Training and Education for Airtable: Unlock the Full Potential of Your Team

At Optimize IS, we provide customized Airtable training to help teams master the platform. Our programs enhance skills and ensure you get the most from your Airtable investment

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Why Smart Businesses Invest
in Airtable Training

Airtable is an incredibly powerful tool for smoothing out your work processes and significantly boosting team collaboration

Quicker User Adoption

Quicker User Adoption

Good training drastically cuts down the learning curve. This means your team can start leveraging Airtable to its full potential almost immediately, getting value from day one

 Airtable + Zapier + Slack Training Program
Optimal Return on Investment (ROI)

Optimal Return on Investment (ROI)

When your team is properly trained, they won't just understand how to use Airtable's current features; they'll also be prepared to adapt as new capabilities emerge. This proactive approach ensures you consistently get maximum value from your investment.

Optimize IS Expert Team
Enhanced Operational Efficiency

Enhanced Operational Efficiency

Through tailored training, your team gains the know-how to fine-tune their workflows, automate tedious tasks, and manage data with greater precision. The direct result? A noticeable uptick in productivity across the board.

 Airtable + Zapier + Slack Training Session
Scalable Support

Scalable Support

As your business expands and evolves, continuous education proves invaluable. It helps new team members integrate smoothly and rapidly, while simultaneously empowering your existing users to confidently take on more complex projects and responsibilities.

Training afer Integration on Airtaable Solutions

Training Tailored Just For You

At Optimize IS, we firmly believe in a customized approach to Airtable training. Every step is designed to guarantee your team's success

01

Understanding Your Needs & Skill Gaps

We kick things off with a thorough needs assessment. We really want to understand your company's specific objectives, how your team currently operates, and any areas where skill development would make a difference. This crucial first step helps us build a custom training curriculum that precisely matches your business goals and each individual's role.

02

Customized Curriculum Development

Following that initial assessment, we then craft a truly tailored curriculum. This encompasses everything from the foundational basics of Airtable to highly advanced techniques essential for admins and power users. Our goal here is to make sure the training is genuinely relevant for every user's specific job function and experience level.

03

Interactive, Hands-On Training

Forget dull lectures! Our training sessions are intentionally designed to be interactive and hands-on. This keeps participants deeply engaged and significantly boosts their retention of new information. You have the flexibility to choose between virtual (online) or onsite (in-person) sessions, picking whichever format best suits your team's unique requirements and learning preferences.

04

Comprehensive Training Materials

We provide a rich array of materials to support continuous learning. This includes practical training guides, helpful videos, detailed reference documentation, and quick job aids. These resources are there to ensure your team continues to succeed long after the formal training concludes.

05

Real-World Use Cases

We consistently integrate real-world examples into our training. This ensures the learning is practical and can be immediately applied to your actual business scenarios. It effectively helps your team utilize Airtable's features and seamlessly embed them into their daily operations.

06

Ongoing Support & Q&A

The learning journey doesn't just stop when the session does! We offer ongoing support, dedicated question-and-answer sessions, and specific "office hours" to address any queries that might emerge later. This means your team always has a reliable resource as they become more confident Airtable users.

07

Performance Tracking & Feedback

To truly gauge the effectiveness of our training, we collect feedback through surveys and conduct performance assessments. This systematic approach allows us to constantly refine our training programs and verify that your team is consistently achieving its learning objectives.

