Automation & Tech Stack

• Marketing Automation
  Set up smart workflows using Zapier, Make, HubSpot, or GoHighLevel to automate repetitive tasks across your entire stack.
  
  

• Funnel & Workflow Automation
  Automate your lead capture, nurture, follow-up, and conversion flows — from first click to final sale or donation.
  
  

• CRM & Sales Pipeline Setup
  Organize your contacts, track your leads, and manage relationships with a clean, customized CRM (Salesforce, HubSpot, GHL, etc.).
  
  

• Analytics Dashboards
  Visualize your performance with dashboards built in GA4, Looker Studio, or your preferred analytics tool — including custom KPIs.
  
  

• AI Chatbot & Live Chat Setup
  Automate conversations on your site with intelligent chatbots, or add real-time support with live chat tools.
  
  

• Lead Scoring & Smart Tagging
  Automatically score and segment leads based on behavior, intent, or donor history for better targeting and follow-up.
  
  

• Custom Software Integrations
  Connect your platforms and tools — from donation systems and CRMs to email, SMS, and scheduling apps — with seamless backend workflows.
  
  

• Email & SMS Automation Flows
  Trigger welcome sequences, reminders, re-engagement messages, and more — fully automated and synced with your CRM.
  
  

• Team & Task Automation
  Assign internal tasks, send notifications, and keep your team in sync without manual effort.