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Professionals
Automations & efficiency — less copy-paste, more delivery.
We streamline the steps you repeat: proposals, follow-ups, file requests, and reminders. You keep control while the busywork runs itself.
Who it’s for
- Solo pros who want client onboarding and updates to happen automatically.
- Founders tired of copying notes between forms, spreadsheets, and inboxes.
- Practices that need reminders and checklists without hiring an assistant.
What’s included
- Process map to spot the repeat steps worth automating.
- Automations built in the tools you already use — no heavy new software.
- Testing, handoff notes, and a quick training so you know how to adjust later.
What it solves
Client steps happen on time with fewer errors. You get your evenings back while your practice still feels personal.