Softr Marketplace Development & Consultation for Service Platform

The problem

Kit Harford approached for expert consultation and hands-on support in building a Softr-based marketplace platform. While the core structure of the application was already in place, several advanced functionalities required troubleshooting and refinement. The engagement began with an initial consultation call to review the system and identify gaps, followed by a short-term contract for continued support. Key priorities included enabling seamless user sign-up flows, building dynamic agency and provider profile pages, implementing search and connection workflows on the homepage, and ensuring full navigation functionality across the platform. The project focused on optimizing the existing setup and delivering a scalable, user-friendly marketplace experience.

What we built

This project focused on building and refining a two-sided marketplace platform for the education sector using Softr and Airtable. The platform was designed to connect education providers with agents, offering a digital alternative to traditional networking events and conferences.

The initial system included core features such as user registration, organization creation, and profile pages for agencies and providers. However, several technical challenges were identified during the consultation phase, including record ID mismatches affecting profile visibility, broken navigation links, and incomplete login and signup workflows. These issues were addressed through structured troubleshooting and database relationship optimization.

A key component of the solution involved refining the data architecture, ensuring proper linkage between users, organizations, and provider entities using unique record identifiers. The onboarding process was clarified to support organization-first registration, followed by role-based access (agency or provider).

In addition to resolving foundational issues, the project introduced enhancements to improve user experience, such as customizable profile layouts, gallery and cover image functionality, and UI alignment improvements. Custom code solutions were proposed to extend Softr’s native capabilities, enabling more dynamic and industry-specific design elements.

To support ongoing development, a task management system was recommended using CRM-style tracking or Google Sheets, allowing clear documentation of issues, priorities, and progress. The engagement began with a five-hour contract to address critical functionality and was structured to scale into a longer-term collaboration with iterative improvements and feature expansion.