Systems built around how you work.
I design, build and deploy the systems your business runs on: CRM, sales pipelines, booking, invoicing and the automations that join them up. Set up in your own accounts and handed over with training for everyone who uses them.
- CRM, automation and integrations
- Usually 4 to 6 weeks
What's included.
A system your team actually uses, and the know how to keep it running.
- Process mapping first
Before anything is built, I map how work actually moves through your business, so the system fits you rather than the other way round.
- Setup, migration and deployment
Built and deployed in your own accounts. Data migration is scoped in the plan, so you know exactly what moves across.
- Role based training
Training for every user, tailored to what each role does, and recorded so new starters can catch up.
- Written playbooks
Plain English guides for daily use, so the system keeps working the way it was designed.
Tools I work with
- HubSpot
- Salesforce
- Zoho
- Zapier
- Generative AI tools
How a systems project works.
A business system such as a CRM usually takes 4 to 6 weeks.
- Discovery call
Free, 30 minutes. How your business runs today, and where things get stuck.
- Process mapping and plan
How work moves through your business, then a clear scope, estimate and timeline in writing.
- Build, migrate and connect
Built inside your own accounts, with your data moved across and your tools joined up.
- Handover and training
Role based training, written playbooks and every login confirmed as yours.
- Ongoing support
If and when you want it. Your choice, never a lock in.
Your system, in your name.
No agency sitting between you and your own data. You can change the system, add users or bring in someone else, without asking permission.
- Accounts in your nameCRM, automation and connected tools owned by you, not me.
- Full admin accessEvery login, with nothing held back.
- Written playbooksHow the system works and how to use it day to day.
- Recorded trainingFor every role, so new starters can catch up.
Questions about business systems.
Which CRMs and tools do you work with?
HubSpot, Salesforce and Zoho for CRM, Zapier to connect your tools and automate repeat tasks, and generative AI tools where they genuinely save time. If you already use a tool, I will usually work with it rather than replace it.
Can you move our data from our current system?
Usually, yes. Data migration is scoped in the plan, so you know exactly what moves across before work starts.
What does training look like?
Live sessions over video or in person, tailored to each role, and recorded so you can rewatch them. You also get written guides for the tasks you do most often.
How much does it cost?
I do not publish fixed prices, because every project is different and you should only pay for what you need. Work is billed on the hours it takes, and you get a clear estimate before any work starts.
Ready to sort out your systems?
Start with a free discovery call. You will speak to me, not a sales team.