β One-stop shop for all resources
π 24/7 access to live reporting
π€ Simplified onboarding experience
π° Stripe billing & invoice mgmt
BONUS: you can build pretty much anything else you can imagine on top of this template
I've built multiple custom portals over the last year.
In doing so, I've created a template that can quickly implemented for any agency.
Here's what it looks like π
The tools used are interchangeable, but for this example I used:
Bubble -> build & host the portal
Airtable -> store profile data for easy access Close.com -> CRM & Email marketing
Calendly -> Scheduling calls
Zapier -> Connecting it all together
New Client Invitations:
Once a lead's kickoff call is scheduled, a zap waits until the end of the meeting and sends an invite to the portal.
People can only sign up if they've been invited.
We use Airtable to store invites & client profile data
Onboarding:
You probably have a list of questions and to-dos for new clients before their account is setup.
The portal makes this easy:
πdefine your onboarding / setup process
πclients check items off one-by-one
πcan't get access to the portal until onboarding is complete
The onboarding to-do list is dynamic and easy to change.
Simply add a step to your Airtable base and it will show up in the portal.
Once your client has completed all the steps, they'll get access to the portal
Here's where the magic happens π°
Using Zap, Integromat and the Bubble API's, we pull data from any of your apps and make it available in the portal.
Here, were displaying:
βοΈ Email marketing metrics from Close.com
βοΈ Calls scheduled from Calendly
Note: all this is fake data to demonstrate the functionality but,
by configuring data automations correctly, we ensure that your client's can only see data that's applicable / owned by them.
Don't want to be sharing client's data w/ others!
A few more things that make the portal even more valuable to you and your clients:
Billing portal to update payment info / see invoice history
Quick access to important links (like Google Drive)
There's so much more that's possible with this portal foundation, just don't have time to explain it all here.
What would make it more valuable to your agency?
Let me know so I can continue to make it better.
If you want to get your own portal for your agency, send me a DM!
I want to help other agencies take advantage of it.
I can build it in a matter of days, not weeks or months. I'll even support it and make updates to it as you grow and your requirements evolve.
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With a few #nocode tools, I can revive an idea I spent 3 years of college trying to build.
I was never able to make it work, butβ¦
Iβm pretty sure I can build it in under a week and automate the whole thing.
Anyone into aviation? βοΈπ
I learned to fly during HS. I got my license and went to college in a new town. It was IMPOSSIBLE to find others interested in flying or that owned planes. Lots of talk about how general avi is dying and it hit me that it's inaccessible due to lack of online presence.
So...
I wanted to build a social platform that had a "group" for each airport in the country + all the info you'd ever need about the airport.
Basically a place to bring the community together and encourage involvement.
I tried to build the social w/ WP and a few tools w/o luck.
There are many ways to do this, but automatically sending DMs to new followers isn't easy with just one tool. So for this solution, we'll combine the powers of Zapier + Integromat. We'll use Airtable to track DMs sent.
Create a new Zap to get started. First step should be "New Follower of Me in Twitter". It will run as soon as you get a new follower.