Systems Assessment Form "*" indicates required fields Loaded Current Current System Usage & ChallengesIn this section, we’ll explore how your team currently uses Airtable and the challenges you’re facing with the system. Understanding these areas will help us identify where immediate improvements can be made to boost functionality and team satisfaction.How are you feeling about your current system? Very satisfied: It’s a great system, but we’re always open to optimization. Satisfied: It’s working well, but we see room for improvement. Neutral: It meets basic needs but could be much better. Dissatisfied: It works in some areas, but there are significant gaps. Frustrated: It’s creating more issues than it’s solving. Overall, how are you feeling about the prospect of improving your system? Excited: Ready to make impactful changes that benefit the whole team. Optimistic: We think improvements will make a noticeable difference. Curious: Interested to see what’s possible and where we can enhance our setup. Skeptical: Not sure if changes will solve our main challenges, but open to ideas. Overwhelmed: Improvements sound good, but the process feels daunting. Which are the primary uses or tasks your team is currently using Airtable for?Choose all that apply. Project tracking Client relationship management (CRM) Task management Document storage and reference Resource planning or allocation Other What other reasons do you use Airtable?*Which roles describe what you’re looking for in a collaborator right now?Choose all that apply. A strategic guide: Someone to direct our next steps and provide a clear roadmap for progress. An educator: Someone who can help us understand the options and trade-offs, so we feel empowered to make informed decisions independently. An integrated teammate: Someone who is highly involved with our team day-to-day, working closely with us to bring our ideas to life. A strategic advisor: Someone to help us make key, high-level decisions before we bring on people to execute the plan. A technical expert: An engineer who can execute our vision and bring the technical details to life. What are the biggest challenges your team faces with your current Airtable setup? Difficult to navigate or unclear structure Accuracy or consistency issues Limited integration with other tools we use Low team adoption or engagement Lack of training or onboarding resources Redundant or repeated setup work Other What other challenges are you experiencing?*Have you or your team used other tools for similar workflows in the past? Yes No What led you to switch to Airtable? Need for better customization and flexibility Simpler user experience Desire for integrated data management Limitations in previous tool’s features Better collaboration capabilities Data visibility and accessibility Scalability needs Cost-effectiveness Increased integration options Recommendation from another team or department Not sure Other What other reasons led you to switch to Airtable?*System Goals & Expected OutcomesHere, we’ll look at the improvements you want to achieve with an optimized Airtable setup. This section focuses on your team’s priorities and the outcomes you value most, allowing us to tailor recommendations to align with your specific business goals.What improvements or new capabilities do you hope to achieve with a revised Airtable setup? Enhanced team collaboration Clearer data structure and organization Integration with other tools for smoother workflows Improved visibility and reporting on projects Simplified, user-friendly design Increased team adoption and usage Other What other improvements do you hope to achieve?*How do you envision an optimized AirTable system supporting your overall business goals? Allowing us to increase efficiency and complete projects faster Enabling better team alignment and visibility on key tasks Making it easy to track progress and manage resources effectively Other What other ways do you envision supporting your overall goals?*How important is it to your team that workflows and processes can adapt to other tools if needs evolve? Extremely important: It’s critical that our workflows are flexible and can easily transition to other tools if our needs or technology change. Somewhat important: Flexibility would be nice to have, but it’s not a top priority right now. We’re focused on getting the most out of our current platform, with adaptability as a secondary goal. Not a priority right now: We plan to stick with Airtable for the long term, so making workflows adaptable to other tools isn’t something we’re focused on at this time. Team & Adoption InsightsThis section gathers insights on team adoption and dynamics. We’re interested in understanding how well Airtable fits into your team’s workflows, what might be impacting engagement, and what support could help boost usage and satisfaction.How many people are currently using Airtable?How many would you ideally like to be using it?What factors currently impact how consistently your team uses Airtable? Ease of use or complexity of the current setup Team members’ familiarity with Airtable Preference for other tools or software Lack of initial training or ongoing support Other What other factors currently impact usage?*What kind of support do you believe would help increase team adoption and engagement? Training sessions for new and existing users Detailed onboarding guides or documentation Ongoing support and troubleshooting Simplified workflows that fit current processes Other What other type of support do you believe would be helpful?*Technical & Integration NeedsThis section is about your technical requirements and any integrations you currently use or would like to see. Knowing which tools you rely on and how they connect to Airtable helps us create a cohesive system that supports your team’s entire workflow.Do you currently use any of the software or tools listed below? Asana Automate.io AWS Basecamp Buffer Constant Contact Dropbox Evernote Eventbrite Facebook Formstack GitHub Gmail Google Calendar Google Contacts Google Docs Google Drive Google Forms Google Sheets Google Workspace HubSpot Hootsuite Integromat Instagram LinkedIn Loom Mailchimp Microsoft Excel Microsoft Outlook Microsoft Teams Microsoft Word Miro Notion PayPal QuickBooks Salesforce Slack Spotify Stripe SurveyMonkey Trello Twilio Typeform Whimsical WordPress X YouTube Zapier Zendesk Other What other related tools do you use? Add RemoveDo you currently have any integrations set up with Airtable? Yes No Not sure Are any of these currently integrated with Airtable? Google Workspace Slack Dropbox Gmail Google Calendar Google Drive Google Contacts Google Sheets Google Forms Google Docs Microsoft Outlook Microsoft Teams Microsoft Excel Microsoft Word Salesforce Jira Zendesk HubSpot Asana Trello Basecamp Evernote Facebook Instagram X LinkedIn YouTube GitHub Bitbucket Miro Whimsical Typeform Formstack SurveyMonkey Mailchimp Constant Contact SendGrid Twilio Hootsuite Buffer Zapier Integromat Automate.io Parabola Tableau Power BI Snowflake Stripe PayPal QuickBooks Xero Eventbrite Spotify WordPress Tumblr Loom Data Fetcher AWS Lambda Is your current website built in WordPress? Yes No Not sure Long-Term VisionIn this section, we’re looking to the future. Your team’s goals, anticipated changes, and scalability needs help us design a flexible system that can adapt and grow alongside your business.How do you anticipate your Airtable needs evolving over the next 1-2 years? We expect to scale for more users and teams. We may expand Airtable’s usage to additional areas within the business. We don’t anticipate much change in our needs. What concerns, if any, do you have about scaling or sustaining Airtable within your organization? Concerned about data consistency as we add more users Unsure if Airtable will handle our data volume in the future Limited permissions or access control for different user roles Potential difficulty in training new team members as the system grows Risk of cluttered or disorganized data over time Uncertain about integration compatibility with future tools Concerns about maintaining data security and compliance standards Worried about potential costs as we expand usage Other What other concerns do you have?*Would you be interested in periodic system reviews or consulting support to ensure Airtable continues to align with your goals as they evolve? Yes: Periodic reviews would be helpful. Possibly: Depending on the results of the initial setup. No: We prefer a one-time setup. Team Size, Budget, and Project ScopeThis section provides context around the size of your team, budget expectations, and preferred project scope. By understanding your priorities, timelines, and investment range, we can ensure that our approach aligns with your needs and delivers maximum value.How many people work at your company? < 10 10–25 25–50 50–75 75–100 100+ Do you have a specific timeline or any critical deadlines for implementing an optimized Airtable system? We need a solution within the next month. Ideally, within the next 2-3 months. Sometime in the next 6 months. No immediate deadline, we’re focused on getting the best setup possible. Which pricing model aligns best with your budgeting preferences? Fixed-price project with a clear scope and deliverables Tiered service packages with options based on needs Subscription-based or retainer model for ongoing support Project PrioritiesDrag these in order of importance, with the top being the most important to you.Low Cost – Prioritizing keeping expenses as low as possible.Fast Delivery – Prioritizing quick completion and turnaround time.Top Quality – Prioritizing the highest quality results over other factorsWhat is your anticipated budget range for initial consulting support?This helps us design an approach that aligns with your investment expectations. Under $5k $5k–$10k $10k–$20k $20k-$50k $50k-75k $75k+ Are you open to additional budget allocations for ongoing support, training, or future system adjustments as your needs evolve? Yes: If the system adds value and shows measurable improvements. Maybe: Depending on team needs and initial results. No: We prefer to focus on a one-time project. What specific goals or improvements would justify the investment in an optimized system?This helps us prioritize outcomes that align with your expected ROI. Improved team efficiency and faster project completion times Increased data accuracy and visibility across teams Enhanced collaboration and engagement with Airtable Reduced time spent on manual processes Ability to integrate Airtable smoothly with other tools Other What other goals or improvements did you have in mind*Would you consider a quarterly or biannual “system health check” to ensure Airtable continues to meet your needs as they evolve? Yes: Regular check-ins would be awesome. Possibly: Depending on the outcomes of the initial project. No: We prefer a one-time solution. Background & Decision-Making PerspectiveHow confident do you feel about making technology decisions that will best serve your company? Very confident: I feel knowledgeable about technology and prepared to make informed decisions for our company. Cautiously optimistic: I’m open to change but want a solid understanding of the technical implications; I trust the experts to guide us. Hesitant: I had a poor outcome in a past experience, which makes me wary of making changes without clear evidence and support. Open but uncertain: I’m not fully confident in technology decisions and would value hands-on guidance to make the best choice. Anything else you'd like to add?Your First Name* Your Title Your Email* Assessment SummaryEmailThis field is for validation purposes and should be left unchanged.
