Client Relationship Management
B2B Services

Client Onboarding Workflow

Create an Airtable base for client onboarding, with tables for clients, tasks, and statuses. Automate email communications and task assignments using Zapier or Make.com integrations.

Many possibilities
Clone 100s of pre-built Airtable Templates
We begin by understanding your needs

Which mission are you on?

Airtable Specialist
Get the most out of my Airtable system.

Gain the skills to turn your ambitious ideas into reality.

Efficiency & Optimisation Specialist
Automate the mundane, remove the inefficiencies.

Get the most out of Airtable and other noCode tools.

Ambitious Builder & Power User
Make your vision a reality sooner, not later.

Let's bring your game-changing ideas to life, fast.