VIP Day Benefits

The Power of VIP Days for Productivity: Boost Your Biz Development

The Power of VIP Days for Productivity: Boost Your Biz Development

I was talking to a potential client this week regarding a systems project that she was looking for some help on. She was excited to meet me and hear about how I could help her business but seemed to approach the conversation with a little trepidation. As I dove into her backstory a bit, I realized that a lot of her frustration came from the fact that she had gone through the wringer, trying to find individuals who would improve her systems and automate as much as possible.

I could see it in the way she talked to me, that she was extremely gun-shy and worried about putting more money into it when she had already done so much already.

My heart went out to her… mostly because I “get” it. Most of her previous contractors were hired on a long-term project, either putting pieces of a system together over months and months of work, only to have direction change or priorities shift onto other parts of the business.

I see it time and time again and have for years at this point, which is why I have started to prefer to do my work with Clients “intensely” within a short period of time with a solid deliverable, with a map of what is next, but almost viewing it with smaller deliverables instead of a large project to streamline all their systems.

Enter the VIP Day.

Enter VIP Day on a platter

I’m not the only one who sees this, VIP Days are gaining popularity amongst entrepreneurs as an effective way to dedicate an entire day towards advancing their goals. This is especially beneficial for individuals who have to balance the demands of their professional and personal lives and need to optimize their productivity when working. VIP Days provide a tailored approach to this productivity, allowing entrepreneurs to make significant strides in both their personal and professional spheres.

For entrepreneurial women with ADHD, VIP Days are particularly useful as they help blend focus with strategic planning, making decisions on their own systems, and providing the information for the deliverables.. This approach can lead to achieving great success QUICKLY in both personal and professional aspects of their lives.

During a VIP Day, I prioritize tasks and work on areas that need improvement, surgically fixing the parts that are causing the most problems.. The day is structured in a way that ensures every moment is aligned for success, making it easier for individuals to achieve their goals.

In short, a VIP Day can be a game-changer for those looking to make significant progress in their personal and professional lives.

VIP Days are more than a tool for enhanced productivity; they are transformative experiences that equip entrepreneurs with the skills, strategies, and insights needed to navigate their journey more effectively. They represent an investment in yourself, your business, and your future, offering tangible benefits that resonate in both your professional and personal life.

What Are VIP Days?

So, what ARE VIP Days?

Ana with questioning lookBasically, it’s a concentrated effort tailored to you, the client. It’s an opportunity to step away from the daily grind and immerse yourself in a structured and supportive environment designed for intense focus on your most pressing projects and goals.

These days can be varied, depending on the expert that is performing them, they can be about developing a new business strategy, tackling a challenging project, or planning for long-term goals,

A VIP Day is a commitment to making the most progress in the least amount of time. These days are meticulously crafted to align with your specific objectives, ensuring that every minute is optimized for maximum productivity.

Client (Your) Benefits of VIP Days

So, now that we know what VIP days ARE, and I personally have a list a mile long of how much I love them for personal reasons, it’s more important to really outline the benefits for you the client regarding the work that is done during that day.

Most of us are use to long drawn-out projects that have umpteen deliverables that all require signoffs one week before the project is due. We tweak something here, make a change there, and suddenly a 2-month project is going on for 4+ months and you still don’t have a finished product.

Focused VIP experience solves that by A) focusing in on a specific problem to solve B) using your energy effectively to solve the problem and C) giving you a solid deliverable in a very short time frame.

Let’s discuss these benefits

Enhanced Productivity

How would you like a week’s worth of work into a single day’s achievement? Sounds pretty good right? We’ve all heard that multitasking is the enemy of productivity and focus, but rare is it that we can actually follow that advice and solely focus on 1 thing at a time, such is the nature of business… but for the important aspects of your business, like solving where you are bleeding money, or fixing a sales system, or even just planning out the next 3-6 months in a logical way, the focus is paramount.

By zeroing in on key tasks, eliminating distractions, and harnessing your focus, you will experience a significant boost in productivity. The impact is immediate – tasks that seemed daunting are completed, projects move forward, and a sense of accomplishment pervades, propelling your business development in leaps and bounds.

(Read more about ADHD and productivity here: CLICK ME!)

ADHD brain illustrationg

Better Time Management

VIP Days offer more than just a productivity spike; they are a masterclass in time management.

These types of days can help with prioritization and efficiency, skills crucial for any entrepreneur, particularly those managing ADHD. Learning to identify and focus on tasks that offer the most significant impact helps in utilizing your time more effectively, not just during the VIP Day but in your everyday work life. This strategic approach to time management ensures that every hour of your workday is as productive as possible.

Mindset and Self-Care Improvements

The sense of achievement that comes from a successful VIP Day can also be a substantial boost to your mental health and mindset. For many business owners, the constant battle with time and productivity can be more than overwhelming sometimes. The relief you receive from focused support for one day and the amount you can get done in the time, offer a much-needed mental reset, reducing stress, and fostering a sense of control and confidence.

After all, many people start their businesses to reduce stress, create their own schedules, and spend time on their passion. Might as well stop spinning all the plates and remember why you are doing this all in the first place.

Achieving Work/Life Balance

One of the most significant outcomes of a VIP Day is the insight it can provide into achieving a work/life balance.

We can often struggle as entrepreneurs to separate our professional ambitions from our personal lives, which can lead to burnout and reduced productivity very quickly. VIP Intensives exemplify how focused work can lead to more free time and therefore, a better quality of life.

They demonstrate that it is possible to pursue ambitious business goals without sacrificing personal well-being.

Overcoming Challenges

Every entrepreneur’s journey is riddled with unique challenges, and VIP Days are designed to tackle these obstacles head-on.

For women with full schedules and executive function difficulties, challenges like procrastination, time management, and maintaining focus can be particularly daunting and difficult to work through. VIP Days provides targeted strategies and solutions to these issues.

They are a chance to confront and overcome hurdles in a supportive environment, paving the way for smoother, more efficient business operations.

Maximize Productivity

You’ve heard of the phrase “Work smarter, not harder“.

VIP Days are the secret sauce to working extremely smart. Being able to focus on 1 part of your business to analyze, define, and implement a solution within a short period of time is exactly what “working smarter” means.

A well-designed and thought-out VIP Day, which is what I provide for my clients, has a discovery phase, a resolution phase, and next steps for the one who runs the VIP Day and the client in order to make use of every single moment of the full day. (Of course, we have break time built in to let the brain breathe and bathroom breaks. 😉 )

We also have a specific goal to accomplish within that day and all of our actions are designed to accomplish that goal. When you know you have a dedicated day for certain tasks, you can prepare accordingly leading to much more efficient use of time.

