Automations · Tailored quote
The busywork,
handled
We connect the tools you already use, so leads, follow-ups, bookings, invoices and onboarding run by themselves, without you in the middle.
Who it's for
- You copy the same details between apps every single week
- Leads slip through because follow-up depends on you remembering
- Onboarding one new client takes an afternoon of emails and admin
- You know automation would help, but you don't know where to start
How it flows
- 01A new lead arrives
- 02Tagged in your CRM
- 03Follow-up email
- 04Call booked
- 05Contract and invoice
- 06Onboarding starts
What we build
The pieces
No templates. We map how your business actually runs, then connect the tools you already pay for, so the automation fits you instead of you fitting the automation.
- 01
Lead capture and tagging
Every form, quiz and DM keyword lands in your CRM, tagged by what that person wants.
- 02
Follow-up that never forgets
Emails and reminders go out on time, whether you are on a call or on holiday.
- 03
Booking and reminders
Calls go straight into your calendar, with reminders that cut no-shows.
- 04
Contracts and invoices
Proposals, contracts and payment links sent the moment someone says yes.
- 05
Client onboarding
Welcome emails, access, kick-off scheduling and portals, triggered automatically.
- 06
Weekly reporting
Your key numbers gathered in one place, so you know what is working without digging.
Tools we often use
- n8n
- Make
- Zapier
- HubSpot
- Notion
- Calendly
- Stripe
- MailerLite
Real examples
Automations in real life
Move with Intention
From Tech Overwhelm to One Simple System
As her company was growing, Lacey needed the right support behind the scenes.
View case study
Fitfood by Arjan
10+ Hours Saved Every Week With One System
A simple website that doubled revenue and gave him his evenings back.
View case study
Nikki Sharp
$19K in a Weekend While Away on a Holiday
A growing global brand like Nikki's needed systems and support to match.
View case studyWant the full system?
Automations are the engine of The Lucky Method, our complete backend system. If you want every layer built and connected, from first click to referral, start there.
Explore The Lucky Method →
FAQ
Frequently asked questions
Which tools do you automate?
Wherever possible we work with what you already use, from Notion and HubSpot to Calendly, Stripe and MailerLite, and connect them with n8n, Make or Zapier. We only suggest a new tool when it genuinely saves you time or money.
Do I need to be technical?
Not at all. We build and test everything, then hand it over with short walkthrough videos, so you always know what runs where.
What should I automate first?
Usually whatever you repeat most and enjoy least, like follow-up, booking or onboarding. On the free call we look at your week and pick the first win together.
How much does it cost?
Every project is quoted after a free call, once we know exactly what you need, so you only pay for what will actually make a difference. You can book it on its own or as part of one of our full offers.
Ready to get
YOUR TIME BACK?
You don't need to work harder, you need better systems.
Book a call and we'll map out your next step together.
Book a free call