Collect interest with a fast-loading page on Carrd or Webflow, connect Tally or Typeform to Airtable, and enrich with notes about pains and goals. Attach source, campaign, and last touch. Every new contact triggers a warm email, a calendar booking option, and a checklist for discovery. Keep the data tidy so every follow-up feels timely, relevant, and unmistakably human, even when automated.
Use Calendly or TidyCal to expose only focused slots tied to your energy peaks. Send a short pre-call form that captures expectations and files. Automate calendar invites, reminders, and a gentle day-before nudge. If the booking lapses, send a simple reschedule note. After the call, trigger a thank-you, notes summary, and next steps. You will close faster because clarity arrives earlier and stays organized properly.
Start with tables for Contacts, Deals, Projects, Tasks, and Invoices. Link records so a single contact reveals all related deals and tasks instantly. Use single select fields for stage, priority, and status. Create filtered views for today, this week, and blocked. Keep naming conventions predictable. Simplicity wins because you will actually maintain it, and maintenance is the unpaid intern your future self deserves.
Assemble one dashboard with today’s tasks, urgent emails, unpaid invoices, and upcoming calls. Show only what needs action. Add subtle color cues, not fireworks. Include a quick-add form for new tasks from mobile. Link to a weekly review page that summarizes metrics and commitments. This cockpit becomes your morning launchpad, guiding attention without decision fatigue and helping you end days decisively finished.
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