41. Automations for Financial Experts with Ashley Pendergraft Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

In this episode, I am joined by Airtable expert Ashley Pendergraft of Systems Over Stress.

With Systems Over Stress, Ashley specializes in setting up group programs, masterminds, and memberships in Airtable.

Ashley shares how she got started with systems and what led her to use Airtable over other free and popular options.

In this episode:
The reasons systems and automations are not optional for Ashley Why Airtable is Ashley’s preferred platform and she considers it a team memberHow to decide which software is the best for your systems
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Ashley
Website: systemsoverstress.co
YouTube: Systems Over Stress

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the Show.