Watch Me Design A Monday.com CRM For A Shuttle Service Company

JOIN MY AUTOMATION COMMUNITY and GET YOUR FIRST CUSTOMER, GUARANTEED 👑
https://www.skool.com/makerschool/about?ref=e525fc95e7c346999dcec8e0e870e55d

Uploaded 20-06-24

Watch me build my $300K/mo business live with daily videos + strategy ⤵️
https://www.youtube.com/@nicksaraevdaily

GET THE WHIMSICAL HERE ⤵️
https://whimsical.com/shuttle-service-crm-H4UVMzNmDna4eVt5vzNMjw

SUMMARY ⤵️
@futurizerush asked how I'd design a CRM for a shuttle service company and I thought I'd oblige! This one is a little on the denser side so rewind as needed until you understand the idea of why the 3-part system is the best approach here—passengers, agents, and orders. Approaching CRMs like this also lets you pretty seamlessly automate using Make.com or another no-code tool.

WHAT TO WATCH NEXT 🍿
How I Hit $25K/Mo Selling Automation: https://youtube.com/watch?v=T7qAiuWDwLw
My $21K/Mo Make.com Proposal System: https://youtube.com/watch?v=UVLeX600irk
Generate Content Automatically With AI: https://youtube.com/watch?v=P2Y_DVW1TSQ

MY TOOLS, SOFTWARE DEALS and GEAR (some of these links give me kickbacks—thank you!)
🚀 INSTANTLY: https://instantly.ai/?via=nick-saraev
🧠 SMARTLEAD.AI: https://smartlead.ai/?via=nick-saraev
📧 ANYMAIL FINDER: https://anymailfinder.com/?via=nick
🚀 APOLLO.IO: https://get.apollo.io/bisgh2z5mxc1
👻 PHANTOMBUSTER: https://phantombuster.com/?deal=noah60
📄 PANDADOC: https://pandadoc.partnerlinks.io/ar44yghojibe
📝 TYPEFORM: https://typeform.cello.so/rM8vRjChpbp
✅ CLICKUP: https://clickup.pxf.io/4PQo61
📅 MONDAY.COM: https://try.monday.com/1ty9wtpsara2
📓 NOTION: https://affiliate.notion.so/3viwitl53eg7
🤖 APIFY: https://www.apify.com/?fpr=98rff
🛠️ MAKE: https://www.make.com/en/register?pc=nicksaraev
🚀 GOHIGHLEVEL: https://www.gohighlevel.com/30-day-trial?fp_ref=nicksaraev
📈 RIZE: https://rize.io/?via=LEFTCLICKAI (use promo code NICK)
🌐 WEBFLOW: https://try.webflow.com/e31xtgbyscm8
🃏 CARRD: https://try.carrd.co/myjz1yxp
💬 REPLY: https://get.reply.io/yszpkkqzkb8f
📨 MISSIVE: https://missiveapp.com/?ref_id=E3BEE459EB71
📄 PDF.CO: https://pdf.ai/?via=nick
🔥 FIREFLIES.AI: https://fireflies.ai/?fpr=nick33
🔍 DATAFORSEO: https://dataforseo.com/?aff=178012
🖼️ BANNERBEAR: https://www.bannerbear.com/?via=nick
🗣️ VAPI.AI: https://vapi.ai/?aff=nicksaraev
🤖 BOTPRESS: https://try.botpress.com/ygwdv3dcwetq
🤝 CLOSE: https://refer.close.com/r3ec5kps99cs
💬 MANYCHAT: https://manychat.partnerlinks.io/sxbxj12s1hcz
🛠️ SOFTR: https://softrplatformsgmbh.partnerlinks.io/gf1xliozt7tm
🌐 SITEGROUND: https://www.siteground.com/index.htm?afcode=ac0191f0a28399bc5ae396903640aea1
⏱️ TOGGL: https://toggl.com/?via=nick
📝 JOTFORM: https://link.jotform.com/nicksaraev-Dsl1CkHo1C
📊 FATHOM: https://usefathom.com/ref/YOHMXL
🛒 AMAZON: https://kit.co/nicksaraev/longform-automation-content-youtube-kit
📇 DROPCONTACT: https://www.dropcontact.com/?kfl_ln=leftclick
📸 GEAR KIT: https://link.nicksaraev.com/kit
🟩 UPWORK https://link.nicksaraev.com/upwork
🛑 TODOIST: https://get.todoist.io/62mhvgid6gh3
🧑💼 CONVERTKIT: https://partners.convertkit.com/lhq98iqntgjh

FOLLOW ME
✍🏻 My content writing agency: https://1secondcopy.com
🦾 My automation agency: https://leftclick.ai
🕊️ My Twitter/X: https://twitter.com/nicksaraev
🤙 My blog (followed by the founder of HubSpot!): https://nicksaraev.com

WHY ME?
If this is your first watch—hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what *real* systems that make *real* revenue look like!

Hopefully I can help you improve your business, and in doing so, the rest of your life :-)

Please like, subscribe, and leave me a comment if you have a specific request! Thanks.



Learn mor

Learn more about your ad choices. Visit megaphone.fm/adchoices