![Rebuilding A CRM: The Ultimate Guide to Streamlining Your Business with Airtable [Video]](https://video.getpvd.com/wp-content/uploads/2023/02/mp_189029_0_0jpg.jpg)
Get ready to supercharge your business operations by building a crm! In this exciting video, I’ll take you on a journey to rebuild your customer management system (CMS) using Airtable. Whether your current system is outdated or just not working as efficiently as you need it to, this guide has got you covered. With step-by-step instructions and tools like Rome Research and Miro, you’ll learn how to streamline your information systems and take your business to the next level. Say goodbye to cluttered and disorganized data, and hello to a brand new, optimized CMS! So what are you waiting for? Let’s dive in and make it happen!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier
business operations
![How To Create SOPs in 2023! [Video]](https://video.getpvd.com/wp-content/uploads/2022/11/mp_167734_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Facebook: https://www.facebook.com/groups/servicetimefreedom Instagram: https://www.instagram.com/khadirahsmuhammad/ TikTok: https://www.tiktok.com/@khadirahsmuhammad YouTube: https://www.youtube.com/c/KhadirahMuhammad LinkedIn: https://www.linkedin.com/in/khadirah/ About Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, khadirah muhammad
![How to Build Systems in Your Business [Video]](https://video.getpvd.com/wp-content/uploads/2022/10/mp_155663_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛In this video we are going to talk about:1. the major systems you need in your business2. why you need systems3. how to actually create systems in your. businessLet’s go!💛 Links Mentioned In The Video! 💛Succeeding With Systems: ➡️ https://bit.ly/3etus5HAutomated Onboarding System Video: https://www.youtube.com/watch?v=vMlUY…Loom: https://loom.grsm.io/khadirah——————————————————🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Facebook: https://www.facebook.com/groups/servicetimefreedom Instagram: https://www.instagram.com/khadirahsmuhammad/ TikTok: https://www.tiktok.com/@khadirahsmuhammad YouTube: https://www.youtube.com/c/KhadirahMuhammad LinkedIn: https://www.linkedin.com/in/khadirah/ About Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, khadirah muhammad
![EP 004 – Why You Keep Falling Victim to the “Start, Stop, Stuck” Cycle! • Succeeding With Systems [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_152855_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Every entrepreneur goes through cycles and when you’ve been in business for 1-3 years then you have likely gone through the Triple S Cycle and have had moments of lack of clarity and feeling like you’re in a hamster wheel! In this episode we will dive deep on what that cycle is and how you can come out of it! Listen and Share the episode everywhere!!Read the full show notes here: https://succeedingwithsystems.com/ep-004🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Facebook: https://www.facebook.com/groups/servicetimefreedom Instagram: https://www.instagram.com/khadirahsmuhammad/ TikTok: https://www.tiktok.com/@khadirahsmuhammad YouTube: https://www.youtube.com/c/KhadirahMuhammad LinkedIn: https://www.linkedin.com/in/khadirah/ About Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing
![EP 003 – Why You Should Be Documenting Yourself Out of a Job! • Succeeding With Systems Podcast [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_150721_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Why should you document yourself out of a job? On this episode we talk about the importance of setting yourself up for success, and sustainable success at that. Your business needs to be documents, but not for your sake — it’s for your employees’, family’s, and future CEO’s sake! How can they run your business if they don’t have what’s in your head? Let’s talk about it on the Succeeding With Systems Show today! You can read all the show notes too at: https://succeedingwithsystems.com/ep-003🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadAbout Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing
![EP 002: Creating a Process for Consistent Clarity • Succeeding With Systems Podcast #systems#clarity [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_148911_0_0jpg.jpg)
This episode is about the importance of having clarity in your business, defining your North Star Sometimes I feel behind because of my lack of clarity and therefore I need to slow down to start up. We also talk about setting your “North Star”, your Monumental Focus, and I share with you my personal North Star. We talk about business goals and how to set them too. This is a really important episode to me and I hope you all found it impactful 💛💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛💛 Show Notes Here! https://succeedingwithsystems.com/ep-002🔊 Want to Listen More Episodes? Go here ➡️ https://succeedingwithsystems.com/podcast👩🏽💻 Overwhelmed with Tech? Check Out This Free Guide Teaching You How to Save 10+ Hours per Week with this 6 Figure Setup!➡️ https://bit.ly/3etus5H➡️ https://bit.ly/3etus5H👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadAbout Khadirah:Khadirah Muhammad is a Systems Implementation Engineer and Founder of SucceedingWithSystems.com who went from breaking into the entrepreneurial world at 18 with the goal of retiring her parents, to falling in love with systems and automation that make a true business’ world go round. Her notable projects include taking a client’s 2 -person operation from $15,000 to $80,000 in revenue in 60 days.Now Khadirah helps solopreneurs and those with small teams create 6 Figure Systems so they can gain back their time freedom and develop lifestyle freedom using Systems, Automation, and Technology.marketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing
![Zapier – How to Create Trello cards from New Typeform responses #zapier #trello #typeform [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_133969_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️ https://succeedingwithsystems.com/zapier💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com 💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, trello app, typeform app, typeform tutorial
![Zapier – How to Send Typeform Responses to Google Sheets via@Zapier @Google@Typeform #zapier #google [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_132822_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, google sheets, google drive, typeform
![Zapier – How to Add New Evernote Notes to Asana via @Zapier @Asana@Evernote#zapier #asana #evernote [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_132335_0_0jpg.jpg)
How to Add Notes from Evernote to Asana via Zapier!💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, asana, evernote
![Zapier – How to Create Trello Cards From Evernote via@Zapier@Trello@Evernote #zapier #evernote [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_131042_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️💛 Checkout Our Zapier for Beginners Course ➡️ https://zapierforbeginners.com/💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, evernote, trello
![Zapier – How to Easily Add New RSS WordPress Blog Posts to Buffer via @Zapier #wordpress #zapier [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_130519_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️ https://succeedingwithsystems.com/zapier-3💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, buffer, wordpress, rss feeds
![Zapier – How to Post RSS WordPress Blogs to Facebook@Zapier #wordpress #zapier #automation #facebook [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_129634_0_0jpg.jpg)
💛 Remember to Like, Comment, Subscribe, & Share this Video! 💛Want the Video Tutorial, Written SOP, and Link to this Exact Zap? Click Here ➡️ https://succeedingwithsystems.com/zapier-1💛 Tons of Zapier Templates to Choose From: https://succeedingwithsystems.com/zapier-templates👩🏽💻 Learn Everything About Systems, Tech, and Automation: https://succeedingwithsystems.com ⚙️ Must Have Tech for Business Owners: https://succeedingwithsystems.com/tools 📚 All Things Automation Blog: https://succeedingwithsystems.com/blog More Links: https://succeedingwithsystems.com/Instagram: https://www.instagram.com/khadirahsmuhammad/LinkedIn: https://www.linkedin.com/in/khadirah/Facebook Page: https://www.facebook.com/khadirahsmuhammadmarketing automation myths,Khadirah Muhammad,marketing automation,how to do marketing automation,automation tools,how to automate marketing,virtual assistant for small business,how marketing automation works,automation for small businesses,what is automation,marketing automation for startups,marketing automation with crm,marketing automation with wordpress,business systems,business operations,business automation, zapier, how to use zapier, zapier pricing, facebook