Key Deliverables:

    Airtable Database for CRM:
        Design and implement a robust Airtable database to track:
            Customer Payments: Record payment amounts, dates, and methods (Stripe, crypto, Zelle, etc.).
            Subscription Statuses: Automate renewal tracking and flag expired or near-expiry subscriptions.
            Lifetime Value Calculation: Calculate total revenue generated for each client, including historical data.
            Client Profiles: Provide a comprehensive view of subscription history, partnership details, and revenue breakdown.

    Stripe Integration:
        Use Zapier or similar tools to:
            Automate the capture of payment and subscription data in Airtable.
            Update subscription statuses and calculate metrics in real time.

    Manual Payment Workflow:
        Create a simple and scalable process for manually entering payments from non-Stripe methods (crypto, Zelle, invoices).
        Ensure these payments integrate seamlessly with existing Airtable workflows.

    Automation and Reporting:
        Automate subscription renewal reminders and updates using no-code tools.
        Provide custom dashboards in Airtable to highlight key metrics like revenue trends, subscription statuses, and top clients.

Why I’m Qualified:

    Airtable Expertise: Extensive experience creating intuitive, scalable databases and workflows tailored to business needs.
    Zapier Integration Skills: Proficient in connecting Airtable with external tools like Stripe, Google Sheets, and Slack for seamless automation.
    Stripe Knowledge: Experience integrating Stripe for payment tracking, subscription management, and data synchronization.
    Attention to Detail: Proven track record of building error-free, high-impact solutions.
    Problem-Solving: Skilled at addressing complex workflow challenges with simple, elegant solutions.

Proposed Timeline:

    Initial Consultation: 1 day to review requirements and existing data structure.
    Database Design: 3-4 days to create and test Airtable structure.
    Stripe Integration: 2 days to set up and test Zapier workflows.
    Manual Payment Workflow: 1-2 days for implementation and testing.
    Final Review & Training: 1 day to deliver and explain the system.

Total Duration: ~7-10 business days (depending on complexity and feedback cycles).
Why Work With Me:

This project is an opportunity to showcase my expertise and establish a long-term partnership. I’m also open to discussing a full-time position, where I can contribute further to your automation and CRM optimization needs.
Next Steps:

    Schedule an initial call to clarify requirements.
    Share any existing data or workflows for review.
    Begin development and provide updates on agreed milestones.

I’m excited about the opportunity to work with your team and elevate your CRM system! Let me know how we can move forward. 😊