College Money Method Saves 520 Hrs & $40K with No-Code
Case Study: See how College Money Method used no-code automation with Airtable to save 520+ hrs/year and cut $40K in labor costs.
Client: College Money Method — fast-growing B2B edtech workshop provider
Challenge: Manual bottlenecks, scattered data, no self-service portal
Key Result: Saved 10+ hours/week and ~$40K/year with business process automation
Meet College Money Method
College Money Method delivers financial-aid workshops to high schools nationwide. They coordinate with dozens of counselors each term—handling registrations, proposals, contracts, and reporting entirely by hand. Rapid growth turned these tasks into a liability, stalling workflow optimization.
The Operational Hurdle
Before OpsTwo, they faced:
- Error-prone workflows: Manual registration tracking caused data discrepancies.
- Scattered documents: Proposals, contracts, and invoices lived in separate cloud drives.
- No self-service portal: Counselors relied on back-and-forth emails for schedules and resources.
- Delayed insights: Reporting lagged by days, hindering real-time decision-making.
“We were drowning in spreadsheets and back-to-back emails.”
— Paul Martin, Founder
The OpsTwo Approach
We deployed a no-code automation stack centered on Airtable integration for workflow optimization. Learn our practical approach to no-code for your business to see how we build dependable systems quickly.
- Central database: All business data in Airtable as the single source of truth.
- Automated sync: Workshop registrations and attendance from Zoom flow automatically, eliminating manual imports.
- Counselor portal: Secure, magic-link access to schedules and resources via a self-service portal on Softr.
- One-click PDFs: Proposal and contract documents generated instantly, cutting manual formatting using Make and GDocs.
- Automated communications: Reminders and post-workshop resources delivered without extra effort.
Measurable Impact: Delivering Tangible Results
- 520 hours/year saved (≈10 hours/week) through process automation
- $39,000 in labor cost savings (at $75/hr)
- $1,272 in software subscription savings
- 60% fewer data errors and discrepancies
- Real-time dashboards replaced delayed status reports
- Counselors now access everything instantly, boosting satisfaction
Calculate your own ROI with our guide on how to calculate the real ROI of no-code projects.
“We went from manually drafting proposals to generating them in seconds.”
— Vikas Vimal, OpsTwo Consultant
Key Takeaway for Your Business
Centralize your data. Automate the busywork with no-code workflows. Because you don’t need more tools, you need better systems—read why in You Don’t Need More Tools, You Need Better Systems.
Ready to Streamline Your Operations?
See how OpsTwo’s business process automation and workflow optimization can transform your SMB.
Schedule a free consultation today.