! A huge time saver. You're like a freaking wizard."
Stephanie Vaught (socialmoneyfinance.com)
"She has done my automations for my business and my new membership program. She has customized it and created systems for me. She is absolutely a genius at what she does, and I recommend her to everybody who needs their systems and automation done in their business."
Fila Antwine (filaantwine.com)
"Vicky got my business back in together, I mean every single thing from when you book a call with me, to when you get an appointment, to when you sign up to work with me and all the contracts being sent out and all the back end things that I could not have done on my own."
MaggieBergin (maggiebergin.com)
"The work that you are doing is going to take my business from six to eight clients a year, into a strategic business that actually reaches out to people and is therefore brand aligned around my care about clarity and communication."
What we set up on the Clique Command Center Implementation
Sales Funnel Optimization:
Crafting a seamless path from prospect to client, ensuring every touchpoint is professional, engaging, and automated.
Qualification, Onboarding and Offboarding Systems:
Establishing a system that ensures consistency, builds trust, and enhances your brand’s reputation.
Custom Airtable Setup:
Your sales process centralized in Airtable, from initial inquiry to final offboarding, making it easy to manage, analyze, and improve your sales process continuously.
How we support you after the Clique Command Center implementation...
-
30 Day Support Period
Dedicated support as you and your team acclimate to the new systems, with prompt responses to any questions or challenges you encounter.
-
Visual SOPs for Easy Handover
Visual Standard Operating Procedures (SOPs) so your team knows exactly how to manage and adapt the new systems as your business evolves.
-
Strategy Review & Refinement Call
A comprehensive review of your sales processes, ensuring they are performing as intended and identifying any additional optimization opportunities.
Is Clique Right For You?
CLIQUE IS FOR YOU IF:
-
You're no longer "experimenting" with your offers, and you're committed to one or two signature offers.
-
You have a proven framework to get client their desired results.
-
You either have support but it’s not working out, or systems aren’t supportive.
-
You care about creating ease and flow for yourself and your clients, and about helping your clients reach their full potential.
THIS IS NOT FOR YOU IF:
-
You frequently introduce new offers to drive revenue and do not have a proven framework to get your clients their desired results
-
Creating a 5-star client experience is not a priority.
-
You need to be convinced that systems are an essential part of growing your business to it's full potential.
"The biggest result of working with Vicky is increased peace of mind. Once I raised my prices, I wanted to ensure that I had a client experience to match. I now have a 5-star client experience due to working with Vicky."
Natalie Bullen (nataliebullen.com)
Frequently Asked Questions
How long does the implementation take?
The Clique Command Center implementation is designed to be a swift and streamlined process, typically completed within a one-week timeframe. This allows for a thorough understanding, setup, and integration of your sales process within Airtable, ensuring a seamless transition for you and your team. Our goal is to minimize disruption while maximizing efficiency and effectiveness in your operations. During this week, we'll work closely with you to ensure every aspect of your sales process is meticulously addressed and optimally configured in your new Clique Command Center.
What kind of offer does this work for?
Clique is designed to streamline and automate one (1) offer in a done-in-a-week implementation. We understand that your business may have multiple offers, but our focus is on optimizing your core to ensure the highest quality results and a seamless client experience.
What do I need to come prepared with?
Our first session is interactive - please come prepared to log in to all your relevant platforms and come ready to brainstorm your vision for that next level in your business.
Do I need a team member?
Nope. Having a team is not a requirement. However, after your implementation week, you'll have everything you need to delegate like a boss.
How will the Clique Command Center integrate with my existing systems?
The Clique Command Center is built within Airtable and can be integrated with your existing tools and systems through a paid Zapier account, which is essential for automating workflows and ensuring seamless integration. We’ll work with you to set up and optimize these integrations, making your operations more streamlined and efficient.
Interested in working with us?
Schedule a call to discuss your next steps!
© Copyright 2023 Vicky Smith & Co. LLC
Terms & Conditions | Privacy Policy