Automate your client intake & scheduling (No-code workflow with Carrd, Airtable & Cal.com)

Handling client inquiries, project requests, speaking opportunities, and partnerships can quickly become overwhelming—unless you have the right system in place. In this video, I take you behind the scenes on how I built a streamlined inquiry management system that keeps everything organized, reduces stress, and helps me focus on high-value work.

Last week, I announced my 6-week accelerator for early-stage solopreneurs.

👉 Join my 6-week accelerator program here: https://6-week-accelerator.seanpritzkau.com/

In this video, I’m showing you the exact system I use to manage requests for productized services and programs—so you can apply it to your own business. For this setup, I use Carrd, Airtable, and Cal.com, and I’ll walk you through the step-by-step process with templates you can use.

Clone the templates:
– Create the site in Carrd: https://carrd.co/build/ad41cd8657d9b967
– Sign up for Airtable: https://seanpr.it/airtable
– Create the Airtable Base: https://airtable.com/appZUn2tOqZiXvEaZ/shrqWekFHxSzfagsC

What you’ll learn:
– How to automate and organize incoming inquiries
– The tools I use to create a smooth intake process
– How to streamline client requests for services, programs, and partnerships
– A step-by-step walkthrough of my inquiry management system
– How to reduce stress and save time by systemizing your intake process

Who this is for:
– Coaches, consultants, and solopreneurs managing multiple types of inquiries
– Small business owners looking to streamline their intake process
– Anyone struggling with disorganized client requests
– Entrepreneurs offering productized services or programs

Timestamps:
0:00 - Why you need an inquiry management system
0:24 - My 6 week accelerator program
0:44 - What we're building today (template included)
1:13 - Demo of my 6 week accelerator program intake system
5:05 - Our example for today
6:40 - Setting up site with an inquiry form with Carrd
10:10 - Organizing responses in Airtable
14:00 - Automating scheduling with Cal.com
25:25 - Testing the system
27:15 - Final thoughts & next steps

About me:
Hi, I’m Sean Pritzkau – a strategist and consultant helping people like you create systems, build connections, and scale your work to create meaningful impact.

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Видео Automate your client intake & scheduling (No-code workflow with Carrd, Airtable & Cal.com) канала Sean Pritzkau