AUTOMATION & AI

The system works while you're with clients. Not after hours.

Client records, AI-assisted follow-up and automation that connect your marketing to your operations, planned first so the right things run on their own.

THE REAL ISSUE

You're paying for twelve tools. None of them talk to each other.

Mailchimp for email. Calendly for scheduling. Teachable for courses. Stripe for payments. Typeform for intake. Zapier to hold it together. A spreadsheet to track what Zapier missed. Every tool solves one problem and creates two new ones.

The people who reach out don't automatically get followed up with. The ones who book don't automatically get a welcome. The programs you deliver don't automatically trigger the next step. Everything waits for you or someone on your team to move it forward by hand.

Automation isn't about replacing people. It's about deciding which handoffs only need to happen, then letting them run, so no one waits between one step and the next.

SEE IF WE'RE A FIT
Tiki and I have worked on many marketing projects over the years with my business and I always receive so much value from our time together. She has a great process she follows which allows for a streamlined experience.
Jen B.
JuJu'be Doula and The Parenthood Project OC
WHAT GETS BUILT

The connective tissue between marketing and operations.

Client Records & Pipeline Setup

Your whole client journey tracked in one place, from first message through active work to follow-up afterward. Every contact and every status change visible without digging through inboxes.

AI Concierge

An AI assistant that answers common questions, shares the details people ask for and offers a booking link, set up from rules you approve. A message that comes in at 2am gets a warm, accurate reply and a next step, not silence until Monday.

Automated Follow-Up Sequences

Reminders for missed appointments, check-ins after a session, a note for people who've gone quiet and follow-up for people who aren't ready yet. Planned so the right person hears from you at the right time.

Automatic Handoffs

Actions that replace manual handoffs. A new booking sends the intake forms. A finished program starts the follow-up. A missed payment sends a reminder. The plan decides what each step should do, so nothing waits for someone to remember.

Cross-System Integrations

Connecting the tools that need to talk to each other. Payments to client records. Bookings to your calendar. A form to a team notification. If you use tools made for your kind of work, we plan how they fit into the central system.

AI-Assisted Client Communication

Appointment reminders, personal check-in messages and replies drafted with AI and approved by you. AI handles the routine messages so you and your team can focus on the conversations that need a person.

Reporting & Dashboards

Visibility into what's working and what isn't: where people come from, who books, who shows up and what it brings in. Decisions based on what's happening, not guesswork.

One Platform, Not Twelve Tools

Built on HighLevel: CRM, email, funnels, scheduling, courses, forms, automation, and AI in one integrated platform. Fewer subscriptions, fewer integration failures, fewer things to break.

THE SHIFT

What this replaces

Before

Twelve disconnected tools held together by Zapier and hope

After

One integrated platform where everything talks to everything

Before

Leads that sit in your inbox until you personally respond

After

An AI assistant that replies right away, day or night

Before

Manual follow-up that depends on someone remembering

After

Follow-up that runs whether or not anyone remembers

Before

No idea which marketing channels actually produce clients

After

Reports showing where your new clients came from

PLANNED TOGETHER, BUILT IN ORDER

Automation without strategy is just faster chaos.

What runs on its own here depends on the plan for the other two areas. The follow-up starts from the sign-up path planned in Marketing. The welcome and the program steps follow the process mapped in Operations. That's why we map all three first: automation only helps once you've decided what should happen, who handles the exceptions and what still needs a person. Then the automation runs without manual effort.

Marketing & Acquisition →

How the right clients find you and decide to buy.

Operations & Delivery →

What happens after they buy: onboarding, scheduling, program delivery, team workflows.
HighLevel Certified Admin FG Society Certified Master Marketer
FAQ

Questions you're probably asking.

I already have a plan, from my coach, my marketer or AI. Why would I need this?
Keep your plan. It covers what you're offering and how people find you. What a plan rarely covers is what happens once real people say yes: the payment that fails, the person who needs to pause, the launch-day messages. Those usually show up only after launch. The map works them out ahead of time, so a demanding launch doesn't turn into a second full-time job.
Who is this for?
Established practitioners, educators and experts whose work creates real change in people's lives: health and wellness, coaching, education and similar work. People already pay you and get results with you. Now you're adding something new, like a program, a service or a class, and you want it to run without landing back on you.
Can't you just build it? Planning sounds like a delay.
The map is sized to your idea, so a focused idea gets a short map. And a plan is much quicker to change than a finished build, which is why we plan first.
How long does the mapping take?
It depends on the size of your idea. A map for one focused piece is shorter than one that covers several, and you'll get a time frame with your proposal after the fit call. The build is timed separately.
How is this different from hiring a marketing agency?
A marketing agency plans how people find you and buy, and many do that well. I plan what happens next too: getting started, the work itself, the exceptions and the growth. You get a written plan you keep, and the build follows it, with me or with anyone you choose.
Can't I figure this out myself with AI or YouTube?
You can build pieces yourself, and some people do. The hard part isn't the tools. It's deciding what should happen when someone signs up, pays, pauses or wants more, and that's what the map is for.
What if I already have a website?
Good. We start from what you already have, including your website, your tools and any plan from your coach or marketer. Your website might be fine. The gap might be what happens after someone signs up, and that's what the map finds.
I've hired help before and it didn't last.
Often each person fixed one piece, and nobody planned how the pieces run together once people start buying. That's the part we map first, so whatever gets built next has a plan to follow.
I'm not a tech person. Will I be able to run it?
Yes, that's part of the plan. You'll know what each piece does and who handles what, written in plain words, and nothing gets built that you don't understand.
I'm already stretched thin. How do I add this?
We work by voice and text messages that you answer on your own time. Short focus sessions happen only if your plan needs them.
My business is different from everyone else's.
Good. Nothing I build is templated. Everything starts with understanding how you work and who you serve.
I'm not sure I'm ready for a big investment.
Start with the free quiz or a 30-minute call. No obligation. If mapping fits, the first proposal can cover one focused piece with a fixed fee, and you decide what comes next.
What if I'm just getting started?
Start with the free quiz, Your First Yes. Your results email includes a ten-minute check you can do this week. Mapping helps most once people already pay you and you're adding something new.
What if I need to stop?
The plan is yours, and so is everything I build. No lock-ins. If you pause, you keep the blueprint, and any builder can pick it up from there.
How is this different from hiring a virtual assistant?
An assistant takes tasks off your plate. The map decides which tasks those are and how they should run, so anyone you hire can follow it without you explaining everything from scratch.
Which platforms do you build in?
I build in FG Funnels and HighLevel, so the best fit is someone who already uses one or is considering it. If you're set on a different platform, I'm probably not the right fit, and I'll tell you that on the call.
Is my clients' information safe?
We plan where sensitive information goes and keep it out of places it doesn't belong. If your work involves health records, we'll talk through what your profession requires on the call.
LET'S START

Your business shouldn't depend on anyone's memory. Including yours.

It starts with a 30-minute conversation about what you're building and which follow-ups, reminders and handoffs still depend on you.

Book a Call