Services

You’ll find some of the most commonly requested offerings below. Have something else in mind? I’d be happen to work with you to create a custom proposal.

Operations Consulting

  • I help organizations understand how their work actually flows — across people, tools, policies, and decisions — and translate that understanding into clear, actionable plans.

    Includes:

    • Operations assessments and process mapping

    • Workflow audits across departments

    • Identification of risks, gaps, and inefficiencies

    • System and tool recommendations grounded in capacity and values

    • Future-state planning aligned with governance and compliance needs

    Best for organizations that need clarity before building.

  • I design and build the structures that hold your systems together, with Airtable as the primary foundation.

    Includes:

    • Airtable system architecture and builds

    • Workflow design, permissions, and documentation

    • AI-free automations and integrations (e.g., forms and connectors)

    • Accessible, secure, and scalable system design

    • Testing with a small team before full rollout

    Best for organizations ready to move from planning to implementation.

  • For teams that want a long-term partner as systems evolve.

    Includes:

    • Systems maintenance and refinement

    • On-call Airtable and operations support

    • Iterative improvements as needs change

    • Staff onboarding and training

    • Advisory support during growth, transitions, or restructuring

    Best for organizations that want continuity, not one-off fixes.

  • During the Operations Mapping, I will provide a list of recommendations for policies and/or processes that your organization should consider instituting. Additionally, I can work with your team to draft these policies for you, taking one more item off your plate.

Airtable

  • I’ll set up your account, workspaces, permissions, sharing standards, sign-on, admin portal, and invite your team correctly.

  • I’ll build the base and automations you are already looking for. This could include:

    • Invoice and/or payment tracking systems

    • Social media planning and content calendars

    • Fundraising grant trackers

    • Profit and Loss trackers with quarterly tax estimate automations and reminders

    • Equipment inventories

  • I will offer coaching to you or your team to develop your general Airtable skills by walking you through a build that you will implement at the end of the coaching time.

The Process

Assess

We start with data collection. This includes informational interviews with you and your staff, surveys, and reviewing your existing systems.

Plan

We identify gaps in your system and build a plan to fix them. Where appropriate, this is kicked off with a design thinking session with your staff.

Build

We take the plan we’ve agreed on, and start building. First a visualization map for your systems, then the systems themselves.

Test

We’ll ask you and/or a small number of your team members to test our new systems with real scenarios. This ensures they’re fully functional before you prepare to roll them out.

Document

We leave you with a guidebook to your mapping, a database guide, recommendations for rolling-out new systems, and any other documentation related to your project.