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CRM and automation
We set up and look after your CRM, Airtable bases and Zapier or Make automations, so payments, onboarding emails and access happen on their own and keep working.
Who it's for
Every new sale still needs you to add a tag, send an email and grant access.
Booking, payments, email and your CRM do not talk to each other.
Someone set it up once. Now it fails quietly and nobody knows how it works.
Problems we solve
You are the integration. Each sale, booking or cancellation means five manual steps across four tools, and one missed step costs you a client.
Your tools talk to each other. New clients get access and welcome emails within minutes, failed payments trigger follow-ups, and we watch the automations so you do not have to.
We map each workflow, fix the data first, build the automation in your accounts, document it, and monitor it monthly.
What we handle
A detailed list. Your plan hours go to whichever of these your business needs most each month.
Tools we work with
How it works
We draw each workflow from trigger to result.
We fix duplicate contacts, tags and fields first.
Automations are built and tested in your own accounts.
We check errors and run history every month.
Deliverables
Built in your accounts, owned by you.
A one-page diagram of what triggers what.
Monthly review of failures, run history and costs.
Questions
Related services
Admin, team coordination, SOPs and the workflows that keep your business running.
Inbox, calendar, research and student questions, answered in your voice.
WordPress, landing pages and funnels, built and kept running.
Ready when you are
Book a free 30-minute call. We will look at your crm and automation work and tell you plainly how we would take it over.