Escape Burnout & Scale Smarter with AI-Powered Systems That Save You 20+ Hours a Week

For service-based businesses, retail brands, and the agencies who serve them.

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You didn’t start your business to manage spreadsheets, chase follow-ups, or fix broken processes.

You started it to grow, serve customers, and actually enjoy the freedom you built this for.

The Automate & Elevate Framework combines AI-powered automation with custom system design — helping you reclaim 20+ hours per week, streamline operations, and unlock predictable growth across every part of your business.

Cancel anytime – 100% satisfaction guarantee

The Problem: Too Many Moving Pieces

Whether you’re managing client services, retail sales, or fulfillment, the story is the same:

  • Leads slip through the cracks and follow-ups are inconsistent

  • Inventory and project tracking live in scattered tools (or your head)

  • You’re stuck in manual admin instead of growth or strategy

  • Your team is burned out trying to keep up with constant demand

It’s not that you’re disorganized — your systems haven’t scaled with your business.

The Solution: Automate & Elevate

A proven 3-phase framework that installs AI-driven automations and streamlined workflows — so your business finally runs without you being the bottleneck.

Why It Works for Both Service + Product Businesses

  • Service-based businesses: Automate lead capture, onboarding, follow-up, and recurring tasks

  • Retail/ecommerce: Streamline inventory, customer nurture, abandoned cart recovery, and loyalty programs

  • Agencies & marketers: Implement client-facing systems that you don’t have to manage manually

What You'll Achieve in 90 Days

  • Reclaim 20+ hours a week of admin or manual work

  • Increase client bookings or repeat purchases by 30–50%

  • Consolidate scattered tools into one streamlined dashboard (goodbye chaos)

  • Serve more customers or clients without adding staff or stress

  • Boost profit margins by cutting manual work and redundant software costs

How It Works

Phase 1: Foundation & Clarity

  • Audit workflows, tools, and leaks in service or retail operations

  • Map customer journey from lead to loyalty for your exact business model

Phase 2: Build & Automate

  • Implement AI-driven booking, follow-up, inventory, and marketing automations

  • Integrate tools into a single system (no more “tech soup”)

Phase 3: Optimize & Scale

  • Measure ROI, refine processes, and add advanced automations for scaling

Who It’s For

Perfect if you are:

  • A service-based entrepreneur tired of manual client management

  • A retail or ecommerce owner juggling inventory, fulfillment, and marketing chaos

  • A marketer or agency owner who wants scalable systems for multiple clients

Real Results From Entrepreneurs & Teams Like You

Explore the success stories and testimonials from those who have experienced the power of my strategies and support. Your success could be next!

"Easily one of the best and most adept automation process people I’ve ever known in my entire life."

~Kasim Aslam, Solutions 8

"You have been an incredible asset!"

~ Ingrid Gayle, Girl Boss Chess

"The things that we've done for the last four months have been very beneficial for the new hires and processes."

~ Ken Massa, Mass Inbound

"She’s helped me literally spend 30 minutes with her and saved over 30 hours."

~ Lauren Petrullo, Mongoose Media

"There was so much useful information across multiple platforms!"

~ Sheri Tuck, ERGO Office Plus

"Reviewing your ideas with an expert like Monique really helped me to feel more prepared."

~ Alexis Rusnak, Superior Collaboration

Meet Monique Morrison

Tech translator. System strategist. Business simplifier.

I’ve spent the last 15+ years building and scaling multiple businesses — from running (and selling) my own marketing agency to growing retail, ecommerce, and education brands. Along the way, I’ve implemented AI-powered systems that have saved thousands of hours and unlocked major revenue gains for 200+ entrepreneurs, agencies, and multi-location companies.

Why work with me?

