How much time could you save with the right

CRM Setup & Workflow Automation

You don’t need more hours in the day—you just need a system that works with your business. Let’s simplify your process and reclaim your time.

Running a business without a CRM is like trying to juggle blindfolded. Eventually, something drops.

A Customer Relationship Management (CRM) system is the central hub for all your client interactions.

It helps you manage leads, track communication, automate tasks, and stay on top of your business—without the chaos of scattered systems.

Whether you're a coach, therapist, creative, or service provider, a CRM isn’t just a tool. It’s your back-end teammate.

Built Around You!

There’s no one-size-fits-all setup!

I build and customize your CRM using GoHighLevel, a robust platform that can handle everything you need in one place:

Lead Capture & Tracking
Automated Follow-ups & Reminders
Onboarding Workflows
Booking & Calendar Integration
Payment & Invoicing
Secure Client Portals (optional)
Email & SMS Integration
Simple Dashboards & Reports

Who This Is For:

This is ideal for:

  • Therapists, coaches, creatives, or service providers

  • Business owners who are tired of piecing systems together

  • Anyone ready to save time and get organized

  • Solo entrepreneurs who want to grow without burnout

What To Expect:

Discovery Call – We'll discuss your current process and map out what needs to change.

  1. System Build – I’ll customize your CRM using GoHighLevel based on your specific needs.

  2. Automation Setup – We’ll automate key steps in your workflow without losing your personal touch.

You don’t need more tools. You need a system. Let’s simplify your backend with CRM and workflow automation—so you can focus on what matters most.

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ARE WE MEANT TO BE?

Let’s Chat!