Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

41. Automations for Financial Experts with Ashley Pendergraft

April 24, 2024 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 41
41. Automations for Financial Experts with Ashley Pendergraft
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
41. Automations for Financial Experts with Ashley Pendergraft
Apr 24, 2024 Episode 41
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance 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 member
  • How 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.

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Show Notes

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 member
  • How 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.