Software Optimization

& Automation

Your Software Is Powerful — If It’s Set Up Right

What Is Software Optimization & Automation?

Most businesses only tap into a small slice of what their software can actually do — and it shows.

Missed leads. Broken automations. Time wasted on tasks that should be running themselves.

Software Optimization & Automation flips that around.

Broken systems get fixed, messy setups get streamlined, and smart automations handle the busywork — so more gets done with less effort.

Streamlined Optimization & Automation

for Growing Businesses

Software Optimization

Get more out of the tools you already use — without switching platforms or starting over

Software should simplify operations — not slow things down. Optimization clears out clutter, fixes sync issues, and fine-tunes settings so platforms are easier to use, faster to navigate, and more effective overall.

For even better results, monthly strategy sessions reveal untapped features, missed efficiencies, and smarter ways to use existing tools — all without switching platforms or adding complexity.

✅ Platform Cleanup & Reorganization
✅ Speed & Performance Improvements
✅ Troubleshooting Errors & Glitches
✅ CRM Tagging, Pipelines & Data Structuring
✅ User Role & Access Permission Setup
✅ Calendar & App Sync Optimization
✅ Elimination of Redundant or Conflicting Tools
✅ Improved Team Workflow & Efficiency
✅ Tuning Platform Settings & Notifications
✅ Optimization for 80+ Business Software Platforms

Smart Business Automation

Automate repetitive tasks, streamline operations, and free up your team.

From lead follow-up to calendar syncing, automation saves time and eliminates errors.

Whether it’s nurturing leads, assigning tasks, or managing multi-step processes — workflows handle it all without manual effort. Trusted tools like Zapier, native integrations, and platform logic keep systems connected and running smoothly.

✅ Custom Workflows Tailored to Specific Business Needs
✅ Automated Email & SMS Sequences
✅ Form Responses Routed to the Right Team or App
✅ CRM Tagging, Segmentation & Pipeline Movement
✅ Calendar Booking & Rescheduling Flows
✅ Lead Scoring & Qualification Automation
✅ Internal Notifications & Task Assignments
✅ Follow-Up Reminders & Missed Call Textbacks
✅ Multi-Platform Sync via Zapier or Native Tools
✅ End-to-End Testing to Ensure Performance
✅ Liaison Between Software Providers

Pricing

Monthly Support

Optimization & Automation: Core Plan

$175/month

+ $50 One-Time Setup Fee

✅ Covers 1 Software Platform

✅ 1 Hour Task Support/month

✅ Unlimited Troubleshooting

✅ Includes all Optimization Tasks

✅ Includes all Automation Tasks (within 1 platform)

✅ Priority Turnaround on All Requests (1-2 days)

✅

Discounted Task & Emergency Support Included ℹ️ Included Benefits: • 25% Off Task Support
• No Service Fees on Task Support
• 20% Off Emergency Task Support
• 50% Off Emergency Support Service Fee

No contracts - cancel anytime

Optimization & Automation: Growth Plan

$400/month

+ $100 One-Time Setup Fee

✅ Everything from the Core Plan

✅ Covers Up to 3 Platforms

✅ 2 Hour Task Support/month

✅ 1 Hour Monthly Software Strategy Session

✅ Priority Turnaround on All Requests (1-2 days)

✅ Ideal for Teams Running Multiple Systems

✅

Discounted Task & Emergency Support Included ℹ️ Included Benefits: • 25% Off Task Support
• No Service Fees on Task Support
• 20% Off Emergency Task Support
• 50% Off Emergency Support Service Fee

No contracts - cancel anytime

One-Time Support

Optimization & Automation

Task Support

$100/hour

+ $100 Service Fee

✅ Covers All Supported Platforms

✅ Workflow Building, Support, and Repairs

✅ Integration Setup, Support, and Troubleshooting

✅ Zapier & Automation Workflow Assistance

✅ Includes Post-Task Testing for Reliability

✅ Liaison With Software Providers

✅ Standard 2–3 Business Day Turnaround

Emergency Automation

task Support

$125/hour

+ $200 Service Fee

✅ Immediate Response Within 2 Hours

✅ Covers All Supported Software Platforms

✅ Resolution of Urgent Automation or Integration Issues

✅ Covers All Workflow, Integration, or Zapier Failures

✅ After Hours & Weekend Availability ($150/hour)

✅ Post-Resolution Summary Provided

✅ Applies to Automations, Workflows, and Integration Errors

Software Strategy

Session

$250

*Online Video Call

✅ Personalized 1-on-1 Session Every Month

✅ Strategic Planning for Software & Automation Usage

✅ Walkthroughs of New Tools or Features

✅ Optimization Advice Based on Your Real Use Cases

✅ Support Recommendations to Maximize Your Hours

✅ Goal-Oriented: Focus on Sales, Ops, or Client Experience

✅ Perfect for Business Owners & Busy Managers

How It Works

Automation & Optimization doesn’t just save time — it creates consistency, eliminates

human error, and unlocks serious efficiency.

Broken workflows, delayed follow-ups, and scattered data can all be handled automatically with the right systems in place. Automation takes care of the busywork, silently running in the background so manual tasks don’t slow things down.

Whether it’s fixing what’s not working or launching something new, automation ensures everything flows smoothly across platforms. Every workflow is tested, refined, and built to keep tools in sync, teams productive, and opportunities from falling through the cracks.

Focus on growth — while the systems behind the scenes keep everything running

.