Taylor Wallace | SMB Owner/Operator Profile picture
Jun 5, 2022 9 tweets 4 min read Read on X
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.
If you enjoyed this thread, give me a follow @taywall for more #smb content.

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More from @taywall

Sep 16, 2022
I’ve looked at 100+ doggie daycares and acquired 2. Sorry @girdley @BillDA and @thegeneralmills but if you’re not already in the biz, I’d highly recommend staying away from this one… here are the turds…
Margins are way too high. Meaning they’re understaffing. Meaning it’s probably not super safe, and that chicken bone issue is mitigated today by the owner.

Good luck finding a 50k manager that can handle chicken bones.
Revenue/sq ft is really high already, so there is probably very little room for growth.

Based on size, it’s also too small for big consolidators. So you’ll only ever be able to sell to another owner/operator for a similar multiple.
Read 6 tweets
Sep 1, 2022
Selling a business can be confusing.

Here's the full checklist you need to prepare for a sale...
As @simonsinek says, start with "why".

Every potential buyer will ask you that question, so it helps to have a good answer.

Ready to retire? Want to do something else? Business isn't what you expected? All are great answers, just prepare for the question.
Determine the value of your business.

@baton_market provides AWESOME free business valuations.

Knowing how the market will value your business gives you a starting point to think about what you're willing to sell for and what the market may offer.
Read 12 tweets

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