I’m struggling to understand why each offer needs its own base. I thought it’d be better if they’re centralized in one base so you don’t need to rely on sync tables but I’m sure I’m missing something
Great question, Sara! We recommend one offer per Base because often times each offer has it's own support features, coaching call calendars, onboarding form questions, results tracking forms, etc. So it keeps it much more organized to separate the delivery management of each offer into its own base. We do have a Sales Hub that ALL sales go into that serves as the one Base that has all of our clients, but for the Client Hubs that manage all of the moving pieces of the individual offers, we keep that separate! That make sense?
I’m struggling to understand why each offer needs its own base. I thought it’d be better if they’re centralized in one base so you don’t need to rely on sync tables but I’m sure I’m missing something
Great question, Sara! We recommend one offer per Base because often times each offer has it's own support features, coaching call calendars, onboarding form questions, results tracking forms, etc. So it keeps it much more organized to separate the delivery management of each offer into its own base.
We do have a Sales Hub that ALL sales go into that serves as the one Base that has all of our clients, but for the Client Hubs that manage all of the moving pieces of the individual offers, we keep that separate! That make sense?