





Use a baseline Airtable with contacts, opportunities, tasks, and invoices; connect it to a Notion workspace that contains SOPs, templates, and client hubs. Prebuilt zaps populate records, label priorities, and draft messages, so the first week feels productive rather than consumed by setup drag.
Structure each process as a group of interchangeable blocks: intake, qualification, delivery, payment, and follow-up. Swap tools without breaking everything by sticking to shared schemas and webhooks. As services evolve, you simply rearrange modules, preserving history and keeping momentum without endless migrations or risky rewrites.