Service 03 — Automation Setup
The work that runs your week
shouldn't need you to show up.
Follow-ups, onboarding, scheduling, lead capture, content distribution — most of the repetitive work eating your calendar can run on its own. I build the automations so you can step back and focus on the work only you can do.
Start with a Workflow AuditAutomation setup follows the Workflow Audit. Not sure where to start? Start there →
Built for your stack
sized to the tools you already use, not a new subscription you didn't ask for
Set up once
runs on its own after that — no daily manual effort
No wasted spend
paid upgrades only recommended when free tiers genuinely can't do it
Most consultants are doing work that awell-built systemcould handle — without them touching it again.
The problem isn't that you're inefficient. It's that you've never had the time or the system-building knowledge to build the infrastructure that frees you from the repetitive layer.
Every business already has its own tool stack — different CRMs, different email platforms, different project trackers. The automation gets built around what you already have, not a new setup you're forced into. And if budget's tight, a lot can be mapped out and built using free tiers of tools you may already have access to — paid upgrades only come up if there's a real bottleneck free tiers can't solve.
That's the work I do. I come in after the Workflow Audit — when we already know exactly where the friction is — and I build the automations that remove it. Permanently.
What Changes
YOU STOP DOING THIS MANUALLY
Sending follow-up emails one by one
Manually scheduling discovery calls
Onboarding each new client from scratch
Copying and pasting content across platforms
Chasing invoices and payment reminders
Tracking leads in your head or a messy spreadsheet
Reminding yourself to check in with clients
YOUR SYSTEM DOES IT INSTEAD
Automated follow-up sequences triggered by behavior
Self-booking links with confirmation and reminders
Onboarding runs the moment a contract is signed
Content distributed automatically on publish
Payment reminders sent at the right time, every time
CRM updated and leads tracked without your input
Check-in touchpoints happen on schedule, automatically
What We Build
01 · LEAD CAPTURE
Intake & Lead Systems
Forms, CRM setup, tagging, and automated routing — so every new lead is captured, categorized, and followed up with automatically.
02 · ONBOARDING
Client Onboarding Flow
From signed contract to first session — automated welcome sequences, access provisioning, kickoff prep, and client portal setup.
03 · FOLLOW-UP
Nurture Sequences
Email and message sequences that follow up with leads, re-engage cold contacts, and keep warm prospects moving — automatically.
04 · SCHEDULING
Booking Automation
Calendar integration, confirmation emails, reminders, no-show follow-ups — the full scheduling loop runs on autopilot.
05 · CONTENT DISTRIBUTION
Publish Once, Distribute Everywhere
Automations that take content and push it across platforms, repurpose formats, and schedule distribution automatically.
06 · BUSINESS OPERATIONS
Business Operations
Invoice reminders, client check-ins, project status updates, and internal reporting — running whether you're watching or not.
How It Works
Start With the Audit
Automation setup always follows the Workflow Audit. We build what the audit identifies — not generic automations.
We Scope the Build
Based on audit findings, we agree on which automations to build first, in what order, and what tools to use.
I Build and Test
I set up, connect, and test every automation before it touches a live lead or client.
Handoff & Documentation
You receive a clean handoff with documentation of everything built and what to build next.
Build it once. Let it run.
The best automation is one you set up once and forget about — because it handles it every time, without you. That's what we build.
Book a Workflow Audit FirstFinal scope determined after your Workflow Audit — sized to your tools and your budget.
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Sri Marketer | [email protected] | All consultations are conducted remotely via Zoom. Scheduling is in GMT+8