Productivity… *Chef’s kiss* The piece de resistance of my work.

Chefs Kiss!



Success Stories

The true impact of VIP Days is best illustrated through the success stories of those who have embraced them. Many clients share experiences of breaking the cycle of overwhelm, gaining clarity, and rediscovering their purpose both in their work and personal lives. These narratives are not just testaments to the effectiveness of VIP Days but also serve as inspiration for other entrepreneurs grappling with similar challenges.

Client A. Marketing Agency- This client’s PM system was a self-admitted mess. Their Project Manager couldn’t keep on top of all the projects or operations in their company and they were falling further and further behind in their projects and their clients were getting frustrated.

During our VIP Day, we took a look at their Client Journey, re-organized their heirarchy to flow “smoothly” and updated the custom fields to reflect categories and estimated times for their tasks.

By the end of the VIP Day, they had a functional system, smooth communications, and a much better idea of how long their projects would take.

Time saved? about 2 hours a day PLUS tons of frustration and stress.

Client B Coach and Course-creator They wanted to automate their onboarding process so they don’t need to manually send out emails, send intake forms or invite their clients to every single session. It was taking them hours and many mistakes were happening within their admin department.

During our VIP Day, we mapped out the onboarding process for the clients, built an Airtable Database that collected all of the client information, automatically sent forms and emails as well and set up an external automation tool that notified the team whenever a new questionnaire came in.

Time saved? at least an hour per client.

Excited business owner

Looking Ahead

The benefits of a VIP Day extend far beyond the day itself (as you can see per the client stories above).

Like anything related to systems, a little focused time upfront means that you get freedom later. Freedom from stress, freedom from angry clients, freedom from not being able to find what you are looking for, freedom from WASTING hours on things that someone else or SOMETHING else should be doing.

That my friends is why I’m such a fan of giving, and investing in VIP Days.

Frequently Asked Questions

Q: How can VIP Days help if I struggle with focusing for long periods?

A: I structure VIP Days are structured to cater to varying focus levels. By breaking down the day into manageable segments with clear objectives, helps maintain concentration and ensure progress, even for those who find sustained focus challenging.

Q: Are VIP Days only for large-scale projects?

A: Not at all! VIP Days are incredibly versatile and can be customized to suit any scale of project or goal. Whether it’s kick-starting a new venture or tackling a specific project or goal, the day can be tailored to fit your specific needs. For my VIP day clients, you can get your entire ClickUp setup from scratch, or you can plan out a complete launch setup that has been frustrating you.

Public Service Announcement:

Ana, through her business ‘Ana’s Simple Solutions,’ offers these VIP Days as a cornerstone service, particularly to help entrepreneurial women with ADHD. Utilizing ADHD-friendly tools like ClickUp and Airtable, Ana creates an environment where productivity thrives, and goals are met with remarkable efficiency.

Interested in her VIP Days? Connect with Ana HERE or join her email list HERE.

Why you aren't reaching your goals

10 Reasons You’re Not Achieving Your Goals (And How to Fix Them)

Why you are not achieving your goals

Stop me if this sounds familiar. You’ve been hitting the gym consistently and sticking to your budget like a pro. To your friends, it looks like you’re on the fast track to success, but the truth? You’re far from reaching your personal and professional goals. Frustrating, right? Feel like throwing in the towel or questioning why you started your journey in the first place?

Don’t burn it down… I promise it’s not the answer!

Hold up and read this article I’ll show you why those goals still feel out of reach and how to turn things around before you spiral into doubt and frustration. Do you want to achieve your goals but are frustrated at your lack of progress? Let’s find out the best way to achieve your goals. Get your favorite coffee and pen and let’s start exploring the importance of goal setting and reasons why you may not be following through on them.

In my 20+ years in business, I’ve seen firsthand why people struggle to reach their goals. Often, it’s down to a few key reasons. Understanding these can be your first step to living the life you’ve always wanted.

And hey, if you want more insights like these, join my exclusive newsletter – spots are limited, so don’t miss out!

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What are some common reasons for not achieving your goals?

Common reasons for not achieving your goals include lack of clarity, procrastination, lack of motivation, fear of failure, and not having a plan or strategy in place. It’s important to identify these barriers and take actionable steps to overcome them in order to increase your chances of success.

These could be your Goal-missing Reasons

In the majority of situations, the following issues could be getting in the way of achieving your goals. Especially for those who are ADHD, it can be even more difficult to use the brain energy to motivate yourself to do something every day to achieve those goals. Those of you with neuro-divergence… I feel you (only too well some days). These may resonate even more with you. The good news is, there are tactics that can help us move forward.

Reason #1. You’re Setting Vague Goals

Ever heard “A goal without a plan is just a wish”? That’s what happens when your goals are as clear as mud. Set specific, measurable, and time-bound targets. Ever hear of “SMART goals”?. Well yes, there is a “corporate feel” to that, but there is a reason why they are so popular. It is because they are an easy way to create goals that are clear enough to allow you to achieve them.

Start small, only set 2-3 goals to start out using the SMART method. Remember that the goals themselves don’t ensure your success, but it is the imagined finish line that you use to create your habits and systems in order to achieve your desired outcome.

Need more guidance? Check out my blog on SMART goals.

Reason #2. Procrastination and distraction are Your Middle Names

Hey, friends, no judgment here. We’ve all been there, ignoring that to-do list in favor of taking the dog for a walk binging the latest Netflix “Working Moms” season or a number of other distractions.

It’s time to face those tasks head-on.

3 tips to help overcome procrastination.

  • Create a space where you can close the door, turn on ambient music, and leave your phone texts outside. Having a space that is specific for work helps your body and mind understand that it needs to focus.
  • Use the Pomodoro method. Set the timer for 25 minutes to work, then take a 5-minute break. I just set it with my Amazon Echo to help me get over the distraction hump
  • Eat the Frog – Do your most difficult or the task you are avoiding earlier in the day (or when you have more energy)

Reason #3. You’re Not Crystal Clear on Your Goals

To achieve success, clarity is key. What does success look like to you? Write it down, prioritize, and focus. Struggling with this? I help my clients, like Marissa Romero, who was once in your shoes, find her path through my Strategic Mapping.

I talk through this in my goal setting video you can find here from the beginning of 2023, but still relevant!

Planning for 2023 Digtally

Reason #4: You’re Working Hard, Not Smart

Friends, it’s not about the hours you put in but how you use them. I used to work round the clock with little to show for it. It wasn’t until I learned to work smarter that I saw real progress. Time to rethink your approach for a game-changing effect.

