Strategic Ops CRM Hub
$347
Build Your Custom CRM Using Airtable + Fillout + Zapier
I keep seeing amazing service providers like YOU getting completely overwhelmed by their client management system. You want to serve your clients well, but you're drowning in spreadsheets, sticky notes, and that one app that's 'supposed to do everything' - it somehow makes everything harder.
Are You Drowning in Systems That Don't Work?
No one wants to admit that even the CRMs built for service providers don't actually fit how most of us work. What works for one coach doesn't work for another. What fits one consultant's style completely clashes with how another actually works.
The sad part?
What if your systems could actually support you instead of stress you out?
I live for turning business chaos into "I've got this!" moments, but I'll be honest - I learned this the hard way. I used to think I needed ALL the features, ALL the integrations, ALL the bells and whistles. I was even certified as a specialist for one of those big all-in-one CRMs (yes, I drank the Kool-Aid completely).
and I spent years asking myself that exact question.
Hey, I'm Eboni!
Your Ops-Obsessed Bestie!
I was spending more time creating workarounds than actually serving my clients. I had to search for client information across multiple apps and platforms. I'd forget to follow up because my reminders were buried somewhere in the system, and I was constantly making workarounds just to make things work.
But you know what happened?
That's when I realized something important:
The best system isn't the most complex one -
it's the one that actually works for YOU.
The more I thought about it, the more I realized this wasn't just my problem...
Is This Your Story?
Sunshine, this isn't your fault. These systems weren't designed for how YOU work.
- Your coaching process doesn't fit their "pipeline"
- Your consulting style needs fields they don't have
- Your creative process is way more detailed than their templates allow
- So you started creating workarounds
- Then workarounds for your workarounds
- Now you're paying monthly fees for software that's fighting you every step of the way
Then reality hit:
So I Built Something That Is!
Meet the Strategic Ops CRM Hub
what makes This different:
When your client management system matches your actual process, everything gets easier.
Stop paying for features that complicate your life. You build only what you actually use with tools that work together seamlessly.
End the workaround madness. This tech stack is completely customizable to match your actual process.
Never forget a follow-up again. The system follows the process service providers need to convert leads - automated proposals, consistent follow-ups, and getting them to say yes.
Built by someone who lived this exact frustration. I use this exact Airtable + Fillout + Zapier combination to run my own business.
client Background:
Here's What 'Everything Gets Easier' Actually Looks Like for a Real Client...
Health & Fitness Coach juggling 70+ high-touch coaching clients
while working full-time as a COO for a company
BEFORE Strategic Ops CRM Hub
AFTER Strategic Ops CRM Hub
- Leads slipped away without follow-up: No system to track prospects or remember to reach out, so potential clients just disappeared
- Each client had a different, inconsistent experience: Some got detailed onboarding, others got forgotten - it was totally random
- Sending proposals and invoices separately, then chasing down forms: Hours spent on admin work instead of serving clients
- Clients were confused about next steps: No clear process meant clients didn't know what to expect or when
- Follow-ups happen automatically: She never had to worry about someone slipping through the cracks again
- Every client gets the same professional experience: Consistent, polished journey from inquiry to completion
- Proposals are effortless: She sent 50+ proposals in one batch with just 3 clicks, taking under 5 minutes total instead of hours per proposal
- Client information is instantly accessible: No more scrambling through apps to find what she needed
Client Love
“Oh my gosh, everything is finally in one place! I'm not scrambling to find client information anymore. Every client gets the same professional experience from start to finish, and my clients keep telling me how organized everything feels. I actually raised my prices because I finally felt confident about how I was running things. The crazy part? I'm managing my full client load AND finishing my Master's degree at the same time. The system basically runs itself now, so I can focus on what I love - actually helping my clients.”
~J. Santiago, Train Like Jane, LLC.~
It's Tuesday morning, 9:15 AM.
You just wrapped up a discovery call with someone who's genuinely excited to work with you. Your energy is high, they're ready to move forward, and everything feels aligned.
In the past, this is where things would get messy.
You'd spend the next hour hunting through your computer for that proposal template, trying to remember your current pricing, and hoping you wouldn't forget to follow up if they didn't respond right away.
But now? You open Airtable.
Three clicks later, their proposal is sent with follow-ups already scheduled.
By 9:18 AM, you're reviewing notes for your next client call instead of scrambling to create documents.
