
Airtable and automation consultant
Upwork
Remote
•6 hours ago
•No application
About
# **SEEKING AIRTABLE CONSULTANT - Only apply if you have worked with Airtable before** We are a roofing lead generation company in Quebec, Canada. We sell qualified leads to roofing contractors across the province. We have already built an automatic lead attribution system in Airtable, but we need a professional to: 1) **Audit and solidify** our current architecture 2) **Optimize** our routing automations 3) **Integrate** our Make.com webhook 4) **Secure** against lead loss 5) **Prepare** for scale-up ## Our current system ### Business model - **Service**: Selling qualified leads to roofing companies in Quebec - **Attribution**: Automatic by postal code and client availability - **Billing**: Per cycles of 10 leads delivered via Stripe - **Volume**: Rapid growth requiring robust architecture ### Existing infrastructure - **4 main tables**: Customers, Leads, Lead Assignments, Credits - **Complex logic**: Attribution by territory + quotas + credits - **Automatic webhook**: To Make.com on each new attribution - **Stripe integration**: Automatic billing of cycles ### What we're looking for **Main mission:** - **Complete audit** of our existing attribution system - **Identify potential failure points** - **Optimize** to handle 10x our current volume - **Document** best practices - **Train** our team **Required expertise:** ✅ **Advanced Airtable**: Complex formulas, automations, API ✅ **Lead management systems**: Attribution, routing, monitoring ✅ **Integrations**: Webhooks, Make.com, Stripe ✅ **Scaling**: Architecture for rapid growth ✅ **Quebec business**: Understanding of local market (asset) ### Critical questions to solve 1. **Robustness**: "Can our system handle 1000+ leads/day without loss?" 2. **Redundancy**: "What happens if Airtable or Make go down?" 3. **Monitoring**: "How to instantly detect attribution failures?" 4. **Performance**: "Will our formulas slow down with more data?" 5. **Security**: "How to avoid double or missed attributions?" ## Engagement sought **Long-term consultant** for our evolving needs: - Continuous optimizations as we grow - New features (reporting, analytics, etc.) - Technical support during volume spikes - Team training on best practices **PLEASE ONLY APPLY** if you have solid experience with Airtable. To confirm you read this posting and are not spamming, answer this question: **What is 7 + 3 = ?** --- *Expected response: Description of your Airtable experience + answer to the math question + examples of similar projects.*