CRM — Notion Template
🗃️ Open CRM Template →
What to tell the client:
- Open the link above
- Click Duplicate in the top right corner
- This adds the CRM to their own Notion workspace
- You will walk them through how to use it on the onboarding call
What it's for:
- Track every lead that comes from Instagram
- Log DM conversations and follow-up dates
- Know exactly who to follow up with and when
- Buy or Block — every decent lead gets a follow-up date
KPI Tracker — Google Spreadsheet
📈 Open KPI Tracker →
What to tell the client:
- Open the link above
- Go to File → Make a copy to save it to their own Google Drive
- You will walk them through how to use it on the ad launch call
What it tracks:
- Follower growth
- Engagement rate
- Ad reach and impressions
- DMs sent and responses received
- Leads generated and calls booked
💡 On the onboarding call: Cover the CRM setup.
On the ad launch call: Cover the KPI tracker.
✦ SCALE Method · CRM & KPI Setup
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