Your phone buzzes at 2:30 PM - your morning lead just accepted the proposal and automatically moved into your client management system.
You didn't have to do anything except smile.
This is what I picture for you...
This is what happens when your systems finally work WITH you instead of against you...
Ready to Experience This Yourself?
Here's the Solution!
Paid in Full Investment: $347
The essential database structure to manage your complete client pipeline from inquiry to offboarding
✦ 32-Lesson Step-by-Step Course
Every click explained clearly so you build with confidence, no tech experience needed
✦ 5 Automated Proposal Management Workflows
Send proposals and follow up 3 times automatically so leads never slip through the cracks again
✦ 3 Ready-to-Use Form Templates
Capture leads, schedule calls, and send proposals without starting from scratch
✦ 2 Zapier Automation Templates
Connect everything seamlessly so information flows automatically between your tools
✦ Proven Email Templates
Complete blueprint for all 4 emails (initial proposal + 3 follow-ups) that convert prospects faster
✦ Professional Business Dashboards
See your revenue and pipeline performance without overwhelming complexity
✦ Two Weeks of Loom Support
Personal video help from date of purchase while you're getting everything running smoothly
everything you'll receive:
The Strategic Ops CRM Hub
Plus the confidence that comes from knowing you're building professional operations that scale as you grow.
Never lose track of a client again
Immediately After Setting Up Your Strategic Ops CRM Hub,
Here's what you'll experience:
Everything about every lead and client in one searchable place
Send proposals in 3 clicks, Activating Follow-Ups
Your system automatically sends 3 follow-up emails over the next two weeks while you focus on serving clients
Know exactly what's working in your business
See which services make you the most money and if your monthly revenue goals and capacity are in alignment
Every call organized and accessible
All recordings and notes connected to the contact in one place so you never have to ask "what did we talk about?"
Dashboards with multiple views
- Daily Operations Interface: Everything you need to manage leads, track proposals, and see upcoming calls in one simple view
- Business Overview Interface: Revenue insights, client metrics, and business performance at a glance so you can make smart decisions
See It In Action
Video walkthrough of the actual CRM Hub + interfaces
Coaches, Consultants, Creative Professionals, and Service Providers
The Strategic Ops CRM Hub is perfect for:
- Tired of fighting with complicated systems
- Looking for professional operations without needing a computer science degree
- Ready for something that grows as they scale and pivot without having to start over
- Wanting to manage the complete client experience from inquiry to offboarding in one place
- Done with all-in-one solutions that don't fit how they work
If that sounds like you, here's all you'll need:
- Airtable Account: Free plan works perfectly to start
- Fillout Forms: Free plan works great for getting started
- Zapier: Professional Plan
- Four Booking Emails: Initial proposal + 3 follow-ups
Required
That's it. Simple, streamlined, and cost-effective.
Sunshine,
If you're anything like my clients were, you're probably asking yourself...
Simple doesn't mean limited. The CRM Hub is completely customizable and designed to expand with your specific needs. You build exactly what you need without features that complicate your process.
The beauty of this approach is effortless scaling. It adapts whether you have 1 client or 1,000s. When you pivot or expand, it changes with you without forcing you to start over.
The setup course shows every click, and you get two weeks of support while you're getting started. Plus, using Fillout Forms eliminates the complexity of connecting multiple tools. If you can send an email, you can start building this.
I built this exact CRM Hub for my own business and all my fractional COO clients use custom versions. The difference in operational efficiency has been remarkable for every single one of them. And my recommended tech stack (Airtable + Fillout + Zapier) costs less than most people are currently paying for separate tools.
While you can use other tools, Fillout eliminates the need for multiple separate systems and their monthly fees. It's free forever and handles everything in one place. Most clients who try to piece together separate tools end up switching to Fillout anyway because it's simpler and more cost-effective.
You can absolutely still use this. If you collect payments, lead information, or anything to secure services, this foundation works for you. The workflows adapt to however you currently bring clients on board.
Look, I know you've probably heard promises before about systems that will "change everything."
But here's the reality:
Every day you wait, you're still drowning in chaos instead of confidently serving your clients.
So now it's up to you...
You deserve systems that support your success, not sabotage it.
Want Help Building Out Your CRM Hub?
Click here to Learn more about the Strategic Ops Solution Accelerator
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