New leads
Website form → AI drafts a reply → lead added to your CRM → follow-up on your calendar.
Connected Systems
Your tools working as one system
Every app has its own automations, but they stop at the edge of that app. I connect your tools so work flows between them, with AI handling the writing and sorting in between, and build you a hub that shows your whole business in one place.
Connected Systems
Starting at$1,950
- Best for
- Businesses running on several tools that don't talk to each other, and owners who check three apps to see how the week is going.
Everything in AI Setup + Training, plus workflows that run across your apps and a custom dashboard or hub for your business. The price depends on how many tools are connected and how much the hub needs to show. You get one flat quote before any work starts.
What's included
- Everything in AI Setup + Training
- Workflows that run across your apps (forms, email, CRM, books, calendar)
- A custom dashboard or hub that pulls your numbers into one place
- AI steps where they help: drafting, sorting, summarizing
- Testing with real examples before anything goes live
- A written guide to each workflow and what to do if one stops
- Two weeks of fixes and questions after launch
Examples
What a connected system can do
Late invoices
QuickBooks → reminder in your voice → logged in your CRM → flagged on your dashboard.
New clients
Signed contract → onboarding checklist, welcome email, shared folder and kickoff booked.
Reviews
New review → thank-you reply drafted → turned into a social post for your approval.
Your business hub
Leads, jobs, unpaid invoices and reviews from every tool on one screen.
Something else?
If it happens the same way every time and crosses more than one app, it can probably be connected. Ask me.
How a build goes
From scattered apps to one system
-
Map your tools
We list every app you use and where work gets copied from one to another.
- You
- A walkthrough of your week
- Me
- A map of your tools and handoffs
-
Design the workflows and hub
I plan each workflow and what your hub should show, then send one flat quote.
- You
- Approve the plan
- Me
- Workflow plan and flat quote
-
Build and test
I connect your tools and test every workflow with real examples before anything goes live.
- You
- Share access and try it
- Me
- Build, connect and test
-
Launch and hand off
Your workflows go live, your team gets trained, and you keep a written guide to each one.
- You
- Training for your team
- Me
- Guide and two weeks of fixes
Questions
Connected Systems questions
My software already has automations. Why would I need more?
Built-in automations only work inside that one app. Most of the busywork happens between apps: copying a lead from your form to your CRM, or checking three tools to see how the week is going. That's what I connect.
What is a business hub?
A custom dashboard built for your business. It pulls the numbers you check most, like new leads, jobs, unpaid invoices and reviews, from your tools into one place.
Do I need Zapier or Make?
Usually one of them, or a similar connector. I'll tell you which plan you need before you buy anything.
How is the price set?
By how many tools are connected, how many steps each workflow has, and what your hub needs to show. You get one flat quote before any work starts.
Who owns the accounts?
You do. Every account is in your name, and you keep everything I build.
Not sure where to start?
Book a free intro call. We'll talk about how you work and which tools could be working together.