If you already have systems in place or have a plan for your software (even if you don't know WHICH software) then you are in the right place.

The first step is a Systems Consult. This is a package of two sessions to scope your project and create a work plan. Your anticipated investment will be provided at the end of the two sessions. Projects usually land in the $3,000 - $5,000 investment range, outside of the initial Systems Consult investment.

If you would like to chat before taking the leap, please schedule a free Discovery Call or fill out my contact form!

Case Studies
Here is just a very small sample of what can be built!
Wedding & Event Industry
I have created complex automated client relationship management as well as staffing Airtable bases for wedding venues. I have also worked with other vendors to use either Airtable or Dubsado to track and gather information from wedding clients to ensure the perfect client experience.
Placement Agencies
I have worked with countless Placement Agencies to build complex automated tracking systems for their firms. This has been accomplished with a mix of Zapier, Airtable, and Jotform. I have also utilized Dubsado for some agencies.
Using Airtable, I was able to create robust accrual calculators, track income with various payment processors and make month end a breeze for large corporations.
Using a mix of Airtable, Zapier, Jotform, On2Air, and Google Data studio, I created a robust project bidding and tracking base for a high volume construction company. Using these tools meant they could process new leads at a higher volume, adjust bids in real time, and see the value of their pipeline through robust dashboards. They use Airtable as their centralized business management tool.
Financial Services
Using Airtable, I was able to help a client in the financial services industry track incoming clients, process income and payouts, and create more robust reporting within their Airtable base.
Personal Training
Using Airtable, my client was able to capture and track client-entered data, run reports and track progress. Using shared views, they were able to allow the client to see their personal data.
Book Your Systems Consult Now
Choose Your Adventure:
Made on