All work

Automation · 2026

CRM Systems + Automations

I audit studios' tech stacks and build the automations inside their CRMs.

Year
2026
Role
Tech stack consulting + automation
Trigger
New lead signs up
Outcome
First class booked

Before

[4 h/week]

After

[10 min]

How it runs

New lead signs up (Meta Instant Forms) → Tag + segment (Studio CRM) → Welcome sequence (Email + SMS) → Intro offer follow-up (CRM automation) → First class booked (Studio CRM) TRIGGER New lead signs up Meta Instant Forms STEP 01 Tag + segment Studio CRM STEP 02 Welcome sequence Email + SMS STEP 03 Intro offerfollow-up CRM automation OUTCOME First class booked Studio CRM New lead signs up (Meta Instant Forms) → Tag + segment (Studio CRM) → Welcome sequence (Email + SMS) → Intro offer follow-up (CRM automation) → First class booked (Studio CRM) TRIGGER New lead signs up Meta Instant Forms STEP 01 Tag + segment Studio CRM STEP 02 Welcome sequence Email + SMS STEP 03 Intro offerfollow-up CRM automation OUTCOME First class booked Studio CRM

Systems