How do you work Smart? Let’s start with keeping things simple:

  • Create routines and habits about how and when you work.
  • Make your meetings productive by using an agenda
  • Work on the difficult tasks when your energy is the highest. Morning? Afternoon? From 1-3 AM?

Reason #5. You’re Going Solo When You Need Support

Still stubbornly doing things your way by yourself? I can relate. I am sometimes relentlessly independent, but sometimes, an outside perspective is what I really need to move forward. Hiring a coach or mentor or joining a group of like-minded women can transform your approach and fast-track your success. There are many ADHD business coaches out there as well as programs for women or business owners to help you get to that next step.

Two I recommend are Tara Wagners Breakthrough Boss or for Agency owners, Juliana Marulanda’s “ScaleTime” Program

Reason #6: Fear of Failure is Holding You Back

Fear of failure - goal-setting

Does the thought of failing make you want to run for the hills? Fear of failure is a massive roadblock. But remember, every successful person has failed (probably many many many times). The trick is to learn from these experiences and keep moving forward. Embrace your fears as part of the journey.

This is a mindset block that I only know too well. Fear of failure, Imposter syndrome, etc. Using mantras, meditation and planning are all helpful ways to reduce this. I am a fan of the “Calm” app as it helps me do a quick meditation whenever I feel the “imposter syndrome” peeking it’s head around the corner.

Reason #7: You’re Not Tracking Your Progress

It is essential to reflect on the progress you have made in life and acknowledge your achievements. Taking a moment to celebrate your accomplishments can help boost your confidence and motivate you to keep pushing forward. Remember that success is not just about achieving big goals but also about the small wins along the way. So, take some time to appreciate how far you’ve come.

Celebrating wins

ClickUp comes with a “progress” feature that’s really helpful to track how close you are to completing project or a task. Using this for goals is also helpful to measure how far you have to go.

ClickUp Progress Feature

Reason #8: Your Goals Don’t Align with Your Values

Here’s a thought: maybe your goals aren’t really what you want?

Sometimes, we chase goals that don’t align with our core values or intentions. Take time to reflect on what really matters to you. Align your goals with your values, and you’ll find the journey much more fulfilling.

Reviewing your values and your goals every 3 months or so helps make sure that you are being honest with how those goals truly fit in your life.

Reason #9: You Lack the Necessary Skills or Knowledge

This one is a hard one for me and some of my close entrepreneurial friends It’s okay not to have all the answers.

Maybe you need to upskill or learn something new to reach your goals. Embrace learning as part of your journey to success. There are plenty of online courses and resources to help you gain the skills you need.

lacking skills

I help my clients focus on their skills and personal upleveling experience as part of our Strategic Mapping and it’s helpful to make sure the goals are achievable.

Reason #10: You’re Not Adapting to Change

In a world that’s constantly changing, flexibility is key. If your strategies aren’t working, be open to adapting your approach. Sometimes, the path to our goals requires us to pivot and try new methods. Stay open to change and be ready to adjust your sails when needed.

As someone who is a huge fan of systems to get things done, this can be exceptionally hard for me and for others that are ADHD. Our lives literally depend on having systems in order to be fully functioning. If we don’t, then the amount of brain energy that it takes to focus and remember every little things can get overwhelming.

Reviewing your goals at a regular cadence will help adjust where needed, while still maintaining the systems you have in place. Think of how to adjust, rather than change course completely.

Establishing a growth mindset when it comes to your goals

It’s a bit of a shocker ⚡ to realize that the biggest obstacle to reaching goals is often ourselves, but not in the way that you would expect.. That’s right, self-sabotage is a real thing and a bit more prevalent than we’d like to admit. It’s a bit of a bitter pill to swallow, acknowledging that we might be our own worst enemies in the pursuit of our dreams.

growth mindset

Keep in mind, there’s also a silver lining in this realization. Knowing that you have the power to change your situation is incredibly empowering. As I like to say, “user error” is the best kind of error there is, because it’s the most easily fixed.

I’ve been exactly where you are now. There are times when I set a goal, get started, and then somehow find ways to trip myself up or be in situations where my life causes me to go another direction.

Whether it was procrastination, fear of failure, or just not planning effectively – I’ve experienced it all. It sometimes feels like a cycle I can’t break.

The game-changer for me was when I started to take intentional steps towards my goals. It wasn’t just about setting targets but also about understanding the patterns of my own behavior that held me back. Yes, seeking help was a big part of this transformation. I talked to coaches, joined support groups, and surrounded myself with people who had been through similar struggles, receiving their honest feedback. Their guidance and the sense of community are still invaluable.

Now, I’m in a place where I can share these insights with you. It’s not just about overcoming obstacles but transforming the way you approach your goals and your life. With the right mindset and willingness to adapt to change, you will give yourself the power to overcome any challenges that come your way.

I want to help you identify those self-sabotage traps and equip you with the tools to avoid them. Remember, understanding where the issue is, is the first step to overcoming your obstacle. Let’s turn those stumbling blocks into stepping stones on your journey to success.

Ready to break through those barriers? Contact me about my Simple Path to Success VIP day.

Not quite ready for that big of a commitment? Join my free newsletter for regular tips and support in a community of like-minded individuals.

Join My Newsletter

Stay connected for more insights and tips on achieving your goals. Follow me on social media – I share not just business advice but also my journey with ADHD with my family. You can find me on LinkedIn, Facebook and Instagram

Frequently Asked Questions (FAQs)

How can I stay motivated when progress is slow?

Slow progress can be particularly challenging when you have ADHD. Remember, it’s normal for motivation to ebb and flow.

Celebrate Small Wins and revisit your “Why”. Both of these can keep you on track when you start falling off.

What should I do if I feel overwhelmed by my goals?

It always helps to repeat the phrase “What is the next best thing to do?”. In essence, break down your goals into manageable tasks (you can use ClickUp or Airtable to do this!) Also remember that self-care and guarding your energy is extremely helpful when dealing with overwhelm.

How important is it to set deadlines for my goals?

Goal deadlines help to “create a sense of urgency” as well as help prioritize tasks that you have on your plate and a specific time. Being able to understand the steps needed and the amount of time you have to complete them helps use that motivation to propel you forward.

Looking to learn more? 

Check out these blogs:

Mastering Client Communication: Tips for Success

The Ultimate Productivity System: ClickUp & Airtable

Airtable Goal Tracking Made Simple: Achieve your Goals


As always, Keep it Simple,

Anas Signature


Embed Airtable in ClickUp

Airtable and ClickUp Workflow: Optimize Your Processes

Airtable and ClickUp Workflow: Streamline Your Processes

Quick… tell me how many of your tech pieces integrate together? How often do you feel like you are constantly opening up new tabs and trying to remember the name of that new software you just bought that’s supposed to “change how you do business?”.

