done-for-you Airtable setup
Does setting up Airtable to make it work for your complicated multi-pronged business sound like your worst nightmare? Sounds like my dream. Gimme the deets and I’ll get it done!
The Done-For-You Airtable Setup includes:
Process Mapping Session where I help you determine the best possible experience for your team (and your clients, if applicable) as you manage your business.
Creation of 1 Airtable Base designed with the fields required to track key information and manage your business as it grows and scales.
Automation implementation! If you have a paid Airtable account, your Automations will be set up to make managing your base and emailing your clients much easier.
Interface Design & Setup - Airtable's Interface Designer is a GAME CHANGER when it comes to you and your team managing your business. Easy-to-use interfaces will be set up for you to intuitively use your new process.
Dashboard creation in Interface Designer- whatever data can be dashboarded to provide you an overview of your business, will be. Common examples include number of projects/contacts, time spent, money earned, etc. The dashboard you get will be specific to the data hosted in Airtable.
Copywriting for all of your automated emails as identified in the process mapping session!
BONUS! Support or implementation of up to 3 Zaps to help automate your process OUTSIDE of Airtable. This is especially useful for getting ALL information from other platforms INTO Airtable so that your dashboards are extra comprehensive.
Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
30 days of follow-up Slack support & access to an exclusive Airtable Next Steps Guide & training library to help you learn while you are getting the hang of things
You'll Leave with:
A completely implemented Airtable system with built-in automation & reporting!
So, how does this work?
Proven & Fool-Proof
Signature Done-For-You AIRTABLE Process
YOUR TIME COMMITMENT:
15 minutes
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Step one: hello
DID WE JUST BECOME
BEST FRIENDS?
YOU ARE HERE! You are taking the first step to learning about all of the ways that systems can change your life and how *I* can help you get to your end goal.
When you're ready, hit that "Contact" item in the menu to receive alllllllllll of the detailed booking information you'll need.
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
YOUR TIME COMMITMENT:
1 hour
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Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
LET THE MAGIC BEGIN!
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
YOUR TIME COMMITMENT:
2 hour meeting
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Step three: set the strategy
process mapping
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during our process mapping session. Once you work through this one, you’ll be on easy streets until the setup is done!
YOUR TIME COMMITMENT:
3 hours
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Step four: the details
Implementation questionnaire
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
YOUR TIME COMMITMENT:
0 hours!!!
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Step five: i do my thang
time to automate
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
YOUR TIME COMMITMENT:
90 minute meeting
5-15 hours self-guided learning
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Step six: it's done!
offboarding & follow up support
I hope the relationship doesn’t end after I deliver your system setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
5-15 hours self-guided learning
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Step seven: Keep in touch
this doesn't have to be goodbye!
Every project is custom quoted.
Your Airtable Setup investment will start at:
This breaks down to just $0.38 per hour for the 24/7/365 work Airtable will be doing for you.
$3397
get started!
why work with me?
BECAUSE NO ONE (WEIRDLY) CARES MORE ABOUT YOUR OPERATIONS THAN ME.
I have spent yeeearrss creating beautiful, easy-to-use Airtable bases that help busy teams streamline their work! If you need a better way to organize your data, streamline your workflows, automate admin tasks, and set up reporting dashboards, I can get it done for you, quickly and efficiently (with just the right amount of geeky enthusiasm)!
xo, Cait
let's work together
wait wait wait, i gotta question.
How much training do you provide?
✔️ Talking with you extensively about which Airtable features we'll be using in your build,
✔️ Showing you every step of every automation I've created for you,
✔️ Providing a detailed Next Steps Guide AND a video training library to help you learn some key features.
You are still highly encouraged to complete additional Airtable education in order to be proficient in using the tool.
do you recommend this for new businesses?
A Done-For-You Airtable Setup is a great option for anyone at any stage of business. It is especially a great option for TEAMS who cannot be properly served by other tools like Dubsado and HoneyBook. You will get the MOST out of it if you have at least a general idea of your key client touchpoints throughout your services.
how long does an Airtble Setup take?
not sure which package is best for you?
here are your options
done-for-you airtable setup
Does setting up Airtable to make it work for your complicated business sound like your worst nightmare? Sounds like my dream. Let me take that off your plate.
learn more
custom dashboard creation
Sick of checking a million places to know what's going on in your biz? Let's build a dashboard that pulls in data automatically to give you a bird’s eye view of your biz.
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strategy session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
