Book Your Discovery Call

Automation Set Up

Save time and reduce admin stress by automating repetitive tasks!
Who is this for?
Do you find yourself doing the same tasks over and over again—sending invoices, following up on payments, or onboarding new clients? I’ll help you set up simple automation to free up your time and create a smoother workflow.
- Set up in your Business Blitz (half day) or Retainer Package
- Set up the tools and workflows
- You receive a walkthrough + training on how it works
- Enjoy a more efficient, stress-free business

What’s Included:

✓

Automation Audit – Identify tasks that can be automated
✓

Tool Setup – Custom setup for platforms like Constant Contact, Chaser, Onboarding Clients or project management tools
✓

Workflow Creation – Step-by-step automation for repetitive tasks
✓

Guided Training Video – Learn how to maintain and adjust your automations