How It Works

This is the journey of Sara Nanchanatt, founder and owner of S.N. Forensics, and how she transitioned from managing data in spreadsheets to centralizing it in a portal, along with the process behind that transformation.

Before

Spreadsheets

  • Manual data entry led to errors and wasted time

  • Invoices required constant updates

  • Difficult to track which networking groups referred to whom, making it hard to compare

Calendly

  • Meetings required manual follow-up and contact entry

Stripe

  • Payments were tracked separately from the rest of her business data

Google Merge Emails

  • Built through spreadsheets and merge tools

  • Not able to view email statistics after

Image of quotes from Sara about the difficulties of using spreadsheets

Portal Onboarding

Sara already had systems that worked, especially her payment platforms. The goal was not to replace them, but to improve what was not working. The portal eliminated the need for spreadsheets and strengthened how she managed and communicated with her contacts. By connecting her existing tools and refining key gaps, we created a central hub that brought her entire business together.

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Everything In One Place

No more jumping between platforms as her existing tools were integrated into a single portal.

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Smarter Content Management

Contacts and email conversations were automatically organized and tagged. While referral sources were tracked.

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Streamlined Communication

Emails were created and sent through the portal's CRM and metrics were tracked through the portal.

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Automated Data Flow

Forms, calendar bookings, and payments are automatically fed into the system.

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Real Time Financial Tracking

Stripe was connected, so every payment was instantly logged and categorized.

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Clear Networking ROI

Each networking group was tracked with costs, referrals, and revenue generated.

After

Contacts

  • A complete view of every relationship, including interactions, tags, and referral sources

Financials

  • Real-time tracking of income, invoices, and outstanding payments

Networking Groups

  • Clear insight into which groups generate the most value

Email Performance

  • Data-driven understanding of what resonates and with whom

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Built For Your Business

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Support

With Red Umbrella, you don’t just get a tool; you get a team dedicated to helping you maximize the portal for your business. We adapt the portal to your business, integrating with the tools you already rely on.

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Customized

Sara’s setup is just one example. The portal can be customized in many ways to fit your specific needs. We work with you every step of the way, from initial planning to onboarding and ongoing support as your business evolves.

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2 For 1

The portal improves how your data is organized, while the built-in CRM helps streamline your operations and marketing. Together, they give you the clarity to run your business with confidence.

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Schedule A Demo

Learn how Red Umbrella Pro can organize your business data into a system that makes sense for your business and adapts as you evolve.