A systematic approach refined through years of experience. Each step is designed for clarity, efficiency, and exceptional outcomes.
We sit with the people who actually do the work and map how data moves through your business today. Every spreadsheet, email handoff, and copy-paste step is documented so nothing gets lost in the rebuild.
We design a relational schema with linked records, lookups, and rollups instead of one giant flat table. The schema is reviewed against Airtable's record and permission limits so it still works at three times your current volume.
Native automations handle notifications, status changes, and record creation; Make, Zapier, or n8n connect Airtable to your email, accounting, and messaging tools. Complex logic gets custom scripts with proper error handling.
Each role gets an Interface Designer view that shows only what they need — sales sees pipeline, operations sees fulfillment. External clients get a Softr portal so they never need an Airtable seat.
We import and deduplicate your existing data, then run the old and new systems in parallel for a defined period. Edge cases surface in days rather than after the old system is gone.
Your team gets hands-on training plus a documented guide to the base structure and every automation. The goal is that you can extend the system yourself and only call us for the hard parts.
We believe in radical transparency. You'll always know where your project stands and what comes next.
Progress reports every week
Communicate with your team
Clear deliverable checkpoints
Complete technical handoff
Let's begin with a conversation about your project goals.
