Service · Systems & automation

Systems and automation
for small businesses.

This is the work behind the website: connecting forms to a CRM, automating how new inquiries are handled, internal dashboards, quotes and invoices, and small custom tools that replace a spreadsheet. The goal is to save you time on work you are doing by hand.

What a systems project looks like

These projects start with something your business is already doing by hand. A website form that emails someone, who then copies the details into a spreadsheet. An intake process spread across three tools. A monthly report someone rebuilds from scratch every time. I replace the manual step with an integration that runs on its own.

Common projects

  • Inquiry automation: from the website form to your CRM to the right person, with notifications
  • CRM and sales pipeline setup
  • Paperwork automation: quotes, contracts, invoices, and signatures in one process
  • Internal dashboards for the few numbers you check most
  • Small custom software when off-the-shelf tools cannot do the job
  • Automatic email notifications, such as confirmations and alerts

How this fits with a website project

Systems work often happens alongside a website build, since the form on the new site has to send its data somewhere. It can also be a separate project for a business whose website is fine but whose internal processes have not kept up. Either works.

Pricing & timeline

Pricing depends on the process, from a single integration to a build that takes several months alongside a website. I quote each project after a short first call. I do not sell recurring automation packages; each project is scoped to your business.

Common questions

Common questions about systems work

  1. 01 What kind of systems work do you do?

    Sending website form submissions into a CRM, setting up a sales pipeline, automating paperwork (quotes, contracts, invoices, and signatures), dashboards for the numbers you check most, automatic email notifications, and small custom tools that replace a spreadsheet.

  2. 02 Do you build custom software?

    Yes, when off-the-shelf tools cannot do the job. Most projects connect tools you already use (a CRM, forms, automation platforms, document tools) so they work together. Some need a small custom app or service that sits between two systems and handles one task.

  3. 03 How is this different from an automation agency or a Zapier consultant?

    I usually do systems work alongside a website or strategy project, so the integration is planned with the site instead of added afterward. I also do not sell recurring automation packages. Each project is scoped to your business.

  4. 04 Can systems work be combined with a website project?

    Often, yes. The form on a new site has to send its data somewhere useful, new inquiries need to reach the right person, and paperwork may need to start automatically. Building the website and the systems behind it together is a common way to do it.

  5. 05 How much does systems work cost?

    It depends on the process. A single integration is at the low end, and a build that takes several months alongside a website is at the high end. I quote each project after a short first call. There is no monthly automation retainer; the work is priced per project.

  6. 06 Do you offer ongoing maintenance for systems work?

    Yes. If the systems work is part of a website project, its maintenance is included in the website maintenance plan. Standalone systems projects come with written instructions so you can run them yourself, and you can add ongoing maintenance if you want it. There is no separate systems retainer.

Doing something by hand that should be automatic?

Send me a few lines about your business and the manual step you want to get rid of. I'll reply as soon as I can.

Ask about systems work