"Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll."

"Ashley's Airtable ticket system and Dubsado proposal templates saved me SO much time. Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll. The setup was seamless, the Loom tutorials made everything crystal clear, and they fit my brand vibe perfectly. I've been able to streamline my client onboarding and support process without the headache of figuring it all out myself. After servicing clients all day, my brain was already done. So having these products was a lifesaver. If you're a service provider who values your time and wants something that just works, grab these templates. You honestly won't regret it!"

D. Lemonte

View your lead's info + take notes on their goals, challenges and any internal notes all within Airtable. 

Template now includes an editable interface page for you to take notes, link a lead to an available project date, and more!

consult call notes + availability dashboard

Keep up with your offer suite, deliverables, offer phases and how well your offers are performing!

Trying to pull data from multiple tools/forms can be a pain! Using Airtable, I send an on-brand form to all of my clients to gather their feedback, and have the ability to view it all in a single place. 

Service / product  manager + feedback tracker

"I used to give my clients way too much freedom to pick and choose when they started working with me, instead of me telling them my available start dates..." Sound familiar?

Now, at the start of the year, I map out ALL project start dates for my services. I build in breaks for when I may want to take a vacation, the holidays, or to simply rest.

Airtable Availability Planner

Using the lead tracker I'm able to, at a glance, see all leads that have inquired to work with me, where they've found me and what their current conversion rate is. I can then use additional views or the Interface view to see my monthly/quarterly conversion rate as well as how well my business performs across industries and social media platforms.

The mini-training includes tips on setting up automation and zap recipes to automatically add and/or adjust the lead data from Dubsado to Airtable. 

Airtable Lead Tracker

Once you enter in your biz metrics, the interface automatically updates!