CRM Automation Consulting
Reliable CRM automation that keeps pipelines clean, follow-up consistent, and data trustworthy.
- Pipeline and lifecycle design
- Tag/field hygiene and reporting
- Automation audits and rebuilds
Services
CRM & automation services built for reliability
Choose the service that matches your current stage. I work inside Keap, HubSpot, GoHighLevel, and connected stacks to keep follow-up consistent and data trustworthy.
Last updated: 2026-02-06
Marketing Automation Consulting
Email and SMS automations that are tested end-to-end for predictable delivery.
- Lifecycle sequences and segmentation
- Campaign build + QA
- Deliverability-safe practices
AI Workflow Automation
AI-assisted workflows that reduce manual busywork while keeping CRM data accurate.
- AI-assisted intake and routing
- Automated summaries + task creation
- Guardrails to protect data quality
Implementation & Optimization
Build, test, and refine CRM workflows with documentation and team handover.
- End-to-end implementation
- Testing and documentation
- Ongoing optimization support
Which service is right?
If you're not sure where to start, use this to pick the fastest path to clarity and reliable execution.
Start here
Automation Audit & Roadmap
Best for: you inherited a messy system, automations break mid-journey, or reporting can't be trusted.
- System map + failure points
- Prioritized fix plan (quick wins first)
- Clear scope + next-step recommendation
Typical timeline: 3–5 business days
Build it
Done-For-You Implementation
Best for: you know what you want, and you need it built, tested end-to-end, and documented for your team.
- Build + QA across the full chain
- Data hygiene rules (tags/fields/duplicates)
- Documentation + handover walkthrough
Typical timeline: 1–3 weeks
Maintain it
Optimization & Reliability Retainer
Best for: you want ongoing improvements, monitoring, and clean reporting without the system drifting over time.
- Monthly reliability + deliverability checks
- Reporting cleanup and workflow refinements
- New automation requests as you grow
Typical timeline: monthly
What you get (on every engagement)
Deliverables
- Clear workflow map (what triggers what, and why)
- End-to-end QA checklist so failures get caught early
- Documentation your team can follow day-to-day
- Clean tagging/field rules to protect reporting
How projects run
- Diagnose: access + fast triage
- Blueprint: map the chain and define the fix
- Build & test: implement with QA checkpoints
- Handover: documentation + walkthrough
Want the shortest path? Start with an audit.
Not sure which service fits? Review the case studies or visit the FAQ for common scenarios.