Systems & Automation Project
You already know the system you need. A CRM that follows up on its own. A project space your team will use. SOPs that live somewhere other than your head.
I design it, build it and document it, then hand it over ready to use.
It is time to stop watching tutorials on how to set up a CRM or connect two tools. Let me build the system and hand you the keys.
A Systems & Automation Project has a clear scope, a timeline and a finish line. We agree what is being built, in which tools, and what "done" looks like before any work begins.
I build inside the tools you already pay for wherever possible: ClickUp, Asana, Monday.com, Notion, Airtable, GoHighLevel, HubSpot, with Zapier, Make or n8n connecting them. Where AI helps, I add it with a person approving anything that matters.
When the build is finished you get documentation and a walkthrough, so your team can run it without calling me every week.
One system, built properly, documented clearly and handed over so your team can run it.
A Systems & Automation Project can cover:
- Project management workspaces in ClickUp, Asana, Monday.com or Notion.
- CRM and pipeline setup in GoHighLevel or HubSpot, with follow-ups that send themselves.
- Workflow automations in Zapier, Make and n8n that remove copy-and-paste work.
- AI agents and agentic workflows, with human approval built in.
- An SOP library your team can follow without asking you.
- Client onboarding flows, from signed contract to kickoff call.
The repetitive work runs in the background, and your team knows exactly what to do and when.
Investment is shared after a short discovery call
Not sure this is the right option?
Take the free Business Maturity Diagnostic, or book a call and I will point you to the best fit.
Client, Project Management, Organizing and Scaling
Verified review on Upwork“She operates on a high level of accountability and follow-through.
She brings a strong level of organization, reliability, and attention to detail to everything she touches. Whether it’s managing administrative workflows, coordinating tasks, or supporting ongoing projects, she operates on a high level of accountability and follow-through.”
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Emmanuella OduahWant to know how much your business depends on you?
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