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Automation Systems

Our setups are designed to organize your business, automate tasks, and save time.

Clients fill out a smart intake form so we understand their business, services, and workflow needs from day one.
Step 1

Intake & Discovery

Clients fill out a smart intake form so we understand their business, services, and workflow needs from day one.
We build your custom automation system — client intake, CRM, email workflows, and scheduling — all connected in one place.
Step 2

System Setup

We build your custom automation system — client intake, CRM, email workflows, and scheduling — all connected in one place.
Everything is tested to ensure forms, emails, follow-ups, and bookings work smoothly without manual effort.
Step 3

Testing & Optimization

Everything is tested to ensure forms, emails, follow-ups, and bookings work smoothly without manual effort.
Your system goes live and runs in the background, with ongoing support, updates, and maintenance as your business grows.
Step 4

 Launch & Ongoing Support

Your system goes live and runs in the background, with ongoing support, updates, and maintenance as your business grows.

Client Intake​

Capture client info automatically from your website and send it to your internal dashboard — complete with automated follow-ups, task tracking, and notifications.

CRM & Data Management

Organize client data, track progress, and view insights from a single dashboard that connects all your tools seamlessly.

Email Workflow​

Send personalized emails, confirmations, and updates automatically after a form submission, payment, or onboarding step.

Scheduling & Follow-Up​

Let clients book time with you and receive automatic reminders, updates, and task alerts — no manual messaging required.

Starter Setup

$ 99
  • 1 Automated Workflow (Form → Database → Email)
  • Setup + Walkthrough Video
  • Email Support (7 Days)

System Build Pro

$ 249
  • Up to 3 Connected Automations
  • Custom Business Dashboard
  • Integrated Email or CRM System
  • List Priority Support (30 Days)
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Automation Maintenance

$ 49
  • Monthly System Check & Updates
  • 2 Tweaks or New Automations
  • Priority Fix Support
  • Quarterly Optimization

Let’s Build Your Automation System

By submitting, you agree to be contacted about your automation setup.

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