What’s Included in Our Airtable Training Packages

Our Airtable training packages are inherently flexible, offering options designed to perfectly fit organizations of all sizes and varied requirements

Training Packages

Basic
Advanced
Package  Scope
Airtable provides training for a single team launching their Airtable instance on one workflow. This package is ideal for customers working with Professional Services who need to train their organization after implementation and onboarding. It ensures a smooth launch and adoption within the team.
Airtable provides training for up to three workflows with multiple team members, supporting both builders and end users. This package accelerates onboarding and helps teams quickly adopt Airtable for their needs
Included Professional
Services Tasks
• One Live (1) hour training session for up to 25 users in support of one workflow

• Two (1) hour Office Hour Sessions for Q&A and support

• One job aide for one workflow
• Four Live (1) hour training sessions for up to 25 users in support of two workflows

• Four (1) hour Office Hour Sessions for Q&A and support

• Two job aides for two workflows

• One Change Management best practice guide
Required Customer Roles
(See Role Definitions Below)
• Project Lead/ Workflow Owner

• Workflow Creators

• Executive Sponsor

• Workflow End User Testers

• Ongoing Administration
• Project Lead/ Workflow Owner

• Workflow Creators

• Executive Sponsor

• Workflow End User Testers

• Ongoing Administration

Optimize Learning Hub & Managed Services

Beyond our foundational training, we also present strategic solutions like our Optimize Learning Hub and Managed Services. These are designed to ensure your long-term, sustained success with Airtable

On-demand Access

On-demand access to structured learning paths, engaging quizzes, and valuable expert resources, all available whenever your team needs them

Robust Tracking

Robust tools for tracking progress at individual, team, and leadership levels, allowing for clear monitoring of success.

Live Coaching

Dedicated live coaching sessions and workshops specifically designed for admins and power users.

Optimize Learning Hub

System Maintenance

Up to 30 hours per month allocated for proactive system maintenance, crucial updates, and the efficient implementation of new features

Expert Recommendations

Expert recommendations on the most effective ways to leverage new Airtable features, ensuring your system consistently runs optimally.

Flexible Hours

Flexible hours that can also be utilized for additional training sessions or workshops, should the need arise

Managed Services

Hear From Our Satisfied Clients

Ben Green knows all! Ben is a fantastic coach. I've been working with him on a weekly basis for 9 months now and there hasn't been one problem he wasn't able to solve for me. He carries elite candor and professionalism throughout the entire process.
Melissa Shanahan Velocity Work

Max Bernstein

Muuser
I loved working with Arthur and Yousef I loved working with Arthur and Yousef.  Arthur went above and beyond to help us out and teach us how to use the tools that were there.  I loved working with Arthur and Yousef
Melissa Shanahan Velocity Work

Melanie Aragon

Cordis
Optimize IS was just wonderful. Listened, taught me, supported me on AirTable. I had a wonderful experience from the first point of to the last day of working with Arthur. He listened closely to my type of work and needs. My AirTable concerns, questions, and support use were all met with a smile and clarity. The Knowledge Hub of video tutorials created for just for me and my type of work is priceless.
Melissa Shanahan Velocity Work

Deborah Miller

Deborah Miller Appraisals LLC
Extremely Helpful Charlie was amazing and very helpful with helping me come up with ideas on how to kick start a new project on Airtable. He shared features that will be of use to me and was kind to give me examples of how I can set my team up for success. I really appreciated him further demonstrating how Airtable is a great tool especially when exploited.
Melissa Shanahan Velocity Work

Almarosa Estrada

Sony Music
Upgraded my Marketplace App and Music Marketing Agency I built a consumer marketplace on Bubble in 2021 and hired Ben to teach me how offload the data to Airtable. I was so impressed by the platform and his approach that I hired him again to revamp my marketing agency, record label and artist management co. Ben has been my coach and mentor for 3 yrs now and recently I founded an expert services agency to help the music industry use Airtable to solve the many data handling issues they face. All by using the techniques and tricks Ben has taught me.
Melissa Shanahan Velocity Work

Max Bernstein

Muuser
Friendly, Attentive, Skillful Charlie was incredibly supportive in getting us started as first time users on Air Table to showcase the capabilities of this platform and tailor our base to meet our specific needs. We are grateful for his attention to our goals.
Melissa Shanahan Velocity Work

