Track your leads — your way.

A live workshop to build your customizable, human-centered lead tracker in Airtable.

Stop ghosting warm leads and start tracking convos, referrals, and DMs in one flexible, intuitive system.

Thursday, Dec 4 @ 2pm CT | Live on Google Meet
$97 USD | Includes Airtable template, workbook + replay access

Ready to build a lead tracker that actually works for you?

Register Now – $97 USD

A Relationship System That Works Like You Do

You won’t walk away with a one-size-fits-all template that collects digital dust.

You’ll walk away with a custom-built Airtable tracker designed to match your brain, your language, and your business rhythm.

Inside Track Your Leads (Your Way), you’ll co-create:

  • A relationship rhythm system—not a rigid CRM

  • A customizable tracker for convos, referrals, and warm leads

  • Real-time tweaks to fit how you follow up, think, and connect

  • A starter system you can grow into—not one you have to bend yourself to fit

And while we’re using Airtable, this isn’t about the tool.

It’s about building clarity you can carry with you—whether you move to Notion, ClickUp, or HoneyBook later.

Leave with a tracker that fits your brain, not someone else’s system.

Save Your Seat – $97 USD

Built by someone who’s actually done this before

I’ve helped dozens of clients build systems that work for them—not against them.

And people don’t just sit back in my workshops—they build with me, in real time.

This is for service providers who live in their DMs, build trust through conversation, and want a lead tracker that keeps up with their brain—not one that breaks it.

Let’s build a lead system that works your way.

Join the Workshop – $97 USD

  • Jacki brings a one-of-a-kind combination of systems thinking, strategy, wisdom, and heart to all she does.

    Cara Jones, Coach

  • Jacki helped me get honest with myself about my actual capacity—not the fantasy version. She helped me structure the backend of my business in a way that honors how I work best.

    Serena Hicks, Coach

  • I felt seen and heard, which is who Jacki is—as a person.

    Mariko, Financial Planner

  • Jacki asked questions I hadn’t even considered, which prompted the creation of a custom plan centered on connection and authenticity.

    Mindy Carlson, Mix Creative Community Founder & Artist

BONUS: Early Access to Sprint Support

Want deeper help customizing your system?

Workshop attendees get first dibs + a discount for my System Sprint services—short, high-touch sessions where we shape your Airtable system together.

Get on the list after the workshop and be first in line when Sprints open in January.

Get workshop access now + skip the line for Sprint support.

Register Now – $97 USD

 FAQs

  •  Nope. This workshop is built for folks who hate CRMs and get overwhelmed by tech. We’ll walk through everything together, and you’ll get a starter framework you can actually use (and tweak as needed).

  • You’ll get 7–14 days of replay access, plus the workbook and starter tracker to build at your own pace.

  • Not at all. We’re using Airtable because it’s visual, flexible, and easy to customize—but the structure we build can be adapted to tools like Notion, ClickUp, or HoneyBook if you prefer.

Still thinking it through? You’ll walk away with a tracker that brings order to the chaos—and works with your brain, not against it.

Build My Lead Tracker – $97 USD

Live workshop • Customizable Airtable base • Workbook + Replay
Thursday, Dec 4 @ 2pm CT