What I Build
Invoicing and Payments
QuickBooks, Stripe, whatever you use. Connected to your CRM so when someone pays, the system knows.
Client Onboarding
Welcome emails, intake forms, next steps. All triggered automatically when a new client comes in. Same professional experience every time.
Project Management
Tasks, milestones, status updates. Connected to client records so your team knows what's happening without checking 5 different tools.
Internal Notifications
The right person gets notified when something needs attention. No more checking inboxes and hoping someone saw it.
Sound Familiar?
“I update QuickBooks, then the CRM, then a spreadsheet, then Slack.”
That should be one action, not four. We wire them together so data moves once and shows up everywhere it needs to.
“Onboarding is different every time depending on who handles it.”
We build the onboarding sequence so every client gets the same experience. Professional, consistent, automatic.
“Things fall through the cracks after someone pays.”
Usually because there's no handoff system between sales and delivery. We build the bridge so nothing gets lost.
How I Work
1. Discovery - I map out how you serve clients today and where the gaps are.
2. Build - I connect your tools, build the automations, and test everything end to end.
3. Handoff - You get the documentation, the system map, and training. Your team owns it.
Timeline: 3-6 weeks. The back office starts running itself.
Results
Got a problem?
Book a call. Just tell me what's not working.