Systems & Automations

Workflows, funnels, and backend systems that make your marketing (and your life) easie

What’s Included

(Clear build plan. Clean handoff. No chaos.)

Audit + System Map

We identify what’s broken, what’s missing, and what needs to be automated — then map the cleanest build plan.

  • Current tool review + friction points
  • Workflow mapping + priority fixes
  • Automation roadmap (what to build first)

Automation Build

Lead routing, tagging, reminders, follow-ups, internal workflows — built to run quietly in the background.

  • Triggers + conditional paths
  • Tagging + segmentation logic
  • Testing + quality checks

Funnels + Conversion Systems

Forms, landing pages, email/SMS sequences, and “what happens next” logic — so leads don’t fall through cracks.

  • Lead capture + nurture flow
  • Appointment / inquiry sequences
  • Abandoned / follow-up systems

Handoff + Documentation

You’ll know exactly how it works, what to edit, and what not to touch — no mystery builds.

  • Simple documentation + walkthrough
  • Editable templates where needed
  • Optional ongoing support plan
Start With a Systems Audit

This Is For You If…

You’re losing leads because follow-ups aren’t consistent
You’re juggling too many tools that don’t talk to each other
You need strategy *and* execution — not one without the other.
Your inbox is running your business
You want automations but you don’t want a tech headache
You need systems that support real life, not burnout

What This Build Looks Like in Practice

Not theory. Not vague support. Here’s how this actually shows up.

Clear Direction

Priorities are defined and refined as your business evolves — so you’re not guessing what matters most.

Support That Matches Your Stage

Some weeks focus on planning, others on execution or systems. Support flexes with your business.

Strategy + Execution

Ideas don’t live in documents. Strategy turns into action and systems that actually work.

Reduced Mental Load

Fewer decisions, less second-guessing, and more forward momentum without carrying everything yourself.

Think of this less like outsourcing marketing and more like having a strategic partner inside your business.

Not sure where to start?

Request a Systems Audit

How We Start Working Together

(No fluff. No selling. Just clarity first.)

Step 01 — Systems Audit

We review what you have now, what’s working, and what’s breaking.

Step 02 — Build Plan + Tool Stack

We map the workflow, tools, and automations we’ll build (simple + scalable).

Step 03 — Build, Test, Launch

We implement, test, and hand off with clear documentation.

Clear build. Clean handoff. No chaos.

What You Can Expect

Less Manual Work

Automations handle follow-ups, reminders, tagging, and routing.

More Consistent Conversions

Your leads move through the same system every time — even when you’re busy.

A Backend You Can Actually Maintain

Clear structure + documentation so you’re not locked into you forever.

  • This is a systems-first engagement.

    We focus on building workflows, automations, and backend structure — not ongoing content creation or daily marketing management.

  • Clarity before complexity.

    Every build starts with an audit and strategy phase so automations actually support your business (not just exist).

  • Execution is intentional, not rushed.

    We prioritize quality, testing, and long-term usability over quick or fragile setups.

  • Collaboration is required.

    You’ll provide access, approvals, and timely feedback so systems can be built accurately and efficiently.

  • Scope is defined upfront.

    Each engagement includes clearly outlined workflows, platforms, and outcomes. Additional builds can be added separately if needed.

  • Handoff is part of the process.

    You’ll receive documentation or walkthroughs so your systems are usable and maintainable after the build.

  • Ongoing support is optional.

    Some clients choose continued optimization or expansion; others prefer a clean build-and-handoff. Both are supported.

Expectations & Scope

Request a Systems Audit

No pressure. Just clarity on what to fix and what to automate.

Frequently Asked Questions

What exactly is Systems & Automations?
Systems & Automations focuses on building workflows, funnels, and backend processes that run quietly in the background. The goal is to reduce manual work, prevent dropped leads, and create consistency without adding complexity.
How is this different from hiring a freelancer or agency?
Instead of juggling disconnected tools or managing someone task-by-task, you get thoughtfully built systems designed to support how your business actually operates.
Do you build the systems or just recommend what to use?
I handle both the strategy and the build. That includes mapping workflows, setting up automations, testing them, and ensuring everything works together smoothly.
Is this an ongoing service or a one-time build?
Most systems engagements are scoped as builds with a clear start and finish. Ongoing optimization or expansion is available if you need continued support after launch.
What happens after the initial conversation?
We review your current setup, identify what needs to be fixed or built, and outline the scope, timeline, and next steps before any work begins. No pressure. Just clarity.

Not sure where to start?

Request a Systems Audit