Take Your Business to the Next Level
Dear Window Treatment Professional,
Does your project management system look like this?
If so, you may be feeling…
Frustrated. It takes forever to put an estimate together. You are still using pen and paper and making manual calculation for each project. Every time there is a revision, it’s like starting all over again…and again, and again. Then when it’s approved, there’s even more data entry, things to track, and repetitive tasks that take up too much of your precious time.
Disorganized. Post-it notes are your go-to method for lists and reminders - and they are everywhere. You have client folders and quotes all over the place. List of things to order is never-ending, and sometimes it’s hard to remember what you ordered, whether you confirmed it, and did you tell the client about it.
Inefficient. You find yourself re-entering the same information, or filling out other people’s templates – which duplicates your efforts and just doesn’t use your time efficiently. You find yourself doing the same things differently each time, perhaps using the excuse that each job is too custom to comport as a process.
Tethered to your files. When you need to access project information, you have to physically go to your desk and manually look for the project file and client information. Being out of the office is challenging. If you have a team, they don’t know how or where to access project information. The left hand doesn’t always know what the right hand is doing, and your team isn’t on the same page.
Out-of-Touch. Your clients and colleagues are using cloud-based storage and communications, but you don’t even know where to start.
Overwhelmed by the options. You know there is a better way, but with so many software systems, how do you choose one? And the programming that goes along with it - it could take months or years to design and implement the paperless workflow! Who has time for that?
These situations can be frustrating.
The good news is, it doesn’t have to be this way.
You can have a tech-driven and cloud-based project management system.
Handed to you on a silver plate.
I can help.
I can help you take your business to the next level.
You own and operate a successful window treatment business. You are right where you want to be in regard to revenue, your team, and your process.
And yet, something is missing.
You are still doing things the “old-fashioned” way. Your files are organized and you have a system that lets you track details…but these are paper files, and can only be accessed by physically being in your workspace.
Or perhaps, you have a cloud based system - but it still isn’t providing the efficiency you need to give you more time to work ON your business rather than IN your business.
Your system of spreadsheets, online folders, forms, and templates are disconnected, and, well, clunky.
There is a lag in project updates, because you or your team are unable to update project files and notes in real-time. This at times causes miscommunication with vendors and clients.
Managing your files and notes and tracking project progress and updates feels tedious, with much repetition and organization challenges.
You feel overwhelmed and disorganized, constantly behind, distracted when you try to enjoy downtime with family and friends (did I remember to place that order?), frustrated that every task takes up so much time, and you’d love to hire help, but how in the world could you train someone when all of your notes and project management are in your head or on sticky notes?
Some days, you wonder why you even started your business to begin with. You are on the verge of burning out, feeling resentful and exhausted by the never-ending to-do list.
Sound familiar?
There is a better, more efficient way to manage your projects.
Welcome to the World of Paperless Project Management.
Paperless project management will change your life and your business.
Experience the convenience and efficiency of eliminating repetitive data entry, manual calculations, and project updates.
Enjoy the freedom of accessing information and project details from anywhere, on any device.
Provide yourself and your team with the ability to enter project updates without needing to be in the office.
Provide your clients with an elevated experience, with superb communication and project tracking.
You can have it all, with access to the Vitalia Inc Airtable Project Management System.
Skip all the mistakes, the cost of trial-and-error, and the years it takes to build a paperless project management system.
I understand what you’re going through, because I’ve been there too.
I have been in your shoes, and I experienced the same challenges you are facing. What was supposed to be a business where I could create my own schedule and feel the freedom of flexibility, turned into never ending to-do lists and a feeling of being spread too thin.
I was going on multiple appointments a day, creating and revising estimates, processing payments, doing all the project management, placing orders, dealing with problems and back orders, handling customer communication, interfacing with the workroom, figuring out bracket deductions, solving design and engineering problems, receiving orders, opening packages, going on installations – the list can go on.
I knew I needed a better system, but I was so overwhelmed it was hard to imagine having the time to implement new strategies, let alone hire and train someone to help me.
I had to make the decision to either scale back or scale up.
Otherwise, the hamster-in-the-wheel lifestyle was never going to end.
I decided to scale up. In 2018, I began creating my Airtable project management system. Over the past few years, I have developed and fine-tuned my paperless project management system. My Airtable has gone through many evolutions to get where it is today.
I invested in myself and my business to establish the systems & processes I needed to reach the next level. And in doing so, I drastically reduced the headaches, heartaches, and hardships that have been weighing me down and preventing me from truly loving what I do.
And now it’s available to you.
You can take the shortcut with my Airtable Project Management System.
Transform your Business. Transform Your Life.
Right now, you’re stressed. Overwhelmed by paper and post-it notes. Feeling like you’ll never be able to get organized, and that it’s impossible to get caught up and keep track of orders and details.
But once you decide to take control and implement a paperless project management system to run your business like a well-oiled machine, the other side is life changing.
You’ll have time to work on your business, expanding and gaining more clients (without being stressed about it.)
Your team will be able to function in their roles to fully support you, rather than feeling like you have to be involved in everything.
Your projects will be organized so that you and your clients know what to expect for every step.
You’ll have more time for your friends, your family, and your passions - without feeling any guilt.
More profit added to your bottom line, so that you and your business will truly reap the benefits of your business growth.
You can have it all. Using my Airtable Project Management System, you can skip all the mistakes, the cost of trial-and-error, and the years it takes to design and build a project management system from scratch.
Airtable Project Management System
Our Air Table project management system is where we track all the details of every project. Our formulas, links, and programming make it so information never has to be entered more than once. All aspects of our projects from order status, expediting tasks, client information, and more are interconnected.
When you purchase these templates from us, you’ll receive what took us thousands of dollars and years of design to set up. All the formulas and links will be available to you in this template to customize and use for your project management right away. The templates include:
Central repository of information for ALL the stages of window treatment project
Central repository of information for ALL order components
Central repository of information for all project statuses
Exact information that is being tracked
Exact set-up of fields, columns, and rows
Exact formulas, links, and dependencies
All reports
All software files are included
