Advanced Marketing Automation & Workflow Systems

Starting at

$

2,500

/mo

About this service

Summary

Most businesses have the tools but not the system.
You’ve got an email platform, maybe even a CRM, but it feels like nothing really talks to each other.
Leads slip through the cracks, follow-ups are forgotten, and sales depend on luck rather than a process.
That’s where I come in. I build automation systems that do the heavy lifting — capturing, nurturing, and converting leads while you stay focused on serving clients.
My edge? I don’t just “set up workflows,” I craft growth engines.

Process

Discovery Call – We’ll dive into your business model, current tools, and revenue goals.
Audit & Blueprint – I’ll analyze what’s working, what’s broken, and present a tailored automation roadmap.
Implementation – From integrations to sequences, I’ll build your system step by step, testing everything for reliability.
Optimization – We’ll run through reports, refine workflows, and ensure your automation keeps driving ROI.

FAQs

  • My business isn’t “techy.” Will this be too complex for me to manage?

    No, I design systems that are simple on the front end but powerful in the back. You’ll have clarity and control without tech headaches.

  • Do I need to change my tools?

    Not necessarily. I work with what you already use (HubSpot, ActiveCampaign, GoHighLevel, etc.) and only recommend changes if it truly serves your growth.

What's included

  • Automation Blueprint

    A clear, custom map of how leads flow from entry to conversion.

  • CRM & Tool Integration

    Seamless setup of your email platform, booking system, and pipeline tools so nothing falls through.

  • Automated Workflows

    Email sequences, lead scoring, tagging, and segmentation that respond intelligently to customer behavior.

  • Reporting Dashboard

    Visibility into where your leads are, how they convert, and where to optimize.


Skills and tools

Business Strategist

Marketing Strategist

Airtable

Airtable

HubSpot

HubSpot

Kit

Kit

Make

Make

Zapier

Zapier

Industries

Marketing