Psilocybin wellness operations system

Challenge

A psilocybin wellness company needed a more organized operating system for managing clients, employees, sessions, tasks, content, compliance-related information, and internal workflows. The system needed to be useful for a small team without becoming too complex to maintain.

My role

I collaboratively supported data structure and workflow design using Airtable. The work focused on turning a broad operational need into a practical database, CRM, and portal-style foundation.

Approach

The engagement prioritized lightweight structure and day-to-day usability. Instead of designing a large custom system, the work centered on Airtable structures that could support client and employee interaction while remaining understandable to the team.

Work performed

• Helped clarify operational needs across clients, employees, and internal workflows.
• Designed Airtable structures for clients, employees, sessions, tasks, content, and compliance-related information.
• Supported CRM functionality for relationship and client management.
• Helped build a portal-style workflow for clients and employees.
• Focused on usability and maintainability for a small team.

Outputs

• Airtable database structure.
• CRM foundation for client and relationship management.
• Portal-style workflow for client and employee interaction.

Outcome

The company now has a functioning Airtable-based database, CRM, and portal foundation for client and employee interaction.

Constraints

• Client name anonymized.
• Payment workflows excluded.
• Sensitive industry context kept high level.