Yes, that is a common occurrence in the field of small business. While we are super lucky we live in a time where there are SO many different types of technology out there that small businesses didn’t have access to 10 years ago, the sheer amount of it can be overwhelming, let alone trying to manage it.

This is why understanding your process and streamlining will optimize your productivity in surprising amounts.

I hear from so many clients that they want an “all in one” tool, and I get that, it feels as though things will be simpler if you can get everything you want or need from one tool

The fact is, that it’s impossible to find one tool that does everything you want and need it to do. Every business is different.

One more time for the people in the back…. EVERY BUSINESS IS DIFFERENT. That means, that there is no one tool that can handle EVERYTHING you want it to. It’s best to find tools that “play nicely” with others, otherwise known as integration

A little process mapping, a little understanding of what your business is actuallly NEEDING to reach it’s goals will go a LONG way to save you money, time, and best of all stress.

So, let’s figure out out how you can revolutionize the way you work with systems that integrate.

What are the benefits of integrating your systems?

You can greatly improve the management of your business workflow and enhance team collaboration by integrating the tech systems you utilize every day in your work. Connecting different systems increases data accuracy and accessibility, and enables better decision-making. It can also boost productivity (yay!) and therefore the effectiveness of your team.

By process mapping, you can start to streamline business processes, project management, and customer relationship management through system integration. While this article isn’t about process mapping specifically, I would be reticent to NOT mention it, as the process steps, the documents and information points involved are all vital parts of your business and need to have easy access wherever they reside.

What does it mean to Streamline Your Processes?

Streamlining your processes means optimizing workflow for maximum efficiency. By mapping out and identifying and eliminating bottlenecks or unnecessary steps, you can save time, reduce errors, and increase productivity.

It also improves collaboration, communication, decision-making, and project completion. Integrating your tech systems, such as Airtable and ClickUp, can be a game-changer for streamlining your processes and optimizing workflow. By connecting these systems, you can reap numerous benefits that will enhance your business management and team collaboration.

The Power of Integration: ClickUp and Airtable

So in the essence of streamlining, I have found through many projects in my corporate and consulting career, that the key pieces of how your business runs is within HOW you do your tasks, where the information lies (WHAT) that the tasks either need to be completed or is the deliverable of that task and also WHERE documents and files live.

Project, Info, and Document Management

The two biggest components of these really are the HOW and the WHAT. (the WHERE is a whole other blog post… but for the sake of brevity, I will shoutout to Google Drive and Dropbox)

The HOW of your business is the steps you need to take in order to get something done. You can also refer to these as TASKS. This is where ClickUp, or any other project management software, steps into the business and not only can you create your tasks lists, but you can also categorize them in a way that makes sense for your brain and your team.

I could go on about the aspects and features of ClickUp that are awesome for business owners, especially ADHD business owners, but I’ll let this blog speak for that at the moment.

The WHAT of your business is the information and details that the HOW of your business creates. This includes links to important websites or software, a client list and all their details, and assets created for clients as WELL as yourself.

This is where I believe the usage of tools like ClickUp starts to get a little convoluted. I have come across so many individuals and clients who keep the WHAT of their tasks inside the HOW. This means, that Designs are uploaded and messages sent in subtasks of a task of a folder of a space. They also use the somewhat limited database functionalities of custom fields to create spreadsheets. While I’m a HUGE fan of custom fields in ClickUp, creating a database that should ideally be created in a tool that can analyze through different views is arduous and clunky.

Let’s be honest, it’s frustrating as heck when you can’t get it to do what you REALLY want.

Let’s let ClickUp be what it is, a PROJECT MANAGEMENT tool with some cool extra functionalities that assist in the HOW things are done.

Airtable is possibly the only tool of its kind in the small business world (yes there are competitors, I see you SmartSuite) but Airtable truly stands out in it’s information management capabilities. It takes the concept of info management to a whole new level, offering a powerful and versatile platform for organizing your business data, links, and graphics.

Unlike ClickUp, which primarily focuses on task lists and project management, Airtable is designed as a dynamic database that allows you to structure and categorize your information in any way that suits your needs. In my humble opinion, there is no comparison when it comes to the ability of housing information, comparing it with other information, and automating based on the information’s criteria.

Imagine having your client list with all of their information, as well as when they purchased from you, how much money they have given you, what types of products/services they have purchased, and the deliverables from those services combined with your current tasks for that client, when the next projects or tasks are due.

All of your information in one place, but with tools that do their specific thing EXTREMELY well.

Pretty dope! (I’m showing my age here, I know. 🧑‍🦳 )

Benefits of Integrating ClickUp and Airtable

So you are starting to understand why it’s important to have tools and systems that do specific things very well, but don’t see how integrating clickUp and Airtable will help, especially if the whole aspect of the integration takes more work.

Firstly, the power of a unified view of projects, tasks and data cannot be overstated. This is a large reason why many clients look for an “all in one” type of software in the first place. In order to have a “second brain” for their business operations, they don’t want to go to multiple places to find it.

Secondly, with an integrated view, none of the information will need to be entered in twice. As someone who spent many years in looking at data and information, I can’t tell you how much DIRTY data is out there (yes, data can be dirty… dirty dirty data…. I digress). When I say dirty, I mean that there are 3 instances of the same information, with different details attached to each one. Although there are many reasons why this can happen, some of it is simply because the information is entered into 2 different systems 2 times.

No offense to you perfectionists out there, but every time information is touched by a human… the higher the chance of that information is wrong.

Automation is the magic sauce that makes my heart happy. I don’t necessarily mean automation BETWEEN the two programs, I mean the automation that is innate to each of the programs. ClickUp has been building on their automations over the last few years allowing for conditional logic, and Airtable has a REALLY decent internal automation system that can be used to send emails, update information between different tabs and a variety of other things.

This allows for simpler automation between the two programs using tools like Zapier because you are only pulling over specific information, not an additional 100 fields. As someone who is up to her knees in automation daily, this makes life MUCH easier in the long run.

ClickUp and Airtable Connecting

Lastly, the increased efficiency and productivity by leveraging the best features of both tools is a huge benefit to the integration of these two tools. For example. I have a use case where I run my CRM out of Airtable (you can check that out here if you are interested in the template for this.) While I have some of my processes automated (calendar appointments turn into leads), I always check it every day to make sure all details are filled in and the leads don’t need to be moved to the next stage. Instead of having each of these as a task in ClickUp to check, I just state “Check CRM and update as needed” to my daily task list. If needed, I can have a video or SOP on how that’s done if/when someday I pass it off to a VA or salesperson.

