Stefan McFeeters

automation systems

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Airtable & Make opportunity pipeline

A private operating system connecting approved opportunity intake, qualification, review decisions, and project handoff.

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System walkthrough

From opportunity to project handoff.

The Airtable and Make views show how approved records are routed, reviewed, and carried into delivery.

Pipeline overview showing sent outreach, source lists, opportunities, delivered work, outreach mix, and source coverage.
01Implemented outreach and opportunity pipelineOperating view bringing outreach, source coverage, opportunities, and delivered work into one pipeline.
Outreach analytics showing source coverage and manual follow-up controls.
02Outreach ledger and follow-up controlsLedger-backed outreach coverage with clear source visibility and manual follow-up controls.
Airtable opportunities view showing owner-approved records routed into decision-required and review-hold states.
03Airtable opportunity routingAirtable opportunities view showing owner-approved records routed into decision and review states.
Delivered Precision Residential Construction website beside its Airtable project record and accepted delivery path.
04Delivered project handoffDelivered website shown beside its Airtable project record, with accepted scope and criteria retained.
Opportunity intake router in Make showing the connected Airtable workflow, successful route tests, and inactive final state.
05Make opportunity intake routerMake scenario showing the connected router, successful route tests, and inactive final state.

Project overview

One controlled path from intake to delivery.

OPERATING VIEWOne Airtable pipeline

Owner-approved intake, opportunities, activities, exceptions, and project handoffs remain visible in one operating view.

ROUTING CONTROLSFour tested outcomes

The Make router handles valid, duplicate, invalid, and owner-review paths without automating applications or messages.

DELIVERY HANDOFFScope and acceptance retained

Won work becomes a project only after handoff approval, with the accepted scope, criteria, and next milestone saved.

Opportunity intake

Approved records enter one operating view.

New opportunities are validated and given stable keys before they move into qualification, decision, or exception states.

Routing controls

Duplicates and exceptions stop cleanly.

The connected Make router separates valid, duplicate, invalid, and owner-review outcomes instead of treating every record as a success.

Human approval

External actions remain deliberate.

Applications, messages, and spending stay manual. A project handoff is created only after the opportunity is won and explicitly approved.

Similar systems

Bring your operating workflow into one clear path.

SM Systems builds Airtable operating views, Make routing workflows, review queues, and controlled handoffs around the way a business already works.

Discuss your workflow