Unlock Your Business Potential

The smarter way to scale your service-based business

Tired of manual processes, scattered tools, and inefficient systems? We change that with tailored automation and streamlined operations.

10+ hours saved per week with custom automations

20% increase in client retention through seamless onboarding and follow-ups.

90% faster task completion with streamlined workflows.

Our Services

What Our Clients Get

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AI Service Fulfillment

Use AI to automate fulfillment like client compliance, feedback analysis, and personalized onboarding to save 12+ hours per week and reduce payroll costs.
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Custom CRM Buildouts

Build a CRM designed specifically for your business, allowing you to scale, track, and manage with the precision of an 8-figure company.
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Client Retention Systems

Increase client retention by 20% with systems that seamlessly onboard, nurture, and follow up with clients to create a lasting impact.
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Streamlined Workflows

Complete tasks 90% faster with optimized workflows that cut down inefficiencies and let you focus on growth.
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Data-Driven Dashboards

Centralize 100+ spreadsheets worth of data into one intuitive dashboard, providing real-time clarity for smarter decisions.
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Time-Saving Automations

Eliminate repetitive tasks and save 8+ hours a week with custom-built workflows tailored to your operations.
Operations

How We Operate The Smart Way

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The Old Way

Normal Businesses Operations

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Tedious, Manual Work

Hours spent repetitive task like data entry, onboarding & client fulfillment.

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Scattered Tools

100+ spreadsheets, separate platforms, no central database.

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Scaling Bottlenecks

Fulfillment team capped due to admin overload.

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Lack of Insight

No visibility into business pulse, KPIs, or metrics.

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High Overhead Costs

Constantly hiring to meet demand, increasing payroll unnecessarily

Old Vs SmartShape

The Smart Way

Smart Businesses Operations

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Automated Processes

Streamlined workflows save 10+ hours weekly.

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Centralized System

A single dashboard tracks compliance, progress, and data.

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Increased Capacity

Automate fulfillment to 3x their capacity without compromising quality.

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Actionable Insights

Real-time dashboards highlight business health, behavior and trends.

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Cost Efficiency

Automation replaces admin tasks, saving $10k+ monthly.

Our Process

Development Process

Running an online coaching or consulting business with manual scaling feel impossible. We change that with tailored automation and streamlined operations.

1

Discovery & Audit

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We start by understanding your business inside and out. Through in-depth conversations and a comprehensive audit of your current systems, workflows, and pain points, we identify inefficiencies and bottlenecks. This ensures our solutions are 100% customized to your unique needs.

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2

Strategy & Planning

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Based on our findings, we design a roadmap to streamline your operations. This includes choosing the right tools, automations, and systems to deliver maximum impact. We’ll prioritize tasks to ensure quick wins while laying the foundation for scalable growth.

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3

System Design & Build

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Here’s where the magic happens. We develop your centralized systems, dashboards, and automations. Each system is designed to integrate seamlessly with your existing processes and tools, creating a cohesive ecosystem.

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4

Testing & Optimization

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Before launching, we rigorously test every system to ensure it runs smoothly under real-world conditions. We troubleshoot any potential issues, refine workflows, and optimize for efficiency, making sure everything works like clockwork.

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5

Implementation & Training

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Once your systems are ready, we implement them into your business and train your team. Whether it’s automating check-ins, organizing client databases, or streamlining onboarding, we ensure everyone knows how to get the most out of the tools we’ve built.

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6

Ongoing Support & Refinement

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We don’t just leave you to figure it out. We provide ongoing support, troubleshoot as needed, and continuously optimize your systems as your business grows. Think of us as your operational partner, ensuring your systems evolve with you.

FAQ

Is my business too small/large for your services?

Will this really save me time and money?

I’ve tried other tools before, but they didn’t work. How is this different?

What if I’m not tech-savvy? Will I be able to use the system?

How do I know this will actually work for me?

I’m already busy—won’t implementing these systems take more of my time?

What happens if I don’t like the system or it doesn’t work?

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Ready to scale?

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