Client tracking lives in a spreadsheet that three people update differently. Project status is scattered across Slack threads, email chains, and someone's notebook. Your account managers spend more time doing data entry than actually managing clients, and every Monday starts with someone asking "where are we on this?"
You've probably tried building something in Airtable or another tool, but it's half-finished and nobody trusts it. The data is stale, the views are confusing, and your team quietly went back to their own spreadsheets. Meanwhile, you're hiring more people to handle work that a proper system would eliminate.
I build Airtable operations databases that become the single source of truth for your agency. Client tracking, project management, capacity planning, and reporting all live in one connected system. Properly structured bases with linked records, rollups, and formulas that give you real-time visibility into every account without anyone having to update anything manually.
When Airtable's built-in automations aren't enough, I connect it to n8n for complex multi-step workflows. Client onboarding sequences, automated reporting pipelines, status notifications to your team or clients -- all triggered by simple status changes in your operations hub. Everything is documented and handed over so your team can maintain it without me.
Your agency tracks clients across their entire lifecycle -- from prospect to active to renewal -- but the data lives in three different places and nobody has the full picture. I build a single Airtable hub where every client record links to their contracts, deliverables, team assignments, and communication history. Account managers see exactly where every client stands without asking around.
When you're managing deliverables across 50+ clients, things slip through the cracks. I build project tracking systems where new clients automatically get their deliverable checklists, deadlines trigger reminders to the right team members, and you can see at a glance which projects are on track, at risk, or overdue -- across every account, in one view.
You need to know who on your team has bandwidth before you take on a new client or shift resources. I build capacity tracking that shows each team member's current workload, flags when someone is overloaded, and gives you the data to make staffing decisions before things break -- not after a missed deadline.
Your team spends hours every week or month pulling data from ad platforms, analytics tools, and project trackers to compile client reports. I build reporting systems that pull this data automatically into formatted Airtable interfaces, ready to share or export. Your team reviews and sends instead of building from scratch every time.
Every new client means a dozen steps: welcome email, access provisioning, kickoff scheduling, asset collection, tool setup. I build onboarding systems where a single status change triggers the entire sequence -- each step fires automatically, tracks completion, and alerts the right person when their part is due. No more onboarding checklists that depend on someone remembering.
Airtable is the operations core, but I connect it to whatever your agency runs on. That includes n8n for workflow automation, HubSpot and GoHighLevel for CRM, Google Ads and Meta Ads for campaign data, Slack and Microsoft Teams for internal communication, and project management tools like ClickUp, Asana, or Monday. If it has an API, I can connect it.
This is built for marketing agencies with 5-50 employees managing 20+ client accounts. You've outgrown spreadsheets but you're not ready for enterprise software that costs six figures and takes months to implement. You need a system your team will actually use -- one that gives you visibility into every client, every project, and every team member's workload without requiring manual updates. If you've tried building it yourself and hit a wall, that's exactly where I come in.
I connect your Airtable operations hub to the rest of your agency stack using n8n workflow automation and custom API integrations.
Describe what's broken, what you've tried, and where you want to be. I'll review it personally and tell you exactly how I'd fix it, or if it's not a fit.
Tell Me What's Broken