I help agencies, retail, and service-based businesses install tailored automation systems that cut manual work, eliminate tech overwhelm, and unlock scalable growth — proven across multiple industries.
✅ Only 3 custom build spots available per month
If you’re constantly juggling leads, follow-ups, and client work with manual, scattered tools, you’re not alone.
Most growing businesses lose 10+ hours a week to repetitive tasks — time that should be spent on strategy, sales, and serving clients.
The cost of chaos?
Missed leads and slow follow-ups = lost revenue
Manual data entry = errors and inefficiency
Constant firefighting = stalled growth
The solution?
A custom system built around your workflows — so your business runs smoothly in the background while you scale.
These systems are built to match your business model—not force you into mine.
🔁 Lead Gen & Booking Automations – Capture and book calls without lifting a finger
🧠 AI-Powered Content Systems – repurpose posts across platforms in clicks
🤖 Sales & Support Chatbots – Qualify leads, answer FAQs, and book meetings 24/7
📝 Project Management & Billing Systems – Centralized dashboards that streamline operations
✍️ Email/SMS Automations – Nurture leads and re-engage past customers
📊 KPI Dashboards – Track what matters in real time
Before:
- Disconnected tools → project handoff to accounting was messy
- Manual data entry → caused billing delays and errors
- Team lacked real-time visibility into project status
After:
- Dual Airtable system automated project-to-billing workflow
- Real-time dashboards improved clarity and reduced errors
- New hires onboarded seamlessly with structured processes
Time saved: 15+ hours/week
"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
🔍 Step 1: Discovery Call
Understand your goals, pain points, and growth vision
🧠 Step 2: Strategy Blueprint
Custom roadmap with priorities and integrations
🛠️ Step 3: Build & Automate
Implementation with zero tech overwhelm
🎓 Step 4: Launch + Train
Full walkthrough + team training for seamless adoption
Audit of your current systems and time leaks
Clear priority roadmap with ROI estimates
Quick-win automation opportunities you can implement immediately
No fluff — just clarity on what to automate first and how to scale faster
Before:
Manual lead gen + fragmented webinar follow-up
No affiliate tracking or streamlined funnels
After:
Custom CRM with automated webinar + affiliate systems
High-converting funnels tailored to their programs
“We pulled it off at the last minute — literally the 11th hour — and she totally came through. Highly recommend.”
— Elizabeth Harvey, FocalPoint Coaching
Before:
Manual project handoff to accounting
Disconnected tools causing workflow bottlenecks
After:
Automated Airtable system linking projects to billing
40+ hours/month saved and faster onboarding for new hires
"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
Before:
Manual processes for marketing, sales, and service follow-up
CRM and POS systems weren’t connected
After:
AI + automation platform integrating CRM + POS
Streamlined inquiries, scheduling, and retention campaigns
Training provided to ensure adoption and scalability
“Monique continually goes above and beyond my expectations… I 100% recommend Monique and her team.”
— Chris Benka, Christie’s RV
✅ Only 3 custom build spots available per month
Whether you’re ready to dive into automation or just want to test the waters, there’s a path for you.
Most builds are completed in 4-6 weeks depending on scope.
Yes. I can work within what you have or build a fresh, optimized version.
Absolutely. You’ll receive a video walkthrough, SOP doc, and 30 days of support.
Yes—systems can be structured for solopreneurs or full teams with permissions and workflows tailored to roles.
No problem. I build systems that are simple, elegant, and fully documented. You don’t need to be techy—you just need to be ready to save time.
RESOURCES
Video Training
Youtube Channel
Resources
© All Rights Reserved | Monique Morrison