  • DigitalMarketer Certified Coach since 2018

  • Proven framework used across service, retail, and ecommerce businesses

  • Known for making tech simple, actionable, and human

  • Track record of helping business owners reclaim 20+ hours a week — and finally feel in control again

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I would not be where I am today with our marketing and business procedures without the help from Monique. Her extensive knowledge in all areas of marketing, business processes, customer relations, tools and software is truly astounding.

~ Chris Benka, Christie’s RV

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I would not be where I am today with our marketing and business procedures without the help from Monique. Her extensive knowledge in all areas of marketing, business processes, customer relations, tools and software is truly astounding.

~ Chris Benka, Christie’s RV

Here's what you get:

🧠 Live Group Coaching Calls – build, refine, and scale your systems with support

🤝 Private Community Access – real-time troubleshooting and momentum

📁 Plug & Play Templates – funnels, content, automations, and more

📘 A&E Playbook + System Checklist – to guide your build week by week

🛠️ Free HighLevel Subaccount (value $297/mo) – preloaded with your tech stack

🎓 BONUS Workshop: Build Your First AI Chatbot

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"She’s help me literally spend 30 minutes with her and saved over 30 hours."

~ Lauren Petrullo, Mongoose Media

Automate & Elevate Your Business Today

solo

$197/m

get 2 months free with an annual plan

  • Weekly Live Group Coaching Calls

  • Private Community Access

  • Plug & Play Templates

  • A&E Playbook + System Checklist

  • Free HighLevel Subaccount (value $197/mo)

No contracts - cancel anytime

team

$470/m

get 2 months free with an annual plan

  • 3 Team Seats ($97/m for additional)

  • Weekly Live Group Coaching Calls

  • Private Community Access

  • Plug & Play Templates

  • A&E Playbook + System Checklist

  • Free HighLevel Subaccount (value $197/mo)

No contracts - cancel anytime

Frequently Asked Questions

Whether you’re ready to dive into automation or just want to test the waters, there’s a path for you.

What happens after I join?

Once you sign up, you’ll get immediate access to the onboarding materials and community space. You’ll also be invited to our live kickoff call where we’ll walk through the roadmap and help you get started with clarity.

Do I need to be tech-savvy to do this?

Not at all. The program is designed to be beginner-friendly with step-by-step guidance, templates, and live support. If you can follow instructions and are ready to take action, you’ll do great.

Is a HighLevel account included?

Yes! As a member, you’ll receive a free HighLevel account, preloaded with essential workflows, automations, and systems.

This account is free for as long as you're an active member of the program.

What happens to my HighLevel account if I cancel my membership?

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Are there any extra costs?

Yes, there are a few small usage-based fees: Email sends, SMS messages, AI features (e.g., content generation).

You’ll receive a $20/month usage credit included with your membership. That’s often enough for typical use during the program.

If you want to generate high volumes of content with AI, you can upgrade to the Unlimited AI Bundle for $147 USD/month.

Will I need any other software?

Some of our systems—especially for content planning, creation, and operations management—are built using Airtable.

To use these systems fully, you’ll need a paid Airtable plan (starts at around $20/month). We’ll show you exactly what’s needed and how to set it up.

What if I’m already using HighLevel?

That’s totally fine! We can either build in your existing account, help you transition into the optimized setup provided in the program or transfer your account to us.

What if I fall behind?

You’ll have access to replays, templates, and the A&E Playbook to catch up anytime. You’ll also have ongoing support in the private community whenever you're ready to jump back in.

What if it doesn’t work for me?

You're protected by our 14-Day Action-Takers Guarantee. If you attend the sessions, complete the work, and still don’t see the value, just show us your progress and we’ll issue a full refund.

Can I cancel anytime?

Yes. You can cancel your membership anytime. Just note that this also ends access to the group coaching, templates, and your free HighLevel account—unless you choose to upgrade to a paid HighLevel plan.

Monique Morrison is a digital marketer and entrepreneur that's spent the last 15 years assisting businesses in growing their revenue and margins by implementing effective marketing systems.

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