Automation Hack: Custom Airtable Base Build

For those of you who’ve been swept up in the awards buzz this week, I’d like to bring another contender to your attention: enter Airtable, arguably one of the best apps of 2019. And 2018. Who’s counting?

Airtable’s the kind of flexible platform that can scale up and down to suit a huge variety of customisation needs. Part spreadsheet, part database, Airtable keeps your data accessible and secure in the cloud, with the additional benefits of fully customised views designed for ease of use. This isn’t the first time I’ve raved about Airtable - check out more of its offerings and capabilities here.

One of the reasons Airtable works so well across teams is its user-friendly interface options. With multiple customisable views, Airtable can be set up to sort by data fields in a way that’s intuitive even to the most spreadsheet-adverse among us. It’s also a powerful way to centralise interconnecting data sets - with the ability to link...

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Automation Hack: Easy New Customer Onboarding & Payment

For those of us with an entrepreneurial mindset, we get a kick out of the thrill of the chase - of looking for new opportunities for lead generation, of identifying potential new market segments, of inventing new products that can pull in an entire new customer base in one fell swoop. We love the rush of exploring how we can add value to our customer base, all the while increasing our prospects of turning leads into return customers.  

When the fruits of our labour result in new business, it’s a great feeling. 

The admin that can come with a new customer? Not so fun.

Successfully onboarding a new client or customer can be the key to clear communication and, just as importantly, getting paid for your work on time. It’s also important when you’ve got a team working across different stages of your sales funnel. Ensuring that customers make the jump from interested through to integrated is crucial to keep your business wheels turning without a hitch.

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