Business Value Chain for DadsPaidAds.com. Here's how we can structure it:
Tables to Include in the Airtable:
- Offers & Messaging
- Fields:
- Offer Name (Single Line Text)
- Target Audience (Single Line Text)
- Core Messaging (Long Text)
- Product/Market Fit Status (Single Select: Testing, Validated, Needs Revision)
- Associated Content (Attachment or Link)
- Feedback Notes (Long Text)
- Audience Building
- Fields:
- Platform (Single Select: Facebook, YouTube, Instagram, etc.)
- Audience Type (Single Select: Organic, Paid, JV Partnership)
- Growth Tactics (Long Text)
- Status (Single Select: Active, In Progress, Completed)
- VA Assigned (Linked to HR Table)
- Key Metrics (Number Field: Followers, Subscribers, etc.)
- Lead Generation
- Fields:
- Lead Source (Single Select: Workshop, Profile Funnel, Paid Ads, etc.)
- Funnel Type (Single Select: Personal Profile, Paid Ads, YouTube, etc.)
- Status (Single Select: Active, In Progress, Completed)
- Number of Leads Generated (Number Field)
- Tools Used (Linked to Tools Table)
- Assigned Team Member (Linked to HR Table)
- Sales Conversion
- Fields:
- Conversion Method (Single Select: Paid Trial, Call, Workshop)
- Lead Source (Linked to Lead Generation Table)
- Conversion Rate (%) (Formula Field)
- Salesperson Assigned (Linked to HR Table)
- Follow-Up Notes (Long Text)
- Revenue Generated (Currency Field)
- Client Fulfillment
- Fields:
- Client Name (Single Line Text)
- Onboarding Status (Single Select: Not Started, In Progress, Completed)
- Success Manager (Linked to HR Table)
- Fulfillment Notes (Long Text)
- Client Lifetime Value (Currency Field)
- Tools Used (Linked to Tools Table)
- Scaling Operations
- Fields:
- Bottleneck (Long Text)
- Status (Single Select: Identified, In Progress, Resolved)
- Resource Allocation (Currency Field)
- Process Owner (Linked to HR Table)
- Automation Involved (Checkbox)
- Notes (Long Text)
- HR (Team Members)
- Fields:
- Name (Single Line Text)
- Role (Single Select: Marketing Assistant, Sales Rep, Client Success Manager, etc.)
- Assigned Tasks (Linked Record)
- Availability (Single Select: Full-Time, Part-Time, Freelancer)
- Contact Info (Email or Phone)
- Tools
- Fields:
- Tool Name (Single Line Text)
- Type (Single Select: Airtable, Go High Level, etc.)
- Use Case (Long Text)
- Subscription Cost (Currency Field)
- Integration Status (Checkbox)
Relationships Between Tables:
- Offers & Messaging ↔ Audience Building: Link audience growth efforts to specific offers.
- Audience Building ↔ Lead Generation: Link platforms and methods to lead sources.
- Lead Generation ↔ Sales Conversion: Track the path from leads to converted clients.
- Sales Conversion ↔ Client Fulfillment: Connect successful conversions to fulfillment.
- Scaling Operations ↔ All Tables: Use bottlenecks to identify which table/area needs focus.
Next Steps:
- Create the Tables in Airtable.
- Set Up Views:
- Example: Kanban for Status, Calendar for timelines, Grid for detailed data.
- Automate Tasks:
- Automate status updates, email reminders, and resource allocations.
Would you like help creating this Airtable structure, or do you want to start with a specific table?