Here's what's possible when your Airtable setup is done right:
✓ Easily track new leads, your conversion rate, and your most popular service at a glance
✓ Manage your capacity with an Availability Planner to track active and available projects
✓ Confidently review your business growth metrics each quarter to make key decisions
✓ Manage your entire group or coaching program from enrollment to feedback to offboarding
✓ Create an email and social media content hub while tracking content performance
✓ Hire new team members with a built-in application and interview feedback tracker
✓ Track your product inventory in real time using custom Airtable views that update automatically
✓ Launch a new offer with your launch emails, application, and content all in one Airtable database
No more pieced-together spreadsheets. No more flying blind on your own numbers. Just clean, organized Airtable bases with automations running behind the scenes so your data actually tells you something useful.
You're making business decisions based on data scattered across spreadsheets, sticky notes, and that one Google Doc you haven't opened since Q1. You deserve better than that. Your business deserves better than that.
Airtable is the data management tool that finally makes your information work FOR you. Whether you need an Airtable CRM, an Airtable project management setup, or a full Airtable database to run your entire operation, the right Airtable consulting and integration makes all the difference.
Your Airtable consulting package covers everything from initial strategy to final walkthrough. No Airtable templates dropped in a folder and left for you to figure out. A real, done-for-you build rooted in how your business actually operates.
Every Airtable build starts with understanding how YOUR business actually runs.
Throughout this process, we'll work 1:1 to develop and optimize your Airtable bases to best suit your unique process flow. During our Planning Session, we'll review your current process steps, identify areas for improvement, define your DREAM Airtable project management setup, and map out your Airtable automations before we build a single thing.
No assumptions or Airtable templates that are pretty but not functional - just strategy rooted in how you actually work.
Average Investment: $5,000
Payment Plan & Financing Available
Once the plan is locked in, I get to work.
I'll build out your custom Airtable bases with automations, quality checkpoints, and seamless triggers unique to how YOU run your business. Your Airtable integration includes a build for up to 3 unique bases, whether that's an Airtable CRM, an Airtable project management hub, a content database, or all three.
Custom Airtable views are set up for every base so you and your team can see exactly what you need without digging through rows of data.
This is your Airtable database, organized the way your brain works.
Average Investment: $5,000
Payment Plan & Financing Available
You'll never be left wondering how to use what we built.
Following implementation, we'll meet to answer any questions and formally kick off your support window. You'll receive a full process resource guide detailing your new Airtable setup, email templates for your most common workflows, a custom video library walking through every base, and Airtable help docs so you feel confident long after we wrap.
No need to contact Airtable support just to figure out your own setup. We make sure you actually know how to use it.
Average Investment: $5,000
Payment Plan & Financing Available
Most people set you up and vanish. That's not how we do things here.
You'll receive 3 weeks of dedicated Airtable support via your Project Hub and ticketing system with email responses to answer questions and make minor account modifications. Real customer service from someone who actually knows your Airtable bases, your automations, and your setup inside and out.
Average Investment: $5,000
Payment Plan & Financing Available
Every build starts with a conversation.
On our Decision Call, we'll discuss the Airtable integration, Airtable CRM, and Airtable project management bases best suited to support your business. We'll map out exactly what we're building, collect any contact information needed to get started, and define your full data management strategy before we touch a single thing.
After you've reviewed the proposal, signed the agreement, and made your initial deposit, we'll lock in your start date and get to work.
Build Your Airtable Integration and Automation
Time to hand it over.
We'll meet 1:1 for at least 2 hours to work through your current process, identify what can be simplified, and map out your full Airtable integration including every base, Airtable views, and Airtable automations.
After the Kickoff Call, kick your feet up. Airtable bases built, automations running, email templates written, and your full Airtable database ready to use within two weeks of our call.
Walk Away With Every Contact, Information, and Resource You Need
Your Airtable consulting doesn't end at delivery.
You'll receive a 60-minute Project Walkthrough call so you feel comfortable and confident with your full Airtable setup from start to finish. After the walkthrough, you'll have dedicated Airtable support and access to a custom video library for an additional 3 weeks.
Every contact, every piece of information, every Airtable help resource you need to run your setup with confidence. No need to contact Airtable support or dig through generic help articles to figure out what WE built for YOU.
Fill out a brief application so I can learn about your business, your current data management setup, and your goals to make sure we're a great fit.
Step 1
TRANSFORMATION
A complete overhaul of how you manage your business data, client journey, and team operations. Your Airtable database becomes the command center your business has been missing.
FREEDOM
The ability to step back, hand things off, and scale because your Airtable project management and data systems are finally structured enough to support it.
OPTIMIZATION
Clean Airtable bases with automations running behind the scenes, custom Airtable views for every use case, and real visibility into your business so you can make smarter decisions faster.
Following our chat, you'll receive a custom proposal to secure your project dates and I'll handle the rest from there.
Step 3
If we're a match, you'll receive a link to join a 20-minute Decision Call or I'll reach out via DM with all the details behind our Airtable consulting process.
Step 2
But when she first stepped away from white-label and on her own, she knew she needed help figuring out and communicating her processes, project timelines, & her availability.
Olivia Lawson runs and manages Google Ads for service providers across the US, typically local businesses.
So while she had the expertise and results, she lacked the confidence needed to show up for her business.
While she’d previously hired someone to set up her Dubsado, “It just didn't seem to take into account both my experience and the client's experience.”
Going solo meant Olivia was doing discovery calls for the first time.
Within a week, Olivia had a new onboarding process & emails that take prospects from inquiry to proposal to signed contract to paid invoice with ease.
She also received new Airtable bases so that Olivia could see her entire business at a glance: lead tracking, project management, client records, and financial metrics all in one place.
The Systems Sprint was a complete rebuild of Olivia's client experience.
With her systems all set up and clarity on her process, she could finally show up as the expert she was.
"It’s 100% attributed to the fact that I am now able to get on calls and be a lot more clear.
That, along with the clarity in my processes and availability, has made me a lot more confident in being able to demand the prices that I should be asking for my services."
Within a month of the Sprint, Olivia landed her biggest client ever. And since then, her yearly revenue has grown by over 40%.
You're in luck. Our Systems Glow Up offer includes a full design and implementation of custom workflows that support your business. Investment ranges from $5,000-$7,500. Maximum results, one investment.
If a full Airtable consulting and integration package isn't the right fit right now, the best next step is hopping on a Decision Call so we can figure out what makes sense for where you are. No pressure, no one-size-fits-all answer.
I'll do my best to fully maximize the free plan first and make sure you're comfortable before recommending an upgrade. If you want access to Airtable's Calendar, Timeline, and custom Airtable views, you'll need the Pro Plan at $24/month. We'll talk through what makes the most sense on our Decision Call.
Your full Airtable database build will be done, wrapped up in a bow, within 3 weeks of our kickoff call.
Nope. Once you've completed your project guide, you can kick your feet up and I'll handle the rest. You'll have at least two weeks to complete the guide before we dive into your Airtable build.
With your capacity freed up to spend it on your business, doom-scrolling on your phone without stress, or spending more time with your kid.
That’s the point of systems — you don’t have to stress over choosing.
With the clear, consistent automations and processes in place, your:
Running a business isn’t as glamorous as they made it out to be.
Especially because you’ve got to run your business and serve your clients — even on the days you don’t want.
When life hits you with one problem after another and your mind’s constantly going, “Shit, I better remember to do that.”
That’s why I build systems that allow your client experience to remain A+, even when you’d rather rot on the couch.