An Airtable campaign planner to centralise Andy Kohler's sales follow-up
Andy Kohler needed to organise prospecting campaigns alongside his sales database in Airtable. The system was optimised to turn it into a centralised outreach planner.
The starting point.
Campaign planning needed to connect with the sales information already held in Airtable. Andy wanted a central place to organise prospecting to industrial staffing firms for his insurance business, without adding duplication between tools.
How we did it.
The Airtable system was optimised to organise outreach campaigns from one central environment. The handover uses the existing database as its core, with a structure focused on tracking and planning sales work.
What changed.
Centralised planning
The delivered system brings outreach campaign planning together.
The sales database at its core
The solution uses Airtable as its main platform.
Handover recorded
The optimisation is marked as Ready in the handover record linked to the project.
Tools used
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Let's talk.
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