Stress-free Tech & Automation Setup
Let us set up automations and workflows so your business is ready to run without you being in it.
Is this you?
You know how precious your time is and you want to stop wasting it in tasks that you could automate.
You need systems in place to work with clients and team more efficiently, but you don’t have the time to put them in place.
You just want to focus on what lights you up and have someone streamline and automate your business.
Have automations set up in your backend so all you need to do is show up for clients
Be confident that your tech is well set up & minimise the chance of tech fails
See your business run like a well-oiled machine instead of hot mess express
Feel relieved and relaxed knowing your messy processes are finally being taken care of
Are you ready to…
Who is the Tech and Automation setup for?
The bespoke setup is a great fit for coaches, service providers and strategists who need help with tech and automation but don’t want to commit to a monthly retainer.
They also appreciate someone who can help them with a quick turnaround as they want to see their vision come to life FAST!
The bespoke tech & automation setup service is completely custom-designed for you so that you can finally get unstuck, stop wasting time with manual tasks and improve your client experience whilst you focus on your zone of genius.
Some automations we built for clients
Automated finance and client tracker in Clickup or Google Sheet
Integrations Thrivecart/Clickup/Mailerlite for onboarding workflows
Automated client and/or team operations dashboards in Clickup
Zapier management
Automated autoresponders, thank you emails, confirmation/welcome emails, abandoned cart emails, reminders and triggers
Ready? Here’s what to do next
Apply for for a tech and automations setup by booking a discovery call here. If this package is a good fit for you, I’ll send you a detailed and customised proposal. If you decide to go ahead, I'll send you a contract to sign and a link to submit payment.
Book
I’ll send you a pre-work questionnaire and we'll have a strategy call where we'll go over all the automation in detail. I can give you recommendations if you aren’t sure of what is possible.
Pre-work
I’ll get to work and will update you frequently while I’m knees down in your system! Once the setup is completed, we’ll have a handover call when I will walk you through your new setup. You’ll have 4 weeks of email support for questions afterwards too!
The Setup
I was extremely impressed with Ilaria’s ability to understand the stumbling blocks I was faced with and the pragmatic solutions she offered.
My business was at a stage of growth where I needed someone else to take care of my systems. Ilaria drafted an excellent plan to streamline my business and it was very evident that she relished the challenge too. I was amazed by her ability to support and lead on ways to find effective long-term solutions so I could become more ‘client-focused’.
I really can’t recommend Ilaria enough, she has so much knowledge to share and is great fun with lots of positive energy, which makes the whole experience very refreshing and rewarding.
Giorgia Pecora, Astrologer and teacher
FAQs
-
Of course! We will chat about this in the discovery call
-
Our team is well versed in a wide range of platforms and software - some examples are ClickUp, GoHighLevel and white labeled like Funnel Sketchers, FEA create etc, Thrivecart, Zapier, Mailerlite, Kajabi, Flodesk, ActiveCampaign, ConvertKit, Leadpages, Kajabi, Thinkific, Moxie, and more!
-
The Tech & Automation package includes the setup, test and review of the tech and automations and doesn’t include the following:
- Copywriting
- Graphic design
- Video/Audio creation/editing
- Social Media/Ads Set up
-
Then I recommend to book a VIP DAY first, where you bring the vision and I design your strategy, create your 3-months plan and we can define the tech stack you need and the systems to build first - Book here
Not sure which systems you need? Take the quiz
Do you want to get your business organised, so you can work less hours and feel in control but aren't sure where to start?
Take the quiz and get clarity on which systems you should focus on next
