LEVEL five
AUTOMATIONS
We assist businesses at every step by creating digital tools based on process analysis. Some wait for busy periods to automate, while others start automating from the beginning. Consider your business products/services and at which points you could automate your process. Usually you can add automations to the beginning, middle, and end of all business processes. With automation projects, first consider which tools your company currently has access to or could benefit from if you had access. Then, reach out to us to plan how we can automate using these tools.
how building AUTOMATION works
Consider Your Platform & Goals
Determine your automation needs to choose a package.
Choose
a Package
Review our package options and prices.
Request
a Project
Complete our project request form when you're ready for the next step.
PLATFORMS & PACKAGES

Your CRM of Choice Package
Utilize the benefits of your CRM of choice
Connect emails, forms, appointments, tasks, and (sometimes) invoices
Automations for leads, sales, services, follow-up and more
Custom written and branded for your business
One 60-minute launch coaching sessions including how to use accounts and strategy

Flodesk & Zapier
Utilize the benefits Flodesk and Zapier to connect automations to your website
Connect emails, forms, appointments, tasks, and other links
Automations for leads, sales, services, follow-up and more
Custom written and branded for your business
One 60-minute launch coaching sessions including how to use accounts and strategy
Active Campaign & Zapier
Utilize the benefits Active Campaiand Zapier to connect automations to your website
Connect emails, forms, appointments, tasks, and other links
Automations for leads, sales, services, follow-up and more
Custom written and branded for your business
One 60-minute launch coaching sessions including how to use accounts and strategy


Constant Contact
Utilize the benefits Flodesk and Zapier to connect automations to your website
Connect emails, forms, appointments, tasks, and other links
Automations for leads, sales, services, follow-up and more
Custom written and branded for your business
One 60-minute launch coaching sessions including how to use accounts and strategy