Business system design: for when you want someone else to make it work
You have an idea of what you want your systems to do, but need a hand getting it all set up so the website sends the right data to your CRM and the lead is added to the right workflow and the correct email goes out when it’s supposed to. We’ll make your vision a working reality.

I want to increase capacity without hiring more staff
I want to consolidate my saas subscriptions
Help me automate more of my marketing
My systems don't talk to each other the way I need them to
I want to productize a service
What marketing tools are right for my business?
I need help setting up my CRM
Set up my email marketing software so I can just start posting
Help me choose and setup a project management tool
Scale your clever
If your business doesn’t have solid marketing and sales systems, you’ll eventually hit a wall on growth and productivity. Luckily, these days, you don’t need a hefty sales and marketing team permanently on hand to grow a successful business. If your systems are set up effectively, your marketing can be vastly simplified, and your website and integrated systems can fulfil many of the tasks of a traditional salesperson.
We have 20 years of experience customizing client relationship management (CRM) software, email marketing software, and project management software. Our clever lies beyond just setting up these systems to leverage automation and AI to get your systems talking to each other — saving hours of manual work every week.
How to scale your clever
For most small businesses, the biggest block to growth is you—you’re busy doing the work to deliver your service, and it’s hard to find the expertise you need for others to market and deliver your services at the same high standard. Which means multiples of you are needed to grow effectively. That creates an obvious hiring nightmare and a financial commitment most small businesses can’t accommodate. Instead, let’s systematise you to create repeatable and scaleable systems to give you time back and create a template for business growth.
- 1. Start with a System Design Consult
Let’s talk about your systems—what’s working for you, what isn’t and what has no system at all. What would you like to get working better for your business? For the purposes of this initial consult, you could be micro-focused on a single offer in your suite of services, or we can take a macro view to your entire business and see how everything can be working better together.
After this consult, you may have enough information to DIY a solution or you may want to continue to collaborate on items 2–6 in our approach to help systematize your business.
- 2. Marketing: simplify and consolidate your marketing efforts
Our Marketing Solutions: One Day Roadmap is the best way to systematise your marketing strategy in a single day.
- 3. Connect marketing to sales
- Workflow map. We map out the workflow to uncover gaps and opportunities in the systems and processes in use for lead generation, lead conversion and client fulfillment.
- An experienced outsider can see all the ways you can improve efficiency and increase capacity that might not be immediately apparent to you when you’re deep in the business every day.
- This is usually conducted over a 1 workshop in collaboration with you and requires an average of 2 Clever Days to complete (depending on goals outlined in your System Design Consult).
- 4. Automate and systematise
- Systems audit: get clarity on your systems to uncover redundancies & opportunities. We undertake a full overview of the technical systems in use across your business, your website and your other marketing channels. You’d be surprised by how many businesses we work with who don’t realise they’re paying for multiple tools that serve the same purpose. We’ll work with you to uncover all the tech you’re using (and often all the things you’ve bought but aren’t using, too!).
- New systems roadmap: let’s co-create a roadmap for your business’s sales efficiency. We’ll work closely with you to streamline your workflow and to ensure the tech and processes your team are using are as efficient as they can be. This process usually reveals hours of human capacity that can be clawed back for more high-value tasks.
- This is usually conducted over a 1 workshops in collaboration with you and requires an average of 1 Clever Day to complete (depending on goals outlined in your System Design Consult).
- 5. Manual systems roadmap
- Process audit. How does your existing tech fit in with your human-powered processes? We review the parts of your process that still need to be handled manually. For service-based businesses, this is where your expertise can feel hard to put into a repeatable system as so much project-based work is custom to a client. However, there will be repeatable parts of the process that can be templated to make quoting easier, provide a consistent client experience, improve quality control, make projects more stable, and reduce stress.
- Manual systems roadmap: we provide a report outlining the parts of your manual process that can be templated and put into a framework for easier delivery. This is halfway to replicating your brain and will, at a minimum, increase your efficiency while also making it easier for you to find the right experience to fill gaps when you’re ready.
- This is usually conducted over a series of 2 workshops in collaboration with you and requires an average of 2 Clever Days to complete (depending on goals outlined in your System Design Consult).
- 6. Implementation
We can help you DIY your systems overhaul, do it with you, or implement your new systems on your behalf.
Book your System Design Consult

System Design Consult
Reduce admin, create capacity and wow your clients with systems and processes that take your business to the next level.
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This fee is deductible from a comprehensive system design or implementation project if you want us to help you set up your systems.
This System Design Consult is step 1 on your path to system clarity. To get started, select your preferred time and date below. You’ll be redirected to our payment gateway to secure your booking.

Ready to implement some clever marketing solutions for your business?
Our unique combo of design, technology and operations experience is our geeky super power and we love seeing the results for our clients when all their marketing systems are talking to each other and streamlined for the design of a truly clever business.