Airtable Business Value Chain DadsPaidAds

January 4, 2025

Business Value Chain for DadsPaidAds.com. Here's how we can structure it:

Tables to Include in the Airtable:

  1. Offers & Messaging
    • Fields:
      • Offer Name (Single Line Text)
      • Target Audience (Single Line Text)
      • Core Messaging (Long Text)
      • Product/Market Fit Status (Single Select: Testing, Validated, Needs Revision)
      • Associated Content (Attachment or Link)
      • Feedback Notes (Long Text)
  2. Audience Building
    • Fields:
      • Platform (Single Select: Facebook, YouTube, Instagram, etc.)
      • Audience Type (Single Select: Organic, Paid, JV Partnership)
      • Growth Tactics (Long Text)
      • Status (Single Select: Active, In Progress, Completed)
      • VA Assigned (Linked to HR Table)
      • Key Metrics (Number Field: Followers, Subscribers, etc.)
  3. Lead Generation
    • Fields:
      • Lead Source (Single Select: Workshop, Profile Funnel, Paid Ads, etc.)
      • Funnel Type (Single Select: Personal Profile, Paid Ads, YouTube, etc.)
      • Status (Single Select: Active, In Progress, Completed)
      • Number of Leads Generated (Number Field)
      • Tools Used (Linked to Tools Table)
      • Assigned Team Member (Linked to HR Table)
  4. Sales Conversion
    • Fields:
      • Conversion Method (Single Select: Paid Trial, Call, Workshop)
      • Lead Source (Linked to Lead Generation Table)
      • Conversion Rate (%) (Formula Field)
      • Salesperson Assigned (Linked to HR Table)
      • Follow-Up Notes (Long Text)
      • Revenue Generated (Currency Field)
  5. Client Fulfillment
    • Fields:
      • Client Name (Single Line Text)
      • Onboarding Status (Single Select: Not Started, In Progress, Completed)
      • Success Manager (Linked to HR Table)
      • Fulfillment Notes (Long Text)
      • Client Lifetime Value (Currency Field)
      • Tools Used (Linked to Tools Table)
  6. Scaling Operations
    • Fields:
      • Bottleneck (Long Text)
      • Status (Single Select: Identified, In Progress, Resolved)
      • Resource Allocation (Currency Field)
      • Process Owner (Linked to HR Table)
      • Automation Involved (Checkbox)
      • Notes (Long Text)
  7. HR (Team Members)
    • Fields:
      • Name (Single Line Text)
      • Role (Single Select: Marketing Assistant, Sales Rep, Client Success Manager, etc.)
      • Assigned Tasks (Linked Record)
      • Availability (Single Select: Full-Time, Part-Time, Freelancer)
      • Contact Info (Email or Phone)
  8. Tools
    • Fields:
      • Tool Name (Single Line Text)
      • Type (Single Select: Airtable, Go High Level, etc.)
      • Use Case (Long Text)
      • Subscription Cost (Currency Field)
      • Integration Status (Checkbox)

Relationships Between Tables:

  • Offers & Messaging ↔ Audience Building: Link audience growth efforts to specific offers.
  • Audience Building ↔ Lead Generation: Link platforms and methods to lead sources.
  • Lead Generation ↔ Sales Conversion: Track the path from leads to converted clients.
  • Sales Conversion ↔ Client Fulfillment: Connect successful conversions to fulfillment.
  • Scaling Operations ↔ All Tables: Use bottlenecks to identify which table/area needs focus.

Next Steps:

  1. Create the Tables in Airtable.
  2. Set Up Views:
    • Example: Kanban for Status, Calendar for timelines, Grid for detailed data.
  3. Automate Tasks:
    • Automate status updates, email reminders, and resource allocations.

Would you like help creating this Airtable structure, or do you want to start with a specific table?