Systems Setup & Automation
Get the behind-the-scenes setup working.
A person fills out your form. A client books a call. Someone buys your offer. Each action usually needs something else to happen afterward.
I help you set up those next steps, connecting your tools and creating simple automations so you have fewer things to remember and repeat manually.
Start with the task you keep repeating.
You don’t need to know which automation or integration to ask for. Tell me what you’re doing manually, where things get stuck, or what you’d like to happen after someone takes action.
I’ll check what your tools support and help you work out a manageable setup.
Ways I can help
Booking Setup
Make the steps around booking an appointment easier to manage.
This can include:
- Calendar setup
- An intake form
- Booking confirmation
- Reminder messages
- Testing the booking process
A good fit if: You want a more consistent process for scheduling calls or appointments.
Email Nurture Setup
Get your prepared email sequence set up and ready to run.
This can include:
- Formatting and loading your approved emails
- Setting the action that starts the sequence
- Organizing relevant contact tags
- Adding a simple follow-up path
- Testing the setup
A good fit if: You have emails ready but need help putting the sequence into your email platform.
Simple Workflow Setup
Connect a recurring action across your existing tools.
This might involve adding form responses to a contact list, updating a record after a booking, or sending a notification when someone takes a specific action.
The project includes the agreed connections, testing, and instructions for using the setup.
A good fit if: You’re repeating the same steps across tools and want to see what can be automated.
Checkout & Delivery Setup
Put the steps around purchasing and receiving one offer in place.
This can include:
- Setup for one product and price
- Payment-provider connection
- Checkout and a simple thank-you page
- Purchase tagging
- A confirmation or delivery email
A good fit if: You have an offer ready and need help connecting the purchase and delivery process.
Ongoing systems support
If your tools and workflows need regular attention, we can set up a monthly support plan.
Systems Care
Checks, small fixes, and updates to agreed existing workflows.
Systems Progress
Ongoing care with time for one agreed workflow build or improvement, testing, and supporting instructions.
Each plan has a defined scope and monthly capacity. Larger builds and changes are quoted separately.
Additional help
Depending on your project, I can also help with:
- Organizing and cleaning up an email list
- Adding a simple workflow to an existing setup
- Drafting a short email sequence from your brief
- Reviewing an existing setup before ongoing support begins
THE PROCESS
What working together looks like
Starting
We’ll walk through the process you want to improve and the tools you already use. I’ll check the available connections, recommend a scope, and explain any subscriptions or access needed.
Handover
After building, I’ll test the agreed steps and provide instructions so you understand how the setup works.
These services focus on simple workflows using supported integrations and existing connectors. Custom coding, complex migrations, and advanced system development are outside the listed packages.
What would you like to stop doing manually?
Tell me about the task and the tools involved. We’ll look at what can be simplified, and I’ll prepare a proposal with the scope, timeline, and pricing.
