Project Goals: Build a centralized Airtable system to manage sponsorship prospects, active sponsors, and sponsorship contracts.
Solution: Created linked tables to track prospects and sponsors, enabled conversion from prospect to sponsor, generated sponsorship contracts from records, automated PDF contract creation, securely stored contracts, and automated contract email delivery.
Impact: Reduced manual work, improved sponsorship tracking, and streamlined contract creation and delivery for faster sponsor onboarding
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Project Goals: Automate lead capture and client onboarding for a social media agency.
Solution:
Built a lead-to-onboarding automation using Calendly, Airtable, email automation, Google Drive, Stripe, and Fillout. Booked calls sync to Airtable, reminders are sent automatically, leads are routed post-call, contracts and payments are tracked, and onboarding forms trigger automatically with data saved back to Airtable.
Impact:
~95% less admin work, no manual follow-ups, and a fully automated onboarding process.