Update CRM Task List

So let’s just agree to agree. It’s time to matchmake these two tools in your business and get the best of both worlds.

How Does the Integration Work?

Integration by definition means to seamlessly share data or workflows between two software that allow for better and more enhanced functionalities of both tools.

This means that there are really 2 ways to integrate the tools, either to pass information or data between them using APIs (a computerized set of rules and protocols for interacting software applications) or actually using and/or providing the information in 1 tool to the other where it’s needed for the workflow.

This is important to know when integrating Airtable with ClickUp, mostly because a lot of the situations where integration is desired, are really just wanting to see the information in the other tool, not necessarily changing the information.

The simplest and most straightforward way to integrate ClickUp and Airtable is to simply embed an airtable view into ClickUp using the embed code from Airtable.

The second way would be to involve a third-party tool, such as Zapier or Make (formerly Integromat) to transfer vital bits of information needed for specific workflows from one tool to the other.

Continue reading for more information on when this is most applicable.

Streamlining Business Workflow with ClickUp and Airtable Integration

Remember the explanation about the HOW and WHAT of business tasks? This is important to remember when finding the best places and WAYS to integrate two tools together. Because ClickUp provides the ability to embed snapshots of other tools into it’s interface we will be considering that our MAIN point of entry into all of the information and tasks.

Airtable Embedd in ClickUp

Scenarios: Embed Airtable view into ClickUp Task or View for Customization

Many of the requests I have received in my work have been to pull information over from Airtable and make it visable within ClickUp so project managers can assess the completeness of a task or project or know at a glance the completion of said tasks.

This is as simple as adding a view with the Airtable information to the project itself. There are some examples below.

  • Group programs – embed an Airtable database of the members, their progress, their payments and how much time they have left as a view in the “activities” that must be completed.
  • Content Calendar – While ClickUp has some cool key features, nothing can overshadow airtable’s capabilities to capture all sorts of Content information, making it super-simple to reutilize for different needs in the future. You can have the steps to CREATE the content in ClickUp, and have the team update the airtable with all of the pieces needed for publishing. Embedding the view makes it super-simple to see what is not yet completed.
  • CRM – While many businesses utilize a CRM such as Hubspot, Dubsado, or Close, I have found that having a CRM built for you in Airtable not only gives you more power over the aspects you need, it also give you more visibility and ownership to nurture those leads. Also, having a CRM where you can embed the information into ClickUp is almost worth it in itself (interested in my CRM template? Check it out here)

To find out exactly HOW to embed airtable views into ClickUp, check out my Youtube



** Please note, you are unable to edit the airtable view in ClickUp, you will need to go to the application itself, but that is because no one should be “accidentally” or “unknowingly” changing your data. The reasons for this I will discuss in an upcoming blog.

Integration by Workflow Automation: Connecting by Zapier (or other tools)

There are other instances however, where key metrics or information would be better utilized by actually having information sent to your Project Management tool. specific tool. This is a bit more complicated than embedding an airtable view, but definitely a time and energy saver in the long run.

Imagine being able to close a client, and suddenly have their project and onboarding tasks show up in ClickUp, automatically assigned to the right people (and an email sent out to that client automatically to ask them to provide information for the project). Pretty cool, right?

There are some specific situations where this type of integration is super-helpful, some include:

  • Once a Lead becomes a Client, their Name, Project Name, and template are sent over to your Project Management tool, and the project teams are notified that the onboarding can start
  • If a client misses a payment, a task can be sent over to the project management tool to let the right team member know to follow up with them.
  • If you have a content calendar in Airtable with all your planned posts, an integration can create corresponding tasks in ClickUp as soon as a new content piece is added. It could also update the task if the status of the content piece changes in Airtable.
  • When a new job application is received in Airtable, create a task in ClickUp for the HR team to review the application and initiate the interview process.

While these use cases are extremely attractive to the business owner, it does take some know-how in order to plan out, create and manage a third-party tool like Zapier and Make that can handle this integration. Even in the age of AI, sometimes it takes thinking like a programmer to put together the logic to make sure this happens. Luckily there are a lot of courses out there to help as well as individuals who specialize in helping companies tie together their main systems using an integration tool.

If you are interested in Ana helping out with Airtable custom databases and ClickUp integrations specifically, feel free to reach out!

Call me: ☎️

How can integrating Airtable and ClickUp Workflow increase productivity?

Okay, so you understand that using Integrating ClickUp and Airtable can boost productivity by streamlining tasks, project management, and collaboration. With automation, task assignments, and project workflows become more efficient therefore making you and your team more productive.

ClickUp and Airtable Workflow

Centralizing task management and team collaboration into one tool can enhance productivity. Leveraging the individual strengths of Airtable and ClickUp and tying them together can super-power that productivity so that you and your team can spend your time and brainpower on moving the business forward or creating new lines of business.

Integrating ClickUp and Airtable also unlocks a plethora of powerful features for teams aiming to enhance their productivity and streamline work management. Whether you are part of large teams handling extensive business plans or individual users focusing on specific projects, this specific integration is a great way to optimize time management and ensure that every due date is met with precision. Airtable’s strength lies in its ability to manage relational databases, which, when combined with ClickUp’s versatile task management capabilities, provides teams with a comprehensive view of their projects through Gantt charts, timelines, and various other visual tools.

For those on a free plan, the integration still offers a wide range of features that significantly boost efficiency. Airtable records can sync with ClickUp, ensuring that all data is up-to-date and easily accessible, enabling teams to make informed decisions swiftly. This integration is not just a great tool for software development teams; it caters to small teams and individuals in various fields, adapting to different needs and workflows.

The best part? The transition and synchronization between the two apps are fluid, making it easy for teams to adopt and implement. From managing customer support tickets in Airtable and creating corresponding tasks in ClickUp, to visualizing project timelines in a Gantt chart for a holistic view, every aspect of project management is covered. Plus, with real-time notifications and comprehensive dashboards, teams stay informed and on track, regardless of the complexity of their projects.

This integration stands out as a beacon of efficiency, offering a solution that best fits the dynamic needs of diverse and remote teams. With its extensive features, robust customer support, and flexible pricing options, integrating ClickUp and Airtable is undoubtedly a consideration for any team looking to elevate their productivity and work management to new heights.

Wrapping it up 🎁

Navigating the dynamic landscape of project management and task collaboration requires tools that are not just robust, but also flexible and integrative. The seamless synergy between Airtable and ClickUp uncovers the myriad of ways in which their integration can transform your work processes, boost productivity, and foster a collaborative environment that is second to none.

From the simplicity of embedding Airtable views directly into ClickUp for immediate access to vital information, to harnessing the power of third-party automation tools like Zapier or Make for a more nuanced data transfer and task assignment, the possibilities are as limitless as they are innovative.

