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Create a Simple Intake Process (from scratch)

Sep 12, 2022

Acquiring new customers is an important part of most businesses. Have you considered how many hours you can save by creating an efficient intake process?

In this video tutorial, I walk through creating a simple intake process using Airtable. I break this down into four main categories:

  1. Set up the data structure
  2. Create an intake form
  3. Automate the status of a new inquiry
  4. Automate the next steps once the inquiry is assigned

I want to stress that this process should be fully customized by you when you recreate it for your business or organization. There are a number of areas where you can make alterations - from changing the fields in the form, to restructuring what happens when someone is assigned to the inquiry. The amazing thing about no-code tools like Airtable is that you can quickly and easily adjust the solution without the need for any code - so take advantage of that customization!

Plus, when you're ready to master the fundamentals of automation, check out my free automation training here! 👇

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