My marketing team has recently implemented Airtable to manage our growing list of clients and deliverables. What I’ve built is working; however I’m sure there are more elegant solutions out there for what we need.
My team: We are a small marketing department supporting five offices in the Northeast to design employee benefits communications (i.e. benefits guides, open enrollment announcements, websites, etc.).
Our needs: We track client information (account team, designers, renewal dates, open enrollment dates, main client contact, invoicing instructions, etc.); deliverables (type of deliverable, number of versions, status, priority, due dates, printing/mailing/translation needs, and notes for each project); and billing. We also are using a form during our busy season (August-November) for account team members to quickly submit information about new clients and their needs. Additionally, we’d like the database to be a repository of historical information so that we will be able to quickly provide new account team members with a snapshot of what their client has received in the past.
Our experience: Currently, I’m the only person on my team who has done any extensive work in Airtable and that’s just self-taught. There’s a few admin level people who would need training in managing the back end of our Airtable base so that we can modify and add to it as necessary. The majority of my team needs a crash course in managing their projects through Airtable.
Timing: Ideally would like to get the ball rolling as soon as possible, with base optimization done by August 9 and training in August. In-person training would be great - we’re located in Farmington, CT - but if not possible a webinar would work as well.