Lindsey Frischer

Law Agency
Exceptional Airtable Support I had the pleasure of working with Ben Green from Optimize-is, and I must say, it was a fantastic experience. Ben played a crucial role in setting up my Airtable base and, equally importantly, teaching me how to maintain it myself. His expertise and patience were truly impressive.Ben's ability to explain complex concepts in a way that's easy to understand is a valuable skill. He took the time to ensure I not only got the immediate help I needed but also had.
Melissa Shanahan Velocity Work

Shanda Macomber

Be Happy TC
Exceptional Experience with Ben: the best AirTable Consultant! Working with Ben has been an outstanding experience! His expertise, professionalism, and problem-solving skills are truly exceptional. Not only has Ben taught me how to use AirTable more efficiently (no small feat!), but he effortlessly tackles any challenge I present to him. He consistently understands my needs and expertly manipulates AirTable to fit them perfectly. Ben's communication and customer service are top-notch. I highly recommend him without hesitation!
Melissa Shanahan Velocity Work

Kimberly Brown

HASI
Amazing and helpful AirTable Expert I spoke with Ben Green after seeing many of his YouTube videos. He is extremely knowledgeable and was able to speak to each of my questions. We went over a lot of reporting and cross-referencing data between different tables and he was able to show me simple ways to answer any question I had within AirTable. Highly recommended.
Melissa Shanahan Velocity Work

JT Landenberger

WorkSpace
Extremely knowledgeable and helpful! Ben was extremely knowledgeable and helpful - demonstrated a deep understanding of Airtable and how to address the issues I needed help with.
Melissa Shanahan Velocity Work

Jo Gold

AMAZING. SAVED ME AND MY BUSINESS Ben is the greatest. I found him through Youtube tutorials and then worked with him for over a month. I learned so much about Airtable, it's amazing. I fell in love with the product, and now I'm probably going to be a user forever lol.
Melissa Shanahan Velocity Work

Amy Shop

Ben's videos have great content Ben's videos have great content and some nice creative ideas. I have definitely benefitted from Ben's knowledge and expertise. Looking forward to seeing your new releases. Thanks for you help.
Melissa Shanahan Velocity Work

Ladi Sonaike

Ben has been extremely professional, responsive and helpful. I love his explainer videos on youtube.
Melissa Shanahan Velocity Work

Jaling Huang

Exceeded my expectations. When I first inquired with Ben I had a good understanding of airtable and it's functions. However after my first meeting I realized that Ben was so much more than just an airtable guy. He brought value to every conversation and opened my eyes to even more functions I was missing out on, even after countless hours of watching tutorials and readying blogs. The value Ben brings to my small business immeasurable. I'm so thankful our worlds crossed paths and that I've had the opportunity to work with Ben over the last few years. My business wouldn't look the same without him.
Melissa Shanahan Velocity Work

Amber Pickett

White Pickett Fence
Ben is the man! I could write an essay about Ben. He is fast and knowledgeable. I often hop on a call with 20 questions and he quickly grapples with our company’s needs in a few quick moments and then delivers on solutions. He has been helping both as a expert delivering solutions and as a trainer helping me learn to manage on my own. Couldn’t recommend more highly
Melissa Shanahan Velocity Work

Joshua Lang

Roon
We have worked with Greg Florkow and he really helps us to understand everything in Airtable very well. We got zero knowledge in Airtable, however, Greg manages to assist us and explain to us in an effective way. We are glad that Greg Florkow was assigned to us to complete this project and enhance our ideas. If possible, we would like to continue working with him in future. Overall, we are really satisfied with his services.
Melissa Shanahan Velocity Work

Nor Atikah binti Mohamad Radzi

JTEKT

We’ve had the privilege of working with amazing businesses all across the USA, helping them implement Airtable solutions that genuinely streamline their operations and boost collaboration. Here’s what some of our clients have shared about their experience

Ready to Optimize?

Don’t let inefficiency hold your business back. Join top industry leaders who’ve transformed their operations with Optimize IS. Our team of Airtable experts uses the latest tools to create systems that make a real difference in your day-to-day operations.