We’ve seen how these integrations can cater to a plethora of scenarios, from group programs and content calendars to CRM management, providing real-time visibility, and ensuring that every team member is on the same page.

Businesses of all sizes can do their work better and faster with this combo. It doesn’t matter if your team is big or small, or if your projects are simple or complicated. Integrating Airtable and ClickUp makes everything smoother, from planning to doing the work, and checking off tasks.

Take the leap, integrate, and watch as your workflows transform from good to exceptional. Welcome to a world where every task is an opportunity for excellence, and every project is a step closer to success.

Looking to learn more?  

Check out these blogs:

Simple Task and Project Management 👈

Planning your Week and Calendar Scheduling 👈

How to focus on the right things 👈

As always, Keep it Simple,

Anas Signature


Productivity Systems for ADHD

The Ultimate ADHD Productivity System: ClickUp & Airtable

Rethinking ADHD Productivity Systems with ClickUp & Airtable

If you have met me or known me at all, you’ll know that I am the mother of two ADHD super-powered kids, and have recently been diagnosed as neuro-spicy myself. Little did I know that for the last 30 years, I have been figuring out how to operate in life with a brain that likes to go 50 directions at once, and can’t focus enough to get 1 thing done if I don’t set myself up for success first.

To be honest, one of the main reasons I have dove into and take serious pride in the systems and productivity work that I do is because I use to be the WORST when it came to getting things done. Nothing came easy to me, I had a hard time and had to scratch, crawl and climb my way through my classes at school, and excelled at things like piano and music because it didn’t require the same type of concentration that studying for a history test did.

I am one of those people who LOVE the logic of math but can’t hold onto the concepts long enough to apply the logic during a test. This is why I tested as gifted in math but went from AP. down to Honors and then down to College Prep math within 1 year in high school. This is something I was always embarrassed about at the time, but age and understanding have brought me back around to accepting and embracing my neuro-spicy superpower.

It took me a long time to figure out the systems and processes that work best for my brain and today I’m going to share with you why I constantly recommend ClickUp and Airtable as the power couple that not only acts as my “second brain”, but also is the central gear to many individuals businesses productivity and can be set up to match almost every brain type out there.

Below I will take a deep dive into the key features of ClickUp and Airtable that are beneficial for ADHD business owners and provide real-life success stories of businesses using both tools together. By the end of this post, you’ll have the knowledge and tools at your fingertips to improve your business operations and increase productivity.

So let’s get started.

Can an ADHD productivity system be customized to fit individual needs?

Yes, an ADHD productivity system can be customized to fit individual needs. Remember that everyone with ADHD experiences unique challenges and preferences, so it’s important to have a system that can be tailored to address specific needs throughout the team to manage time, tasks and priorities.

ADHD Overwhelm

Why is it so hard to be productive with ADHD?

If you have met someone with ADHD… you have just met one person with ADHD. Just like all individuals, we have different personalities and needs, but there is a deeper connection having to do with how we process information (or don’t in some cases) and how our executive functioning works. Generally speaking, we have a harder time focusing on just 1 thing because there are so many other stimuli wanting our attention. Sometimes if we DO find that one thing that we are good at, we often lose ourselves in it and don’t come up for air for hours at a time.

Both of these situations can and are detrimental in a business where others are depending on you to provide leadership, approvals or tasks completed in order to keep the customers happy.

Let’s dive into this a bit more.

Understanding ADHDers Productivity Challenges

Living with ADHD symptoms can present unique challenges when it comes to staying focused and organized.

In fact, it can be downright maddening at times.

The symptoms of ADHD vary from person to person, highlighting the importance of finding personalized productivity strategies, but in essence, because those with ADHD have issues with Executive Functioning (mental skills that help us stay on track and manage our time and emotions), it can feel like we are pushing a boulder uphill every day.

It’s exhausting.

This is why it’s so important to have a system in place that helps with time management and task prioritization struggles,.

With the right tools and techniques, it’s possible to improve productivity and achieve success.

Common Productivity Challenges for ADHD Business Owners

ADHD business owners specifically can face common productivity challenges in their daily operations.

Because there are always multiple projects for clients, or internally going on at the same time, it can be extremely overwhelming for brains that can’t even keep track of where their keys are if they aren’t on the hook next to the door!

Sustaining attention is a long-time struggle also making it difficult to stay focused and meet deadlines for themselves as well as their clients.

Delegating tasks to others requires the skills of passing on information, estimating the time it takes to complete and making trusting others to handle responsibilities which can be difficult when you feel pressure to ensure quality work.

Distractions, such as emails and notifications, disrupt focus in the best of us, makes it doubly hard to maintain productivity. (it causes what I like to call “squirrel brain”.

And lastly, balancing personal and professional lives can be a challenge for anyone, but particularly for ADHDers.

How Digital Apps Address ADHD Productivity Issues

So what can we do?

Luckily, we live in a time where there are many types of productivity systems and programs designed to improve productivity and help us focus.

Some popular ones that come to mind are:

Pomodoro Technique

Bullet Journaling

Eisenhower Matrix

When it comes to running a business, you also need tools that can speak to your team as well. This is when finding a tool or tools that works with how your brain works, helps you focus on the tasks that need to be done and in a way that makes sense is extremely important.

The ADHD brain needs structure, accountability, and prioritization in order to function optimally. (Despite the fact that so many neuro-spicy people out there say they don’t like ANY of these things. Liking and needing are two totally different things.)

Interestingly enough this is ALSO what a business team needs regardless of the types of individuals on it.

So what does this mean?

Well, it means that the tools you use to organize your business must have characteristics that allows it to keep structure, while still being flexible enough for the team member to get their information quickly and easily.

The following is a list of ADHD-specific requirements that I have always looked for with my clients when it comes to the tools they use

  1. It must be easily customizable to the team AND the user
  2. It must play nicely with other tools
  3. It must load quickly
  4. It must support templates
  5. It must be able to relate activities to other activities
  6. It must have automation or work with 3rd party automation tools
  7. It must have a solid repeating task system
  8. It must have decent mobile versions

All of these ensure that the tool will be beneficial to everyone in your company. Not only will it alleviate confusion, but it will help focus and allow you and your team to thrive.

Deep Dive into ClickUp for ADHD Productivity

So, all of that is to say that I keep coming back to ClickUp (especially with the new 3.0 version) as the quintessential project management tool for productivity for business owners.

If you haven’t heard of ClickUp, you may be living under a rock, but if you are new to the scene here is a quick synopsis of the tool. “ClickUp is the ultimate productivity platform to connect all of your work across apps, in one place. Users, teams, and even entire businesses rely on ClickUp for its rich set of fully customizable features.”

