You already know which tasks you should not still be doing by hand.
You know the ones. The intake form that fires off a dozen manual steps. The purchase that triggers a chain of copy-paste emails. The onboarding sequence you piece together every single time a new client signs.
You have told yourself you will fix it when things slow down. But things do not slow down. And every week you spend another chunk of time on work that a well-built system would handle while you sleep.
What it is
Example automations we can build:
- Lead form into CRM into email sequence
- Purchase into full onboarding workflow
- Client intake into project management system
- Payment into contract into onboarding steps
- Webinar registration into tagging and follow-up
- Questionnaire responses into compiled document
Everything that's included
- 60 to 90 minute Automation Discovery Call
- One custom automation workflow, built and tested
- Integration across up to 2 to 3 existing platforms
- Loom walkthrough and written documentation
- Quality assurance before anything goes live
- 7 days of post-setup support
This is the right fit if any of this sounds like you.
You are doing repetitive admin work you know could be automated but have never had time to set up
You want to understand what is possible before committing to a bigger systems investment
You have tried to build something like this yourself and ended up with a half-finished workflow you do not fully trust
You are ready to free up real time in your week without taking on a huge project
this is for you.
This is the right fit if any of this sounds like you.
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"Lorrie is amazing at her craft! Not only did she help me prepare for my course launch, she also ensured all the badassery to follow with my coaching program was organized and streamlined in a way that works for me."
HOW IT WORKS
Introduction Chat
Strategy Session
Build and Enjoy
The automation gets build, tested and activated. You'll get 7 days of support so you know exactly what was built and how it works.
The automation gets build, tested and activated. You'll get 7 days of support so you know exactly what was built and how it works.
We have a straightforward conversation about your business, what you are working with, and whether this is the right fit.
We have a straightforward conversation about your business, what you are working with, and whether this is the right fit.
We spend 60 to 90 minutes identifying the single highest-impact automation opportunity in your business right now.
We spend 60 to 90 minutes identifying the single highest-impact automation opportunity in your business right now.
You might be thinking this is not the right time.
The Introductory Call is where we figure out whether there is a clear win available for you right now. If there is not, I will tell you. And the 7 days of post-setup support exist specifically so that if anything goes sideways after we build it, you have someone to call.
This is a contained, low-risk first step. One automation. One week. One less thing you are doing manually.
The Introductory Call is where we figure out whether there is a clear win available for you right now. If there is not, I will tell you. And the 7 days of post-setup support exist specifically so that if anything goes sideways after we build it, you have someone to call.
This is a contained, low-risk first step. One automation. One week. One less thing you are doing manually.
You might be thinking this is not the right time.
Behind-the-scenes systems and honest takes on AI in business.
You’re in the right place if you want a business that runs without everything depending on you.
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