Business OS

One system. Your whole business.

A three-month engagement to design and build your Business Operating System on Airtable — so your leads, clients, projects, and reporting all live in one connected place instead of scattered across spreadsheets, inboxes, and sticky notes.

What this is

Most founders don't have a visibility problem — they have a systems problem. They know what's going on, but only because they're holding it all in their head. The moment they step away, things slip.

The Business OS engagement gives you a single, structured Airtable base that connects every part of your operation: where your leads are, how clients move through your pipeline, what the team is working on, and how the business is performing. Then we layer in the automations to keep it updated without you lifting a finger.

Three months. Three phases. One system that actually reflects how your business works.

What gets built

  • CRM — leads pipeline from first contact to signed client
  • Client onboarding workflow — automated from contract to kick-off
  • Project & task management — linked to clients and deliverables
  • Reporting dashboards — revenue, pipeline, capacity at a glance
  • Tool integrations — email, forms, calendar, and invoicing connected in

How it's delivered

M1

Foundation — CRM & Leads

We start by understanding how your business actually works today — who your clients are, how leads come in, and where the process breaks down. From there we design and build the Airtable base structure, starting with the CRM and leads pipeline. By the end of month one you have a working, properly structured foundation.

M2

Operations — Projects & Onboarding

We build out the operational layer: project tracking, task management, and client onboarding. Everything links back to the CRM so you can see a complete picture of every client relationship in one view. We also begin connecting your external tools — forms, email, calendar.

M3

Automation & Handover

The final month is about making the system work for you without manual effort. We build the automations that keep records updated, trigger onboarding steps, and notify the right people at the right time. We finish with reporting dashboards, full documentation, and a handover session so you and your team feel confident using it.

What you walk away with

  • A fully built, custom Airtable base — yours to own and extend
  • Automations running via Make or Zapier (licence not included)
  • Full documentation so your team knows how everything works
  • Handover session with your team included
  • 30 days of post-launch support for questions and tweaks

Not sure if Airtable is the right fit for your business? I can help you work that out before we commit to anything.

Ask a question
Investment
£1,500
per month
Duration 3 months
Total £4,500
Billing Monthly in advance
Start a conversation

First month billed at the start. Cancel before month 2 or 3 if scope changes — we'll talk it through.

Get in touch

Let's figure out
what you can systemise and automate

Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.

Free discovery call

We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.

Quick turnaround

Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.

You own everything

Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.

I typically respond within one business day.