My NoCode setup for our Dog daycares has been game changing. Allows us to scale sales, customer service, and marketing across new locations and provides great insight into every aspect of the business.
He’s what we use #smbtwit #smb 👇🏻
It starts with @ActiveCampaign forms. We run google/Meta ads to native landing pages on our website. One form, select by location.
Active campaign conversion analytics + google + meta all get dropped into notion. More on that later.
We run customers through a standard sales funnel with email automations across touch points to save customer service reps ever having to write emails.
Once they convert, we drop into both @airtable and a dog care CRM.
We manage members/have all customer data that we may need to move between systems in @airtable.
We have yet to integrate with @NotionHQ but I manually pull data on retention and growth to notion reports.
We do the same with our CRM for weekly revenue reports in Notion.
@NotionHQ is our hub for docs, todos, project management, etc.
All data is entered into weekly reports.
We have departmental worksheets to show projects, meeting notes, and KPIs. We also have annual goals for the company to see and show quarterly progress there.
We track all M&A activity via @airtable but may move that to Notion soon as well. It acts as a very simple CRM and lets us sort where in deal process a potential target is.
We utilize @zapier to tie much of this together. There’s a lot more automation we could do, but building out much of the foundation with manual data pulls helps you see how you want to utilize integrations.
If you’re struggling with that, try sketching the flow of data.
Do you use other no-code tools? I’d love to hear what I’m missing. We don’t do any text communication with customers yet and know that’s a missing piece.
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