This educational consultancy was at the starting line of their journey, focused on growing their client base and delivering exceptional value. However, managing leads, meetings, and contacts manually was already proving cumbersome. Our goal? Build a system that would give them the tools to manage their growing business with ease and professionalism.

We began by mapping out their key workflows and how they generated and tracked leads, managed client relationships, and scheduled meetings. We identified the need for a system that not only captured data but actively supported their day-to-day operations, providing clarity and structure as they scaled.

We designed a bespoke system with Airtable as the database backbone. The solution included:

Lead Management: A streamlined pipeline to track prospects from the first inquiry to conversion.

Contact Database: A comprehensive repository for clients and stakeholders, complete with activity logs for seamless follow-ups.

Meeting Scheduler Integration: Linked with calendars to automate meeting setup and reminders, ensuring nothing falls through the cracks.

To support these tools, we implemented online forms for capturing leads, syncing automatically with the Airtable database for instant visibility and action.

To complement their new management system, we designed a sleek and intuitive website that reflects the consultancy’s professionalism and educational expertise. The site combines a polished aesthetic with user-friendly navigation, making it easy for potential clients to learn about services, book meetings, and submit inquiries. With a seamless integration into their Airtable system, the website acts as both a marketing tool and an operational hub, ensuring a consistent and efficient experience for both the consultancy and their clients.

We didn’t just hand over a cookie-cutter solution, we worked collaboratively with the consultancy to refine the system based on their specific needs. Whether tweaking data views, customising fields, or creating tailored reporting dashboards, every iteration made the tools more intuitive and impactful.

We provided hands-on training to make sure the consultancy team could hit the ground running. From adding new leads to managing meeting schedules, every process was made simple and accessible. By the end, the system felt like a natural extension of their workflow, not an additional layer of complexity.

As the consultancy expanded, so did their needs. We’ve continued to offer support, helping them adapt the system for new challenges, such as advanced reporting for client tracking or additional integrations with communication tools. We’re always ready to help them take their next step.

This project turned the overwhelming task of managing a new business into a streamlined, automated process. With clear pipelines, smart scheduling, and accessible client data, this consultancy now has the confidence and tools to grow without missing a beat.

Looking to set up systems that grow with your business? Let’s build something amazing together!