Tested Systems
Automation Playbooks
Tested systems and automated pipelines to reclaim your billable hours.
Scheduling
System
The Consultation-to-Client Pipeline: From Booked Call to Signed Retainer Without the Manual Grind
How to use TidyCal, Typedesk, and BunnyDoc to turn a booked consultation into a signed retainer in under 24 hours, without retyping a single email.
James 8 min read
Intake
System
The Zero-Touch Client Intake System
How to connect Typeform, Make.com, and Clio to automate your intake pipeline and save 5 hours a week.
James 7 min read
Marketing
System
The Autopilot Referral Engine
How to turn past clients into a predictable referral source using a set-and-forget drip campaign.
James 6 min read