What We Build
Most growing businesses don't have an operations problem — they have a systems problem. Spreadsheets become unmanageable, processes live in people's heads, and the tools your team uses don't talk to each other. Summit Business Solutions specializes in Airtable-based operations consulting: designing, building, and maintaining the operational infrastructure that lets your business move faster without adding headcount. Every engagement is scoped to your business, your stage, and the specific friction points slowing you down.
Custom Airtable Builds
Off-the-shelf templates weren't built for your business. A custom Airtable build starts with your actual data, your actual team, and the way work actually moves through your organization — then builds a base that reflects all of it.
Whether you need a CRM, a project tracker, a hiring pipeline, an inventory system, or a full operations hub that connects all of the above, I design and build bases that are intuitive enough for your whole team to use and structured enough to stay clean as you scale. This isn't setup work — it's architecture.
Ideal for founders who have outgrown spreadsheets or for ops leaders inheriting a messy Airtable environment that needs a proper rebuild from the ground up.
What's included
Discovery session to map your data and workflow requirements
Full base design with tables, fields, views, and relationships
Team permissions and role-based access configuration
Documentation and a live walkthrough on handoff
Systems & Workflow Design
Before you can build the right system, you need a clear picture of how work actually flows through your business today — and where it breaks down. Systems & Workflow Design starts with an audit of your current processes, tools, and handoffs, then produces a clean, documented blueprint for how things should work.
This engagement is for teams that feel the friction but can't quite name it. Too many tools, unclear ownership, tasks falling through the cracks, onboarding that takes too long — these are systems problems, and they have systems solutions. The output is a workflow map your whole team can follow, plus a prioritized implementation plan to start making improvements immediately.
Works well as a standalone engagement or as a precursor to a Custom Airtable Build — you'll know exactly what to build before we build it.
What's included
Process audit covering your key operational workflows
Visual workflow map with ownership, triggers, and handoffs
Gap analysis and prioritized recommendations
Implementation roadmap with phased next steps
Automation & Reporting
The most valuable thing automation does isn't save time — it eliminates the class of errors that happen when people have to remember to do things manually. Status updates that go unsent, follow-ups that slip, reports that are always two days out of date. These aren't people problems. They're workflow problems that automation solves reliably.
I build Airtable automations and reporting dashboards that surface the metrics your team actually needs, trigger the right actions at the right moments, and connect Airtable to the other tools in your stack — including Slack, Gmail, HubSpot, and more via native integrations and Zapier or Make.
Ideal for teams with an existing Airtable environment that's functional but still relying too much on manual steps to keep it running.
What's included
Automation design and build within Airtable
Third-party integrations via native connectors, Zapier, or Make
Custom dashboards and reporting views for key metrics
Testing, documentation, and team training on new automations
Ongoing Optimization & Support
A well-built system on day one isn't the same as a well-running system six months in. As your business grows, hiring changes, processes shift, and new requirements emerge — and your Airtable environment needs to keep up. Ongoing retainer engagements give you a dedicated resource to handle that evolution without pulling your internal team away from their actual work.
Retainer clients get priority access for new build requests, ongoing performance reviews of existing automations, help onboarding new team members into your systems, and a standing monthly check-in to keep operations aligned with where the business is heading.
Designed for founders and ops leaders who want to stop being the person responsible for making sure the systems still work — and start trusting that they do.
What's included
Dedicated hours per month for build requests and updates
Monthly systems review and performance check-in
Team onboarding support as your headcount grows
Priority response and direct async communication
Ready to get started?
Let's talk.
Every engagement starts with a free conversation about your business and what's slowing it down.
Start a Conversation