Remove operational friction.
A whole business run on a 50-tab spreadsheet, rebuilt as a real platform.
A B2B roundtable-events business operated on one 50-worksheet spreadsheet, formulas and all. One broken formula could throw off a whole event. We replaced it with a platform built around a single source of truth.
The entire business ran on one spreadsheet, fifty worksheets wide, holding every contact, invitation, acceptance, and attendance record. It was all manual. A formula that broke in one tab threw errors into another, and one mistake anywhere could corrupt the whole thing.
- A real database as the single source of truth, replacing the 50-tab spreadsheet.
- CRM and event management with acceptance and attendance tracking.
- Full email automation: invitations with response tracking, plus pre-event, day-of, and post-event follow-ups.
- A public events page where people browse and sign up on their own.
The owner's time shifted from running the spreadsheet to booking more sponsors.
One source of truth, so a broken formula can't corrupt everything downstream.
Self-serve signups replaced manual handling and widened the funnel.
"Honestly, I didn't know how much that spreadsheet was costing me. Everything ran through one giant file, and one broken formula could throw off a whole event. Now it just runs, the invites and follow-ups send themselves, and people sign up on their own. I spend my time booking sponsors and improving the events instead of babysitting a spreadsheet."
lariatco.com