Business Systems & Automation
Design, connect, and optimize the systems that power your business.
Create a seamless operational foundation that supports your marketing, sales, client experience, service delivery, and future growth.
- Starting at $3,500 USD
- Typically 4–12+ weeks
- 14-day post-project support
Built for a business that has outgrown the patchwork stage.
This service is designed for established female coaches, consultants, nd course creators with proven offers who have outgrown disconnected tools, manual processes, or temporary DIY setups.
The Transformation
From
Disconnected platforms and repeated manual work
To
Connected systems, smoother processes, and automation built with intention
Connect the systems behind your complete client journey
Your project is shaped around the parts of the business that need to work together. The final scope may include a focused selection of the areas below.
CRM & opportunity management
CRM setup, configuration, or optimization, including pipelines and opportunity management.
Client journey & workflows
Map the journey from first enquiry through onboarding, delivery, and follow-up.
Lead nurture & follow-up
Lead capture, email and SMS automation, nurture, segmentation, and follow-up systems.
Funnels & landing pages
Result-driven sales funnels and landing pages connected to the wider client journey.
Client onboarding & delivery
Create a smoother experience after purchase with connected onboarding and service delivery.
Forms, calendars & payments
Connect the practical steps that move a lead or client through the business.
Course & membership access
Set up or improve the systems that grant and manage program or membership access.
Integrations & handover
Connect platforms, then provide the agreed documentation and team training.
Clear stages from planning through post-project support
The scope determines the most realistic path
Project length depends on the number of platforms, workflows, deliverables, and dependencies involved. These ranges provide a practical starting point.
4–6 weeks
6–8 weeks
8–12+ weeks
$3,500 USD
You will receive a custom proposal based on the agreed platforms, deliverables, complexity, and condition of your existing systems. Larger or multi-phase projects will be scoped accordingly.
A defined scope keeps the work focused and transparent
This service does not automatically include every system in your business. Your proposal or service agreement will clearly confirm the platforms, deliverables, dates, responsibilities, communication process, and fees for your engagement.
- Work outside the approved scope can be broken into a later phase or quoted separately, so there are no unclear expectations.
Your scope will define
- Included platforms, accounts, workflows, and integrations
- Included pages, funnels, forms, calendars, pipelines, or memberships
- Testing responsibilities and acceptance criteria
- Revision limits, milestones, and specific exclusions
To keep delivery moving
- Client-supplied copy, creative assets, policies, and offer details are provided as agreed
- Feedback and approvals are given at defined milestones
- Client delays may extend the delivery timeline
Support that can be added when the project needs it
- Additional automations and integrations
- Launch systems and technical support
- Team training and expanded documentation
- Premium Tech Support after completion
Your tools should support the way your business works now.
Tell me about your current systems, what is no longer working well, and what you need the business to be ready for next.