Tier 3 Automation

$1,500.00

Scope: Complex Multi-Step Workflows

Timeline: 3–4 Weeks

Description:

This is the ultimate "Internal Operating System" for businesses ready to scale without increasing headcount. We don't just connect two apps; we build a fully integrated pipeline that handles everything from the moment a lead clicks "Submit" to the moment the invoice is paid and the client is onboarded. This package is designed to give the business owner back 10–20 hours per week by automating the entire administrative lifecycle.

Typical Workflows:

The "Closed-Loop" Sales Engine: Lead Form → Auto-Score/Qualify → Create CRM Deal → Send Personalized Proposal → Auto-Follow-up until signed.

The "Zero-Touch" Onboarding: Contract Signed → Trigger Initial Invoice → Payment Received → Create Client Slack Channel/Folder/Project Dashboard → Send Onboarding Questionnaire.

The "Revenue Recovery" System: Completed Service/Project → Generate Invoice → Monitor Payment Status → Auto-Send Reminders on day 3, 7, and 14 → Notify Team if still unpaid.

Scope: Complex Multi-Step Workflows

Timeline: 3–4 Weeks

Description:

This is the ultimate "Internal Operating System" for businesses ready to scale without increasing headcount. We don't just connect two apps; we build a fully integrated pipeline that handles everything from the moment a lead clicks "Submit" to the moment the invoice is paid and the client is onboarded. This package is designed to give the business owner back 10–20 hours per week by automating the entire administrative lifecycle.

Typical Workflows:

The "Closed-Loop" Sales Engine: Lead Form → Auto-Score/Qualify → Create CRM Deal → Send Personalized Proposal → Auto-Follow-up until signed.

The "Zero-Touch" Onboarding: Contract Signed → Trigger Initial Invoice → Payment Received → Create Client Slack Channel/Folder/Project Dashboard → Send Onboarding Questionnaire.

The "Revenue Recovery" System: Completed Service/Project → Generate Invoice → Monitor Payment Status → Auto-Send Reminders on day 3, 7, and 14 → Notify Team if still unpaid.

What’s Included:

Complex Multi-Step Logic: Full-scale workflows involving 5+ steps, filters, and conditional paths.

Deep CRM Architecture: Customizing your Zoho or HubSpot deal stages and field mapping to mirror your actual business process.

Payment & Financial Integration: Connecting your sales process directly to QuickBooks, Xero, or Stripe.

Advanced Archive Entry: Detailed documentation in your Automation Archive, including error-handling protocols and scaling notes.

Team Training: A video walkthrough and SOP for your team to ensure they know how to monitor and manage the new system.

Ideal For:

Microbusinesses Scaling to Small Businesses: Companies with 2–5 employees who are currently buried in "Fragmented Information" and manual coordination.

High-Ticket Consultants: Where every "Dropped Ball" or slow response costs thousands in lost revenue.

Established Service Agencies: Who need "Workflow Visibility" so the owner can stop managing tasks and start managing strategy.