You can check it out here: ClickUp for ADHD Management

Initially, ClickUp was just a project management tool, but in recent years it has expanded it’s capabilities to include other features like documents, whiteboards, mindmaps, and prebuilt templates to kick-start your system.

Some individuals, ADHD and neuro-typical alike can find this a bit overwhelming at first, but if you start small, and discover HOW to use each of the additional tools as you grow and expand, you start to understand how all of these features can come together for your whole team.

Key Features of ClickUp that are Beneficial for ADHDers

ClickUp does offer a range of features, but there are also cons that individuals should be aware of as well. Even though I’m a huge fan, I fully admit that no system is perfect (well, unless you build it yourself, which is a WHOLE other blog post).

At first glance, ClickUp can seem overwhelming, but like any task management system, it has 2 main areas that build upon each other, allowing for some customization as mentioned earlier.

First, the “Spaces” area, which is built upon a heirarchy of Spaces, Folders, Lists, Tasks, Subtasks and Checklist (not to mention Custom Fields (MY FAVORITE THING) and communication within the tasks itself. This is where the bulk of the work and lists can be organized and worked through

Secondly, is the “Home” area which has added features such as a personal “inbox” to see all notifications, internal documents, dashboards, whiteboards and additional areas that are being developed, like Goals and Pulse. Basically these use the information in the Spaces area or added features that can be used in conjunction with it. Good to have, but not necessary to function.

ClickUp Productivity Menu

✅ ClickUp pros for productivity and ADHD

How is ClickUp more well-suited for those with ADHD? Well I made a list below of the features of the program and why those could be helpful individually for those who struggle with organization and time management. Check it out:

  1. Structured Organization: ADHD individuals can sometimes struggle with organizing tasks and projects. ClickUp offers a structured way to break down projects into smaller tasks, subtasks, and checklists, making it easier to focus on one thing at a time. Of course, this also goes along with, the fact that it is also customizable in how the hierarchy is used.. Users can set it up in a way that best matches their working style, which is crucial for ADHD individuals who might need a personalized system.
  2. Reminders and Notifications: For those who tend to forget or procrastinate, ClickUp’s reminder and notification system ensures that important tasks don’t slip through the cracks, something I am all too familiar with before I discovered this tool
  3. Integration with Other Tools: Although we all wish there was 1 software that did everything we needed in business, we all know that no such thing really exists. Most software out there do 1 thing really well for 1 business type. Since every business is different, you either have to fit your business model into their software, or use other software and integrate it together. I’d prefer the latter. ClickUp’s integrations ensure that they don’t have to switch between multiple platforms, reducing the need to flip from one tab to another
  4. View-types and Filters: Perhaps one of the most powerful aspects of ClickUp are the ability to create different views from the same task list, enabling each team member to see only what is pertinent to THEM, or be able to filter to specific types of tasks. This is super-important when it comes to prioritization of tasks and figuring out which ones are highest priority.
  5. Recurring Tasks: For routine tasks or habits, the recurring task feature can help ensure that these tasks don’t get forgotten, providing consistency and routine, extremely beneficial for those of us who just can’t keep it all in our head.
  6. Templates and Automations: While setting up ClickUp can take some time to cater specifically to your business’s needs, the creation of Templates and utilization of Automation with those templates can take what use to take hours and be wrought with errors to minutes and exactly correct every time. No more panicky moments of “Oh no, what did I forget this time?!”

❌ ClickUp cons

While ClickUp offers an extensive range of features, some individuals with ADHD who prefer simplicity might find it overwhelming at first. I hear this most often of all.

Remember, that while initial setup may take some time, having a tool that fits your brain will save you time (and lots of stress and anxiety) in the long run.

Airtable: A Powerhouse for ADHD Business Organization

So onto my OTHER favorite tool for organizing the neuro-divergent mind… Airtable.

I’ve heard Airtable described as Excel on steroids, and while I like the visual..

Excel sheet on steroids(Thank you AI)

… I don’t think it’s exactly accurate.

While ClickUp is a phenomenal tool to pull together all of your tasks and related actions, Airtable is a great tool to pull together all of your information or data. How is that different? I’m glad you asked!

A Task is something you do. It has someone who needs to do it, a due date for it, sometimes it is categorized as a marketing task, it can have a status or even can have progress measured against it depending if it has many subtasks.

Information is what is generated by the task. It can be a client list with all of their contact details, business details, and previously purchased services. It can also be a list of your services attached to your financials, perhaps even a list of everyone who has ever applied for a job at your company.

This is what Airtable is amazing at. Collecting and displaying all of your business information in ways that make sense to whoever is viewing it.

✅ Airtable pros for productivity and ADHD

So now that we know what Airtable is, let’s see how it can help with the productivity of those who struggle with ADHD. (You’ll find that many of the features we mention are the same as for ClilckUp, but for a different type of tool.) Here are just a few

  1. Visual Organization: Airtable’s grid, kanban, gallery, and calendar views allow for visual organization. For people with ADHD, visual cues can be instrumental in processing and recalling information.
  2. Customizable Layouts: Every individual’s mind works differently, especially those with ADHD. Airtable allows for the customization of fields, so users can set up their base (what Airtable calls a database) in a way that makes the most sense to them. Airtable Productivity
  3. Linking Records: ADHD individuals can sometimes struggle with associating related pieces of information. In Airtable, linking related records across different tables helps to create associations and visualizes how different pieces of information connect.
  4. Attachments and Rich Fields: Users can embed images, videos, and other files directly into their records. This multimedia approach can cater to different learning and processing styles, which is great for individuals with ADHD. Airtable Image Gallery
  5. Templates: Just like ClickUp, Airtable offers simple templates for various use cases (as does the community at large). For someone with ADHD, starting from scratch can be overwhelming or they may just need to see examples to get their brain spinning.
  6. Automation: Automations, internal to Airtable can not only notify of updates happening in the system but also send out emails, create new lines in other tables, and many other things. In fact, it is one of the best features of Airtable. If you take the system out of an ADHD person’s head and give it to a tool, it frees up that much more space for creativity and hyper-focusing on what they do best.
  7. Search and Filter: For ADHD individuals who might get overwhelmed with too much information at once, the search and filter functionalities in Airtable can help them quickly pinpoint the information they need.
  8. Mobile Access: The availability of Airtable on mobile devices means that ADHD individuals can access and update their information on the go, which is great for those spontaneous moments of inspiration or when they remember something important.

By utilizing these additional features, ADHD individuals can optimize their workflow and improve their overall productivity on a daily basis.

