Automate your team and client experience

Never have that sinking feeling again that you dropped the ball on getting important tasks completed.

Why would I want to use automations when my business is all about human connection?

filling in those cracks


Tired of that feeling that you could have done more to capture new business but time or lack of organization has stopped you from following up in a timely and consistant manner? Automated task and email campaigns can ensure that your client and team remain in the loop and know exactly what to do next and when

automations do not have to be robotic

Customize warm and empathetic response emails to your clients without losing your personal touch. By being able to craft your own personal messages and draw from information you already have about your client, you can create personalized messages without having to manually create it for each client each time, like your own personal assistant.

manging your content

Do you have blogs, eBooks, webinars, eCourses, online groups, workshops or other innovative ways you are expanding your practice but don't have the time to organize all the content and deliver it in a timely and organized fashion? Now is the time to organize that material and deliver it in strategic ways to benefit your practice.

When you think of automation, you might think of robots and those impersonal email responders. But good automation is taking your ideal client journey and finding the best places to insert automations to save you time or money. Did you know that if you save your administrative staff even 5 minutes a day, that could save you over $400/year in staff costs and 21 hours of their time? What else could they be doing with 21 hours of time?

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Based in Ann Arbor, MI