Manage episode 509808415 series 3496565
Think your 1:1 services are “too custom” to systematize? Meet Allie, a data-backed marketing strategist who tracks the right KPIs so her clients invest time, energy, and money where it actually moves the needle. In this episode, we break down how she uses Systems Over Stress + the Airtable Client Hub to run truly custom monthly reporting across clients—while her assistant preps 85–90% of each report, Allie adds insights, and a single click sends to the client.
We cover the before/after (spreadsheets, Docs, and tab sprawl → one hub), proactive client updates, SOPs embedded in the interface, and how this workflow cut delivery time from three weeks to one week—and unlocked capacity to double or even 4x her roster without the chaos.
Doors to Systems Over Stress are open—join by October 6 for a free 3-hour VIP Build Day.
50 episodes