RELATIONSHIP DATABASE AIRTABLE TEMPLATE (Automated)
Track your relationships easily and precisely using this customizable and automated Airtabale Template!
PS - purchasing this product will add you to my email list. You can unsubscribe anytime!
DISCLAIMER!
This template is perfect if you’ve got a bit of tech confidence. No need to be a coding genius, but if tech isn’t your jam, you might hit a few roadblocks.
If something I built isn’t working, I’ve got your back and will fix it ASAP! This does not include if you break something.
For extra hand-holding or more in-depth help, you’re welcome to hop on a paid strategy call with me!
Now, onto the FAQs!
Does this send automated messages to my connections? I don't want to sound like a robot!
NOPE! The automations are there purely to remind you when its time to follow up with someone, as well as keep your database organized. This frees you up to write a super personal message and send it at the perfect time to that lead you're nurturing or that referral partner you want to stay connected to.
What's the ROI on this?
Well - how much money did you lose by NOT following up with a lead recently? By NOT keeping in touch with that referral partner? By NOT nurturing your audience?
How much is this worth?
I typically build these custom for my clients for $1k+ !
Can I start using this instantly?
You will need 5 - 10 minutes to turn on the Automations and make a few key customizations so everything points to your business!
Do I need to pay for Airtable?
Nope! You need to sign up for the free version of Airtable - which takes about 2 seconds.
Does it include any training to help me get started?
Yes, easy-to-follow guides take you through setup, using forms, and automations.
What does this help me keep track of?
It helps you track connections, leads, interactions, and essential updates all in one place.
Why can’t I just use my scraps of paper or spreadsheet for this?
Unlike paper or spreadsheets, this Airtable database keeps everything organized and searchable, emails you automated reminders so you never forget to contact someone, and reduces the risk of data loss or errors.
Can I start using this immediately?
You must spend 5 - 10 minutes setting up your Airtable for YOU. I include video + written instructions, so you know exactly what to do. Then, you're off to the races!
Why would I buy this and not the non-automated version?
The biggest issue I hear from those with a lead tracker is that it goes unused. The automated version takes care of that by reminding you to stay on top of your leads and relationships, ensuring your tracker works for you—not the other way around.
OK but I REALLY don't care about the automations.