To make sure we can accomplish your needs, first we need to evaluate your tech stack. This is all the software you use in your system to make sure it can work with Zapier or at least has an API aspect. If the software is not built to scale with your business, I take the time to learn about why you like it, then we work together to find the right solution and move all your critical data to the new solution. 

The automation setup is the meat and potatoes of my services. This is where we actually tell our automation (Integromat/Zapier) which data to pull and where to put it. This takes time and consideration as we need to guarantee accuracy, put information into the correct places, and not create infinite loops between different tasks.

Ongoing maintenance is what keeps your business running. Businesses change over time. You create a new product line, try a new marketing campaign, or classify customers differently. This will all have an effect on how we import your data and will need changes or additions to your tech stack setup. I offer monthly plans with guaranteed support. This will be discussed throughout our first project.