Closing deals at half the speed and doubled our prospect pipeline

Based on the classes on Airtable, I have introduced Airtable to our organization. I have built out issue ticketing logs, HR personnel trackers and most importantly streamlined our due diligence process for business acquisition. The last part has saved our executive team (CEO, COO and Legal counsel) a significant amount of time. As a start-up our company was movement of 63 files via email. As you can imagine this was an extremely laborious process and was a significant bottleneck in the acquisition process from prospect to close. As a result of streamlining the process with Airtable and Make.com we were able to implement a due diligence process that takes out the guess work and share files securely. Also the sellers are now able to come back to the same link and see the progress of their uploads, which before took place through email communication with the CEO.

As a result we are closing deals at half the speed and our corporate investors have opened up more funding opportunities. Prior to implementing these processes we were often told by veterans in the industry that we won't survive because we are 'outsiders'. Now those same individuals are wondering who we are and how can they work with us. What used to take someone months to do with 1 practice, we are doing with 5 practices at a time and our prospect pipeline for acquisition has doubled as a result. We are now on track to double our business in record time for the industry we play in.

I now have projects to add on features for personnel management (annual performance and general tracking), monthly/quarterly business review tracking, and communication automations for newly acquired practices. All of this was only possible because of having the Airtable and workflow automation classes. This has truly changed our business and how we show up among our competitors. And we are doing it as an all female minority led team which is unheard of in our industry.