You don’t have to do that with Airtable because you’re able to separate the two while still keeping them linked. I know a lot of service-based freelancers will us a program like Dubsado or 17hats to manage clients, but use Trello or Asana for their projects. Managing your clients and managing your workload requires a totally different mindset. (Another video? Yups! I had more to say on this.)ĪIRTABLE VS. Essentially, every time a new record is created (see :: someone submits a form), your zap would 1) add that contact to your email list and 2) funnel them through a sequence that automates the delivery of things like welcome packages and contracts and follow-ups. I get more in-depth with this in my course but in short, you could create a zap via Zapier to make the two platforms play nice. If your email marketing service (like ConvertKit, Mailerlite, ActiveCampaign, etc.) uses automations, you could always integrate your Airtable Base to handle some of your stages for you. I would recommend you DUPLICATE the table without records and essentially archive your “old” table or even export it as a spreadsheet in case you would ever want to reference it again. After all, I may think of something or someone who is a good fit and I want to have that person’s information to refer to.You can also create a new table for each quarter or year, depending on your workload. Likewise, if I host a consult call and that person and I aren’t a good fit, I prefer creating a NOT A GOOD FIT checkbox field over deleting the person. I then apply a FILTER to remove from view any ARCHIVED entries. What happens when you’ve completed a project? I’m personally not a huge fan of deleting client information, which is why I create an ARCHIVED field with a checkbox. This way, your Calendar View will show that on that 30 day mark, it’s time to show up for miss Joan. Whatever date you completed the last stage on, you would then add 30 days to that and replace your DUE DATE with this new DUE DATE. We are waiting for our FIRST FOLLOW-UP with her, which I’ve indicated should take place 30 days later. You’ll see that the first entry of the table is Joan Jett at the POST-PROJECT phase. The way I’ve set this up is by including a DUE DATE as well as prompts within the stages. This allows you to keep track of what has been done, what is coming due, and ensures you don’t miss anything important, like a contract or a payment. Within each phase, I’ve established different stages of delivery. As I alluded to in the Kanban View, this example has us rolling out with 3 project phases :: pre-project, project, and post-project.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |