Tech

The Tech Stack
Connected systems powering KLC operations

Connected Systems:

Airtable

Single source of truth for all operational data

ThriveCart

Payment processing and contract delivery

TidyCal

Appointment scheduling for intensives

Slack

Client communication and submission portal

n8n

Automation engine connecting all systems

Next.js Dashboard

This dashboard for real-time monitoring

Cost Savings:

Avoiding $2,160-6,600/year in CRM software, client portal solutions, and additional automation tools

The 8 Airtable Tables
Your operational database structure
1. Clients
Master client database with lifetime value tracking
Fields: Client Name, Status, Monthly Revenue, Contract Dates, Submissions Count
2. Retainer Submissions
Track the 5/month submission limit with SLA monitoring
Fields: Client Link, Request Details, Status, Priority, Dates, Response/Completion Time
3. Projects
Launch consulting project management and tracking
Fields: Project Name, Client Link, Status, Total Value, Progress, Dates
4. Invoices
Revenue tracking with payment status and rollups
Fields: Invoice Number, Project/Client Link, Amount, Payment Status, Dates
5. Rewards Program
Points tracking and redemption management
Fields: Client Link, Points Earned, Points Redeemed, Reward Type
6. Case Studies
Pipeline from interview to publication
Fields: Client Link, Status, Interview Date, Publication Date, Results
7. Content Calendar
Multi-channel content planning and scheduling
Fields: Content Title, Platform, Publish Date, Status, Performance Metrics
8. Lead Magnet Subscribers
Private podcast subscriber tracking
Fields: Email, Subscribe Date, Source, Engagement Level
10 n8n Automation Workflows
Eliminating manual data entry and ensuring nothing falls through the cracks
Priority Automations

ThriveCart Purchase → Client Creation

Auto-create client record, generate invoice, send welcome email with Slack invite

Slack Submission → Airtable Log

Capture submission from Slack, create Airtable record, track monthly limit

SLA Monitor Alert

Alert when submissions exceed 48-hour response time

Launch Inquiry → Lead Creation

Create lead record and send TidyCal booking link automatically

Reporting Automations

Monthly Revenue Report

Auto-generated on the 1st of each month with breakdown by service type

Weekly Metrics Snapshot

Delivered every Monday at 9am with key performance indicators

Content Publishing Reminders

Alert 24 hours before scheduled content publish date

Growth Automations

Rewards Points Auto-Calculation

Calculate and update points based on referrals and engagement

Case Study Interview Scheduler

Auto-reach out to eligible clients for case study interviews

Project Milestone Tracker

Update project status and send notifications when milestones hit