What you import
Create-record + status field. Use the included field list. Do not add 40 columns on day one.
n8n · Make · Zapier
Create the record. Move the status. See the board.
Leads and jobs live in texts. This pack writes a record and lets you drag status from new → booked → done → review asked.
Before: the pipeline is your head. After: a board you can open at lunch.
Create-record + status field. Use the included field list. Do not add 40 columns on day one.
n8n · Make · Zapier
Airtable or Notion, plus the form or sheet that feeds it.
25 minutes if the base or workspace exists.
This is a light CRM, not a $5k platform. One board. Clear statuses. No vanity dashboards.
Statuses: new, scheduled, on-site, invoiced, review asked.
Same spine. Job type as the only extra field at launch.
New, forms in, chair booked, seen, recall set.
Lead, consult booked, treated, membership asked.
New, scheduled, seen, refill, review asked.
New, booked, sat, rebook asked.
Inquiry, conflicts, engaged, active, closed.
Inquiry, shown, applied, approved, moved in.
Stand up a simple operator CRM (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.