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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

CRM automations created by Stack Strategies

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 

Emailmeforms
Secure Forms

Utilize the benefits of Emailmeform

Create forms for requests, onboarding, terms and conditions, payments, and more

Recommended package includes features like logic and secure data storage 

One 60-minute launch coaching sessions including how to use accounts and strategy 

Emailmeforms created by Stack Strategies
Flodesk automations created by Stack Strategies

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 

Active Campaign automations created by Stack Strategies
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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 

NOT SURE WHERE TO START? LET'S HAVE A COMPLIMENTARY CONSULTATION 
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