Confessions with Jess and Cindy

Managing an $800K Consulting Practice with Just 2 Tools (And No Full-Time Team) with Ashley Rose

Feb 13, 2025
Ashley Rose, a systems expert and ADHD advocate, shares her journey in scaling a consulting practice using just Airtable and automation. She reveals how her ADHD diagnosis inspired her to develop systems that enhance efficiency. Ashley discusses the financial realities of entrepreneurship, including her experiences with debt and decision-making. Listeners can expect practical tips on using Airtable to manage everything from client experiences to sales tracking, highlighting the importance of having a system as your first hire.
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INSIGHT

Centralized Client Hub

  • Centralize all client information for a comprehensive overview.
  • This approach allows for scalable, high-touch client experiences without sacrificing quality as your business grows.
ANECDOTE

Tracking Client Success with Airtable

  • Cindy Wagman used Airtable to track client results in her Fractional Fundraiser Academy.
  • The data-driven approach allows her to verify program promises and offer timely support.
ADVICE

Track All Offer Results

  • Track results for any offer, even one-on-one coaching.
  • Airtable simplifies tracking and enables automated client communication for progress updates and milestones.
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