If you run an agency, you need a client portal.

Why? Glad you asked.

Let me explain 👇 A portal gives your clients a few things:

✋ One-stop shop for all resources
📊 24/7 access to live reporting
🤝 Simplified onboarding experience
💰 Stripe billing & invoice mgmt

BONUS: you can build pretty much anything else you can imagine on top of this template

We built and launched a SaaS called Enrichly this week.

With it, you can upload a list of emails and populate your lead's phone numbers.

Accurate phone numbers = more closed deals 🚀

Here's quick demo of the app 👇 When you sign up, you get 5 free credits as a free trial.

The first 10 people that DM me about it will get a code redeemable for 50 free credits.

Checkout the app here: app.enrichly.io

A few weeks ago, I read The Code. Evaluation. Protocol by @jockowillink

In it, he provides a daily tracker Excel sheet to track progress in multiple areas.

Since no one wants to update Excel every day, I built a #nocode tool to make it easy.

Should I drop a thread? 👀 Okay after I get some food, I’m gonna build this live on this thread.

Starting from scratch to full #nocode tool.

Let’s see how this goes.

Building a good system isn't a one-time thing. It's an iterative process.

It’s never going to be 'perfect', because your business is always evolving.

The key is making it flexible enough to evolve along w your biz.

Some tips I've learned the hard way: Most people cobble together systems without much foresight. The end result is something like this.

It can work, and often does.

But it makes it very fragile and hard to fix.

Have you ever wanted to setup a lead gen system via text?

Here's how to do it 👇 I recently build one for a client using @twilio + @integromat

You can use any CRM, but we leveraged his existing @HubSpot CRM.

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, but…

I’m pretty sure I can build it in under a week and automate the whole thing.

Anyone into aviation? ✈️🚀 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...

Want to get to know more of your followers? Just shoot them a DM and say hello.

How to send automatic DM intros via @zapier + @integromat 👇 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.

NoCode web portals are quickly becoming the command center for many agencies.

+ Automation and workflow triggers
+ Streamlined source of information
+ Flexible enough for unique situations

Here's how agency owners can leverage tools like this 👇 My team builds these command centers for agencies. 2 types we see most often:

- Self Service Client Portal & Reporting
- Process Mgmt & Activity Monitoring

Bonus points if you do both. Here's the process we follow: