Can you describe the problem you aimed to solve with No Code?
A founder that I am advising has been selling selling selling his startup to teachers and creators. All-day, every day. Zoom meeting after zoom meeting. Podcast after podcast. He's doing an awesome job.
He started compiling a list on Monday.com to track the meetings and interactions he's having. The problem is that after any of these meetings, there is really no follow-up or time. He needs a solution that:
- Automatically tracks the contact
- Tracks the Date and Time of each meeting
- Rates the quality of the contact or interaction
- Reminds him that he should be following up in some way.
Tell us about the solution.
Instead of actively inputting the information into Monday.com, I looked to leverage the things he was already using to pull out the pertinent data.
His meetings were being scheduled using Calendly. We could have the contact offer up more of the information that we need from them and send it over to Airtable using Zapier.
We would check to see if the contact already exists and if not, create a new one. On another table in Airtable, we log each meeting that is had. In several instances, there are more than 1 meeting over time and we want to know that.
With all of our meetings and contacts in Airtable, we can set some personal service level agreements (SLA's). We're leaning on the technology to create the right behaviors for our founder friend here.
With all of this information organized and talking to each other, there are so many things that we can do from here:
Here are a few examples:
- Rollup of # of meetings
- Automate outreach messages if the last meeting is > 30 days
- Segment by contact rating
- Segment by contact type
- It's really kind of endless
- Contacts missing data
Zapier, Calendly, and Airtable
What was the most challenging part of implementation?
Getting the meetings and the contacts to populate correctly. What is a new field vs what is a lookup. There is also some tinkering that happens when we're connecting Zapier to different field types.
Return on investment or wins generated thus far?
I saw his shoulders drop when we were on a call. Just knowing that this stuff was going to be addressed was already relieving a lot of stress. He has spent so much time and energy talking to these folks and he wants to keep them excited about joining his platform.
Advice to other No Code Operators looking to implement a similar solution?
People, process, THEN technology. I find a lot of companies try to push the technology and automate things because they can. Always ask, what is the outcome or behavior I'm trying to achieve.
How can people get in touch with you to learn more?
Book time with me here.