How To Track Your Customers

The StorySelling Podcast

English - March 30, 2021 10:00 - 23 minutes - 16.4 MB - ★★★★★ - 2 ratings
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Previous Episode: Scripts to Create Repeat Customers

Next Episode: 2 Biggest Work From Home Problems

What do you use to track your progress with your clients and teams? I used different types - Excel, paid for FreshWorks, Google Contacts and Calendar, even a trusty ol' print-out. What's been working incredibly for me lately is Airtable! In this podcast, we are going to talk about it!

Timestamps and Highlights:

0:36 - Airtable Tutorial
2.53 - Airtable
4:16 - Airtable Home Dash
4:57 - Mechanism to Get Information
5:37 - Mail Chimp Account
5:46 - Google Form
7:19 - Downloads
8:15 - Spreadsheet
10:07 - How to Create Functionalities?
11:51 - Group According to Status
13:34 - Project Tracker
14:23 - Product Catalog
15:40 - Download Airtable App
16:53 - Sales CRM
17:21 - Content Calendar
18:55 - Free Account
20:17 - Import the Excel on Airtable