Creating a Second Brain for tasks and information using ClickUp and Airtable

With this knowledge of how ClickUp AND Airtable can, be beneficial for anyone overwhelmed by “all.the.things.”, there is one more trick up our sleeve, in how to work with them TOGETHER.

You have heard of the second brain, it’s a term used to describe a place to put your thoughts, tasks, your internal “to-do” list outside of your body to help you and others remember all the things that we may forget, but don’t want to or would be in trouble where we do.

Using the task management within ClickUP, and embedding the information management of Airtable INSIDE of ClickUp creates the super-powered brain of all second brains, in a way where all automations can work together and you don’t need to put in the same information multiple times.

Not only is this incredibly helpful to those whose neuro-divergent minds can wander off in giving them all the information they need upfront, but it’s also incredibly efficient and effective for anyone else gathering that information.

I have done this for hundreds of clients over the past few years, as well as in other tech when I was in corporate, and have been told multiple times how it really does combine the best of both worlds

In Conclusion

By customizing the way your brain processes and stores information, ClickUp and Airtable is a great way to create a system tailored to your needs.

Say goodbye to the overwhelm and embrace the efficiency of having a second brain with ClickUp and Airtable.

By understanding the unique struggles faced by the neurodiversity community and utilizing digital tools like ClickUp and Airtable, you can create a more organized and efficient workflow for yourself and your team by using the tools customizability, automation capabilities, and streamlined business processes.

Whether it’s creating a second brain for tasks and information or integrating ClickUp and Airtable for comprehensive business management, these tools have proven to be game-changers for many ADHD business owners. So, take advantage of the features they offer and see how they can improve your business operations and personal lives. Empower yourself to overcome productivity challenges and achieve success in your endeavors.

The only way to learn something is to USE it!
Grab my FREE Airtable Business Hub with Training

Goal Management Image with checklist

Airtable Goal Tracking Made Simple: Achieve Your Goals

Simplify Goal Management with Airtable Goal Tracking

Are you someone who struggles to keep track of your goals? Do you find it hard to manage them effectively and efficiently? I’d like to encourage you to try a little tool called “Airtable” to help you start to organize your goals (and whatever else you need in your life.) Whether you are a small business owner or an individual looking to organize your personal goals, Airtable has got you covered.

In this blog post, we will explore everything you need to know about using Airtable for goal management. We’ll walk you through the basics of the platform, how it structures your goals and projects just like lego blocks, and how you can apply your SMART goals in Airtable. We will also share tips on optimizing the platform for your specific business needs. In addition, you’ll find an Airtable template to use as a starting point for organizing and tracking your goals.

Alrighty then, let’s go!

Understanding Airtable for Goal Management

Airtable can uplevel your goal management (once you have set your goals… check out my blog on how to do that here! ) with its user-friendly interface, empowering you to track and prioritize your goals effortlessly. By centralizing all your goals in one place, Airtable provides a streamlined experience that shows and connects to other areas of your business, making gathering metrics and tracking the projects much simpler than going 10 places to find information.

Airtable has a lot of free templates that will allow you to create a goal and/or management system tailored to your specific needs – (or you could check out my super low-priced one! -> Airtable goal tracker.)

Additionally, the features like linking and filtering, Airtable enables efficient organization and visualization of your goals, helping you and your team stay focused and motivated. Streamline your goal management process with Airtable and unlock your full potential.

How Does Airtable Support Business Goals?

Airtable is a powerful database tool that supports businesses in all levels, but started with the small business in mind.

It is a collaborative platform for teams to align their objectives and track key metrics throughout their organization (as well as many other aspects). With integrations and flexibility, Airtable enables seamless data sharing and allows businesses to not only manage, but also share it’s goal management system with other tools for easy communication.

Pretty cool yes?

Applying SMART Goals in Airtable

Once you have figured out what your new goals are, you are ready to set them up in Airtable.

I have created a previous blog about how to specifically do this that is applicable in this situation.

This will make it extremely easy to end up setting up your project management tool or do your management with Airtable if you prefer.

In my goal-tracker, I have a Form that can be filled out to set my goals and make sure that they are SMART goals for my business.

New Goals Airtable Form

This will automatically add it to my Goal Spreadsheet and tell me HOW these will be measured throughout the quarter of year.

The first step, DONE, getting them in Airtable.

The next part of this is figuring out the steps that need to be taken in order to help the goal be successful.

This is the starting point of your internal projects that are related to each goal.

From the list of steps, create 1 project for each major step. This is best done to be listed on another tab and associated to the goal that it goes to. You can do this by adding a project on the project tab, or clicking the “+” sign.

These are the building blocks of reaching your goals.

Some of them will be one-time tasks

Some of them will be creating a system or a repeating series of tasks that need to be done weekly

In either case, it is these “Projects” or “Tasks” that will determine the measurement of your goal-reaching.

Airtable Goal Tracking

At this point in the process, I recommend that you either put the projects and the tasks inside of a project management tool or use AT as a PM tool for these goals specifically. But the actual TRACKING of the goals I recommend to be in an Airtable Base.

Reason being, this program was MADE to handle data and information and combine it with other information, making it easier to pull in information automatically as your business grows. It really is it’s superpower.

To make sure that the information is being updated, just make sure that there is a reminder to yourself, or your team, in your PM tool to update the metrics 1x a week.

As you learn more and use Airtable more, you will be able to automate these metrics in their appropriate spots.

Important Note:

ONE of the Projects that you need to include in EACH of these is to make sure to track your goals at least 1x a week and update when necessary. I find actually creating a daily/weekly to-do list that needs to be done every day is the best way to create this habit. This can be done in ANY tool as long as it’s someplace that you will make sure to check.

In my goal-tracker, I have added a Metrics tab, where we can account for all of the targets and actuals.

What Makes Airtable a Preferred Choice for Small Business Owners?

Because this software is so flexible and pliable, it is a well-known software choice for the companies that have specific information and project management needs. It stands out as a preferred choice for small business owners due to its user-friendly interface and customizable goal management system.

In the end, finding software that can grow with you, that is the best in its class and is affordable is a definite plus of this tool. I encourage you to see if it’s something that you could use in your business.


In conclusion, Airtable Goal Tracking is highly recommended if you haven’t been using anything else or if you haven’t found a good way to make your goals front of mind.

The software’s versatility and customizable features make it a preferred choice for small business owners looking to optimize their goal management strategies.

Ready to simplify your goal management? Download Airtable now and take control of your business’s success.

Want to read more?

Looking to learn more? 


Check out these blogs:

Simple Task and Project Management 👈

Planning your Week and Calendar Scheduling 👈

How to focus on the right things 👈

Anas Signature