CRM System Development for Pathway to Possible Consulting

Every enquiry that waits too long is a client who may book with someone else. In this video, I walk you through the CRM I built in Airtable for Pathway to Possible Consulting, a coaching business that needed its leads, contracts and payments in one place.

You will see the full journey: a lead submits the form, the budget is checked against the minimum package price, qualified leads get a booking email automatically, and the officer moves them through discovery call, proposal and contract.

When a deal is won, the client record and invoice appear on their own, and once payment is made, the onboarding email goes out with the intake form and kickoff link.

I also show the dashboard built with Airtable Interfaces, with the pipeline board, follow-ups due today, overdue invoices and clients waiting on onboarding.

Modeled results for a business like this: 12 hours saved monthly, 10% of unqualified leads filtered before a person sees them, zero duplicate client records, and 2 extra clients a month at a 5-point conversion lift.

If your leads are scattered across your inbox, DMs and spreadsheets, I would love to build this kind of system for you. Book a discovery call using the link below to get started!

https://systemswithrebecca.lovable.app