An old wooden apothecary cabinet with dozens of labeled drawers in warm lamp light

Systems and automation

We build the follow-up, booking, payments and onboarding that run on their own, so every lead is answered and every client is welcomed, even on the days you're with clients.

Your business is growing. So is the list of things only you remember.

Maybe a lead waited a week for a reply. Maybe onboarding is a different email every time. Maybe you still find yourself asking:

  • “Did I ever reply to that inquiry?”
  • “Where does this client stand right now?”
  • “Why am I sending the same email again?”
  • “What happens if I take a week off?”

A systems build answers every one: one place for every lead and client, and the follow-up that happens without you.

Why your business still depends on you remembering everything.

Most founders have two or three of these at once. Here is each one, and how we solve it.

01 / 05

Someone asked about working with you eleven days ago. Nobody replied, and by the time you saw it, they'd booked someone else.

How we solve it

Every form feeds one pipeline with an instant reply and a follow-up that keeps going until they book or say no.

  1. 01

    Leads fall through the cracks.

    Someone asked about working with you eleven days ago. Nobody replied, and by the time you saw it, they'd booked someone else.

    How we solve it

    Every form feeds one pipeline with an instant reply and a follow-up that keeps going until they book or say no.

  2. 02

    You can't see your pipeline.

    You can't answer "what's close to closing?" without scrolling through your inbox.

    How we solve it

    One pipeline in MONDAi shows every lead and client, where they stand and what happens next.

  3. 03

    Follow-up depends on you.

    The second and third touch happen when you have time, which is rarely.

    How we solve it

    Follow-up runs on its own, timed to each person's step and written in your voice.

  4. 04

    Onboarding is improvised.

    Every new client gets a slightly different first week, and something always gets missed.

    How we solve it

    One onboarding flow: welcome, agreement, payment, intake and calendar, in order, every time.

  5. 05

    Your tools don't talk to each other.

    Forms here, payments there, your calendar somewhere else, and you copying details between them.

    How we solve it

    We connect forms, booking, payments and email in one system, and move you off the tools you no longer need.

Watch one lead move through the system.

From the moment someone asks about your work to their first month as a client, without you copying a single detail.

  1. 9:02 amForm
  2. 9:02 amReply
  3. 9:40 amBooked
  4. ThursdayPaid
  5. ThursdayOnboarded
  6. Day 30Check in

Automatic9:02 am · Form

Maya asks about your program

Her details land in your pipeline, tagged by the offer she asked about. Nothing to copy by hand.

  1. 9:02 am · FormMaya asks about your programHer details land in your pipeline, tagged by the offer she asked about. Nothing to copy by hand.
  2. 9:02 am · ReplyThanks, Maya. Here's what happens next.An instant reply in your voice, with a link to book a time that suits you both.
  3. 9:40 am · BookedDiscovery call confirmed for ThursdayReminders go out on their own, and your calendar is never double booked.
  4. Thursday · PaidPayment received: signature programCheckout, agreement and receipt, handled in one step.
  5. Thursday · OnboardedWelcome, Maya. Start here.Intake form, portal access and her first session scheduled, in the same order for every client.
  6. Day 30 · Check inHow is it going so far?A check-in, and a testimonial request when the moment is right.

An example flow. Yours is mapped to how you sell and deliver.

What every systems build includes.

Agencies typically charge $2,500 to $3,800 for a comparable build, with the writing extra. Every build here is written in your voice and handed over with training.

Your pipeline

Every lead and client in one place, by stage.

  • Stages that match how you sell
  • Tags by offer and source
  • Notes and history on every contact

Forms and booking

The front door to your business, connected.

  • Inquiry and application forms
  • Booking with reminders
  • No double bookings

Payments

Checkout that starts the next step on its own.

  • Checkout and payment plans
  • Agreements signed at purchase
  • Receipts sent automatically

Follow-up

The replies that used to depend on your memory.

  • Instant reply to every inquiry
  • Follow-up until they decide
  • Written in your voice

Onboarding

The same thoughtful first week for every client.

  • Welcome and intake
  • Portal access
  • First session scheduled

Dashboard and training

You can see it all, and you know how it works.

  • A simple dashboard
  • A recorded walkthrough
  • Written steps for your team

Is a systems build right for you?

  • You have clients, and new inquiries every month.
  • You're tired of being the only one who knows where things stand.
  • You want one place for leads, clients and payments.
  • You're willing to move off tools that no longer serve you.

Every build runs on MONDAi, so your pipeline, email and payments live in one place you own.

How it works once you've chosen your build.

Four stages, the same for every build, with your approval before each one begins.

Plans and diagrams spread across a desk under a lamp
01

Week 0

Map

We map how a lead becomes a client in your business today, and where it leaks.

Hands assembling a small wooden mechanism at a workbench
02

Weeks 1 to 2

Build

Pipeline, forms, booking, payments and follow-up, built in MONDAi and written in your voice.

A hand turning a key in the lock of a wooden drawer
03

Week 3

Test

We walk every path a lead or client can take, fix what we find, then you test it too.

A hand passing a ring of keys into another person's open palm
04

Launch day

Hand over

A recorded walkthrough, written steps for your team, and the keys to everything.

Choose your build.

Both are built in MONDAi and handed over with training. The difference is how much we connect and move for you.

Systems Foundation

For the founder who needs the essentials running.

$2,500

Agencies typically charge $2,500 to $3,800 for a comparable build.

One-time · 50% to begin, the rest at handoff · then $47 a month for MONDAi

Apply for Systems Foundation

The core of a business that runs without you holding every thread: one pipeline, the front door, payments and onboarding.

  • Pipeline set up to how you sell
  • Forms and booking
  • Payments and checkout
  • One follow-up sequence
  • Onboarding flow
  • Dashboard and training

Most complete

Full Systems Build

For the founder moving everything into one place.

$4,500

Done-for-you automation builds start around $3,800, with the writing extra.

One-time · 50% to begin, the rest at handoff · then $47 a month for MONDAi

Apply for the Full Build

Everything in Systems Foundation, plus the flows, migration and team documentation for a business that's outgrown its tools.

  • Everything in Systems Foundation
  • Up to 5 automated flows
  • Migration off your old tools
  • Written procedures for your team

Need your offer, website and systems together? Strategy + Build includes up to five automation flows.

Questions people ask before they begin.

What platform do you build on?

MONDAi: your CRM, forms, booking, payments, email and client portal in one place, under your brand, for $47 a month from the day the build starts.

Can you move me off the tools I use now?

Yes. The Full Systems Build includes migrating your contacts, forms and automations from the tools you're leaving.

Will it still feel personal?

Yes. Every email is written in your voice, and the system handles the reminders so your time goes to real conversations.

Do you write the emails in the flows?

Yes. Every automated email is drafted in your voice and approved by you before launch.

How does payment work?

50% to begin and the rest at handoff, then $47 a month for MONDAi.

An open cabin door onto a sunlit forest path
Ready to let the system carry it?Choose Systems Foundation or the Full Build and apply. We confirm fit with you before anything begins.Choose your build
Paper swatches, green linen and a brass seal on a walnut table
Not sure systems are the problem?If something isn't working but you can't tell whether it's your offer, your systems or your traffic, start with the diagnostic.Book the Marketing Audit