AUTOMATE

We design and implement operational systems that connect your tools, automate workflows, and give your team the structure to scale.

60%

Time saved

30+

Tools connected

100%

Process visibility

1 wk

To go live

What's Included

Key Features

01

Notion Workspace Setup

Complete Notion workspace with databases, templates, and automations tailored to your workflow.

02

CRM Workflows

Automated CRM pipelines that move deals forward, assign tasks, and alert your team at the right time.

03

Tool Integrations

Connect your tools—CRM, email, calendar, Slack, and more—into seamless workflows.

04

Process Documentation

Clear SOPs and playbooks so anyone can follow your processes consistently.

05

Reporting Dashboards

Real-time dashboards that show you exactly how your business is performing.

06

Team Onboarding

Automated onboarding flows that get new team members productive faster.

"
Our Notion workspace went from chaos to a well-oiled machine. New hires now onboard themselves in half the time, and nothing falls through the cracks.

Rachel Kim

Head of Operations at GrowthPath Agency

Why It Matters

Benefits

Real outcomes that move your business forward.

Run operations on autopilot

Eliminate manual data entry and updates

Single source of truth for your team

Consistent execution of your processes

Clear visibility into business performance

How It Works

Our Process

Step 01

Process Mapping

We document your current workflows and identify optimization opportunities.

Step 02

System Design

Design the ideal operational system with the right tools and integrations.

Step 03

Implementation

Build and configure everything with your team's input along the way.

Step 04

Training & Handoff

Train your team and ensure smooth adoption with ongoing support.

Ready to systematize?

Book a call and we'll audit your current operations for free.

Book a Strategy Call