How Padel Program AI has structured its customer support with a duplicable Notion template.
From zero to scalable process: complete modular template for supporting Padel investors with automatic business plan generation.
PadelProgram.ai, investment consultant for padel projects, needed to create a duplicable support template for its clients from the launch of its activity. Thanks to a modular Notion template coupled with Make and AI chatbot ChatGPT, the company now has a robust and scalable process that enhances its premium image.
Context & Issues
PadelProgram.ai supports entrepreneurs in investing in padel projects. At the launch phase of its activity, the company needed to create a duplicable support cockpit to structure its support.
Main challenge: starting from scratch to design a scalable system. Each new client needed to have their own personalized workspace without manual reconstruction. The stakes were twofold: professionalizing the brand image while preparing for growth.
Without a structured tool, the support risked lacking coherence. Scalability represented a critical issue for future commercial development.
Method
After a complete audit of the needs of PadelProgram.ai, we developed a structured approach in several phases. We first analyzed the company's vision and identified the necessary information flows for client support.
This analysis allowed us to design an optimal data architecture in Notion with interconnected modules suited for padel investment consulting. We then established a deployment roadmap together based on operational priorities.
The approach favored modularity to ensure easy duplication while maintaining coherence in the support of each investment project.
Deployed Systems
Complete modular Notion template We designed a Notion template tailored for padel club projects, including several interconnected sections:
Investment assumptions module with customized entry for financial parameters. Investors can adjust their data in real-time according to their project.
Integrated automatic charts generating estimates of revenue, forecasted net profit, and key indicators. These visualizations facilitate understanding of projections.
Interactive timeline presenting project milestones with associated tasks. This roadmap guides investors in creating their club.
Training section with direct access to educational resources. Investors instantly access the available content.
Partners directory listing recommended service providers with integrated contacts to facilitate connections.
Intelligent AI chatbot ecosystem The system includes several virtual assistants addressing the issues of padel clubs:
Four areas covered: administration, financing, marketing, and operations. These assistants provide contextualized answers to recurring questions from investors.
Integrated support with direct connection to the Padel Program AI team. This feature ensures responsive support for complex questions.
5-year business plan automation We implemented automatic generation of financial documents: The system automatically transforms the entered data into a 5-year financial forecast balance sheet. This automation produces institutional quality banking documents in just a few minutes.
Impact Business
Institutional Quality Standardized Service Padel Program AI now has a solution to provide a consistent service to all its clients. This standardization reinforces its image and credibility with investors and financial institutions.
Bank Documents in 5 Minutes Automation generates bank-quality financial forecasts in minutes. Investors quickly obtain the necessary documents for their financing processes.
24/7 Support via Dedicated AI Chatbots allow investors to receive immediate technical answers. This availability enhances the customer experience and reduces the support burden on the team.
Integrated Training Ecosystem and Network Direct access to training and partner networks enhances support. Investors benefit from a complete ecosystem to succeed in their projects.
We called on Parabellum Systems for the implementation of our CRM on Notion as well as several automations, the result is excellent! Clément is very responsive, accessible, and attentive; he quickly understood our needs and proposed tailored solutions with high added value. I highly recommend it to any organization wishing to gain clarity, efficiency, and productivity.
– Clément Founder.
