Airtable Lead Qualification and Client Onboarding Automation
Challenge: Inconsistent manual lead handling let a qualified lead slip through and cost the agency a client.
Action: I built an Airtable workflow that filters unqualified leads, blocks duplicates even when formatting differs, and routes each qualified client to the right account manager on submission.
Result: Every lead is handled the same way, assigned instantly, and logged with who received it and when.