04 Portal and backend

Every lead, call and dollar in one place you can open yourself

A CRM, automations and a client portal tie the other three parts together. You see where each lead is, your new buyers get a proper onboarding, and our share is worked out from numbers that match your payment processor.

Watch how it works

How we do it

Seven steps, in this order

Trust needs visibility. You never have to take our word for a number, because every figure comes from a system you can open.

  1. 01

    Name an owner for each system

    Who is responsible for each stage, who pays for each tool, and where logins live. Subscriptions sit in your name.

  2. 02

    Choose the CRM to fit

    A sales CRM for a fresh offer, your current one if it works, a simple sheet only at very low volume.

  3. 03

    Map the lead path first

    Welcome, reminders, no-book, no-show, no-close and deposit branches, each with its own sequence and tag.

  4. 04

    Wire the automations

    Form to CRM, tags to email, payment to tracker, team alerts for every booking and payment.

  5. 05

    Build buyer onboarding

    After payment, buyers get a welcome, a form and access to the programme or community automatically.

  6. 06

    Build the dashboards

    Funnel, setter and closer numbers on one page, fed by the outcome form after every call.

  7. 07

    Report and reconcile monthly

    Sales, refunds, ad spend and our share, checked against your payment processor.

What you get

What portal and backend includes

01

CRM with pipelines

Every lead from first touch to closed sale, with its source.

02

Automation set

Reminders, follow-ups, onboarding and hand-offs.

03

Payment tracker

Every payment, product, seller and status, updated automatically.

04

Tracking spine

UTMs on every link, stored on the lead at capture.

05

Buyer onboarding

Welcome, intake form and access to your programme.

06

Dashboards

Funnel, rep and ad numbers, week on week.

07

Weekly pattern review

Low-scoring sources, repeat objections and common pains.

08

Monthly statement

Sales and our share, matched to your processor.

Formats we choose between

We pick the format to fit you

Systems

  • CRMA sales CRM when a team works leads daily, your existing one if it is sound.
  • AutomationsTime savers first: alerts, CRM entry and reminders. Text messaging only after consent steps are done.
  • OnboardingA community for content that changes often, a course space for lighter programmes.

Reporting

  • Weekly viewFunnel and rep numbers for the team review.
  • Monthly reviewA business review from raw data, for you.
  • PayoutA monthly statement and transfer, with dashboard access for both sides.

What we measure, what we avoid

The numbers we watch every week

  • Leads by source
  • Time to first contact
  • Leads never contacted
  • Stage conversion
  • Cash after fees
  • Refunds
  • Ad spend
  • Statement against processor

Automation as the growth plan

It saves time. It does not create demand.

One person on the whole funnel

Outreach, conversations, booking and reminders are separate jobs.

No source on the lead

Without it, every ad decision is a guess.

A tracker with no owner

Every sheet needs one named person.

Untested connections

Every integration runs a dummy lead before real data touches it.

Next part of the engine: 01

Offer and funnel

Next step

See if your audience is a fit

Watch the walkthrough, answer six questions, pick a time. The call is with one of the three partners.

ApplyWatch how it works