TURN LEADS INTO REVENUE WHILE YOU SLEEP.

Marketing automation is like having a reliable assistant who never takes a day off. It handles the repetitive marketing tasks that eat up your time—following up with leads, sending appointment reminders, nurturing prospects who aren't quite ready to buy yet—so you can focus on running your business.

That's where I come in.

I set up smart marketing automation systems that turn your leads into revenue. Set it up once, and it runs for you—even while you sleep.

MARKETING DONE FOR YOU.

I build marketing automation systems using a powerful platform that brings everything together in one place. No more juggling five different tools that don't talk to each other. Here's what that looks like for your business:

  • Capture Every Lead

    When someone fills out a form on your website, requests a quote, or responds to an ad, they're automatically added to your system. No more sticky notes or leads languishing in your inbox.

  • Follow Up Instantly (And Consistently)

    That new lead gets an immediate text or email response—even if it's 9 PM on a Saturday. Then they receive a carefully planned series of follow-ups that keeps your business top-of-mind without you lifting a finger.

  • Send Professional Proposals & Invoices

    Generate custom-branded proposals and invoices with just a few clicks. No more wrestling with Word documents or spreadsheets.

  • Nurture Relationships Over Time

    Not everyone is ready to buy today. Your automation system keeps you connected with prospects through helpful content, seasonal reminders, and timely check-ins until they're ready to move forward.

  • Never Miss An Appointment

    Automated reminders via text and email dramatically reduce no-shows. Your calendar stays full, and your customers appreciate the helpful nudge.

  • Stay Organized Without The Chaos

    All your customer communications—texts, emails, calls, forms—live in one central hub. You can see exactly where each lead stands and what's been said, all from your computer or mobile app.

I want to get started

How It Works:
Custom Setup, Then Ongoing Support

We map out your customer journey

1

Where do leads come from? What happens next? Where are they getting lost?

We build your automation system

2

Workflows, email and SMS sequences, lead capture forms, and follow-up processes designed around your business

We add the capabilities you need

3

Whether that's AI-powered assistance, app access to keep up with leads, custom proposal and invoice templates, appointment scheduling, or payment processing

We test and refine

4

Everything gets thoroughly tested before going live

We train your team

5

You'll get your own branded portal to manage everything, plus training so you know exactly how to use it

I WANT TO GET STARTED

After your initial setup, choose the level of ongoing support that makes sense for your business

PLATFORM CARE

$150+
/month

  • Portal and CRM access

  • Email automations and workflows

  • System monitoring and technical maintenance

  • Troubleshooting and fixes for broken workflows

  • Maintenance of existing automations

  • Basic reporting dashboards and reactive support

Popular

OPTIMIZATION LAB

$500+
/month

  • Everything in Platform Care, plus:

  • App access to personalized portal and CRM

  • Ongoing optimization of existing workflows and automations between SMS and Email

  • A/B testing of messaging, timing, and funnel steps

  • Custom dashboard with performance reviews and recommendations

  • Access to your own AI Employee

GROWTH PARTNER

$1,500+
/month

  • Everything in previous tiers, plus:

  • Strategic growth planning and journey mapping

  • CRM pipeline design and advanced workflow orchestration

  • New funnel builds and launch support

  • Revenue attribution and ROI reporting

  • Priority support and ongoing strategy sessions

  • I work primarily with small service-based businesses—especially those in the $500K-$3M revenue range who've been growing on referrals and are ready to invest in professional marketing. If you're a service business owner who knows marketing is important but doesn't have time to figure it out yourself, we're probably a great fit. And if I'm not the right fit for what you need, I'll connect you with someone who is.

  • Marketing automation makes the most sense if:

    • You're generating leads but struggling to follow up consistently

    • You're tired of manually sending the same emails and texts over and over

    • You want to stay connected with past customers for repeat business and referrals

    • You're ready to build systems that help your business run smoother

    • You're doing between $500K-$5M in revenue and ready to grow more systematically

  • Automation isn't magic. It won't fix a broken business model or replace genuine customer relationships. It won't write your marketing strategy for you.

    What it WILL do is make your good marketing work harder and more consistently. It takes the systems that are working and amplifies them so you can focus on the parts of your business that actually need your attention.

  • Once your system is built, you have options:

    Option 1: Bundle with Performance Marketing
    Combine your automation system with one of my comprehensive Performance Marketing packages. I handle everything from strategy to execution—paid ads, SEO, content, the works. Your automations become part of a complete marketing engine.

    Option 2: Automation Management Only
    Keep things running smoothly with affordable monthly management. I maintain your system, fix what breaks, and keep everything humming along while you focus on your business.

  • I set up the automations behind the scenes, test everything out, and train you on the customer portal before we set everything live. I typically can get all of the automations done within 30 days.

  • Yes, absolutely! If you need to scale up or down, we can adjust. This should work for your business, not against it.

  • Whatever the reason, just give me 30 days notice. I'm not going to trap you in a contract. If it’s not making your business money, you shouldn't keep it. Once I turn it off though, you’ll no longer have access to any automations and any forms through the system will also be suspended. I ask for a 30 days notice so we can work together for me to pass off your CRM and any other information you need prior to the end of your contract.

  • After initial setup, I train your team on your personalized portal (or app access) so you know exactly how your automations are working and how to follow up with your customers.

QUESTIONS YOU PROBABLY HAVE

LET’S CHAT -RISK FREE

Curious if marketing automation could work for your business? Let's have a conversation—no pressure, no sales pitch. Just a real discussion about where you're stuck, what capabilities you need, and whether automation might be part of the solution. I'll point you in the right direction, even if that direction is to someone else who may be a better fit.

Book a free consultation