I use Airtable to screen lots of stuff, from new leads to job applicants to sponsors. In this thread I run through how to easily set up an intake form for auto-accepting or rejecting new leads on your website:
It’s a version of the client grading system I built out in this video, and a great entry point to what Airtable can enable.
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 235 members strong.