Five tools became one hub.
Sales ran across five separate tools, every number checked by hand.
We mapped a sale, lead to payout.
Every step a lead takes, every step a payment takes, and where the two stopped matching.
Then the Sales Hub.
One hub. Every closer, every payment, every number in one place, with payouts that follow the cash.
Pipeline
Every lead owned, every call accounted for
Calls
Booked, held, outcome, all in one view
Payments
What was promised against what arrived
Payouts
Cash basis, computed, not reconciled
One place for every number.
Five tools and a weekly reconciliation became one hub that every closer and every payment runs through.
In brief.
SHEfit is an online coaching business whose sales ran across five separate tools, with every number checked by hand. Calls, payments and payouts lived in three places, with a person doing the arithmetic between them every week: calls held were counted by hand, renewals never happened, and payouts were reconciled rather than computed. Symbaiotic mapped a sale from lead to payout, every step a lead and a payment take, and where the two stopped matching. The SHEfit Sales Hub replaced the five tools with one: every lead owned, every call booked, held and given an outcome in one view, what was promised set against what arrived, and payouts computed on a cash basis. Five tools and a weekly reconciliation became one hub that every closer and every payment runs through, delivered and in daily use.
Status: Delivered and in daily use. Page dated 3 October 2026.
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