Anonymous client story
A talent assessment practice
An email system, event registration and a keynote speaker promo video for a practice working with assessment takers.
- systems
- content
Run smoother
Systems that save you hours every week
We set up and run the tools behind your business: CRM, booking, email, automations and dashboards. When you need a technical partner, we can be your part-time tech lead (fractional CTO).
Who it's for
- Owners doing repetitive admin by hand
- Teams whose tools don't talk to each other
- Founders who need tech decisions made by someone they trust
What you get
| What's included | Essential | Growth | Operator |
|---|---|---|---|
| Run smoother | |||
| Admin support | Not included | Daily records and monthly reports | Admin, hiring and operations support |
| CRM setup | Not included | Light setup: pipelines, tags and templates | Advanced setup and sales operations support |
| Automations | Not included | Basics with n8n, Zapier or GoHighLevel | Advanced automations and AI upgrades |
| Dashboards | Not included | Not included | Custom dashboards for your team and clients |
| Part-time tech lead (fractional CTO) | Not included | Not included | Included: joins your meetings and plans your tech |
| Cost and tools audit | Not included | Not included | Included |
| Strategy and reporting | |||
| Strategy sessions | Basic growth advice | Two 60-minute sessions a month | A weekly 45–60 minute session, plus quarterly planning |
| Progress reporting | A monthly progress presentation | Every two weeks, with real numbers | Weekly updates and a monthly executive report |
| Support | Replies within one business day | Replies within one business day | Priority support (response times set in your plan) |
How we work on your systems
-
Map.
We list your tools, your steps and where time is lost.
-
Fix the basics.
Booking, email and your CRM (the tool that tracks leads and clients) set up properly.
-
Automate.
Repetitive steps run on their own, with checks so nothing slips.
-
Report.
Simple dashboards show what's working.
-
Lead.
On Operator, we join your meetings and plan your tech each quarter.
Tools we use
- GoHighLevel
- n8n
- Zapier
- Google Workspace
- Microsoft 365
- Calendly
- Zoom
- Microsoft Teams
- Google Sheets
Questions people ask us
What is a fractional CTO?
A part-time tech lead. You get senior technical judgment without hiring a full-time executive.
Will you need access to my accounts?
Only what the work needs. We'll ask you to add us through each tool's user roles, so you never have to share a password.
Can you work with the tools I already have?
Usually, yes. We start with what you have and only suggest changes that pay for themselves.
Related work
Free strategy call
Let's map your next 30 days
Pick a time that works for you. You'll leave with clear next steps, whether or not you work with us.
We reply within one business day.
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