See Airtable + UX Integrations
In Action!
What used to require digging across scattered records now lives in a single connected system. Leadership can see, at a glance, exactly where the business is healthy and exactly where it's at risk — which accounts need support before they churn, which zip codes need to be resold, which tasks are escalating, and how acquisition cost stacks up against lifetime value — all from one CRM record and a set of rollup views, without pulling a single manual report.
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Created by Jaimie VanSickle
Founder & CEO
at J VanSickle Company
Throughout her career, Jaimie has designed comprehensive training programs, architected scalable onboarding systems for professional services teams, and developed data-driven dashboards that elevate decision-making across the organization. She has a passion for building streamlined, intelligent workflows that free teams to focus on what matters most: delivering meaningful value to their clients and customers.
Explore the Raw Data
We consolidated the organization onto Airtable as a single source of truth, with a central CRM base tying every client record to a full set of connected bases: revenue, invoicing, event records, feedback, ads, customer support, content, sales, marketing collateral, KPIs, call logs, projects, and tasks.
The CRM Interface
On top of that data layer, we built the operational infrastructure to run the business day to day: automations connecting Airtable with HighLevel, Slack, and Zapier so activity in one system automatically updated records and notified the right people, and Airtable Interfaces giving leadership and team members live, role-specific views into performance — company-wide, by department, and by individual.
Your Business Story
On top of individual account records, we built rollup interface views giving leadership a real-time operational picture across the entire member base, including:
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Onboarding progress across all new accounts
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Open support tickets and issue volume
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Accounts flagged with a low business-health rating that need additional coaching or support
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Total active members and offboarding volume
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Zip codes that have opened up and need to be resold by sales
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Event volume, registrations, and average show rate over any given time frame
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Registration-to-paying-patient conversion rates
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Members who aren't scheduling (an early churn signal)
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Open tasks, and which of those are escalations requiring management attention
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Outstanding/unpaid invoices
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Per-member cost, cost of acquisition, LTV, MRR, opt-in rates, and length of service
Think of the possibilities!
