

Welcome to the
Pipes & Plumbing Room
Let it Flow.
Build Systems That Work
Even When You're Not in the Room.
Your workflows and automations are the hidden pipelines of your business. When they’re working right, things move seamlessly tasks get done, clients feel cared for, and nothing falls through the cracks.
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But when they’re clogged, outdated, or duct-taped together? It’s chaos behind the walls, and you feel it every day.
What You'll Need Inside This Room
You’re not here to chase every task manually. You’re here to lead.
We help you reclaim your time and keep things human .
Workflow Mapping- Strategy Day
For the client who just needs clarity + a roadmap they (or their team) can execute.
Includes:
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​One 4-hour intensive (virtual)
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Deliverables: Workflow map + automation recommendations.
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Covers up to 2 core workflows (ex: client onboarding + lead follow-up).
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Turnaround: Map + action plan delivered within 3 business days
Workflow Build
For the client who wants more than a map they want things actually set up and running.
Includes:
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Includes Strategy Session + Implementation
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Buildout of up to 5 automations (email sequences, client onboarding, scheduling, reminders, etc.)
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System integrations across 1–2 tools (e.g., CRM + project manager)
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Training call + SOP for handoff
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Timeline: 2 weeks from kickoff
Membership Options
Growth Membership
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If you want clarity, collaboration, and control- this is for you.
You bring the vision, we guide the structure, strategy, and setup. Think: expert partnership with room for your input, questions, and preferences. You’ll walk away empowered, with systems you understand and can own.
Includes:
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1 new automation/workflow per month
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Monthly check-in + optimization call
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Email support
3 months minimum commitment
Scale Membership
Want it off your plate and done right the first time? We’ll design, build, and deliver a fully-functioning system—ready to plug into your day-to-day. You tell us where the leaks are—we’ll build a system that stops them.
Includes:
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2–3 new automations/month
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- Priority support
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Quarterly workflow audit + upgrades
3 months minimum commitment
From Clients Who Have Felt The Flow
Before
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“I manually followed up with every lead…”
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Projects stalled when I got busy
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Team kept asking what to do next
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I lived in my inbox

After
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“Now my follow-up emails are automated and customized.”
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Tasks keep moving—even when I step away
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Everyone knows their next move, automatically
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My calendar, tasks, and client touchpoints all run behind the scenes
A smart workflow is one you don’t have to think about .
You need systems that
free up your brain and your bandwidth.
Let’s walk through your business,
room by room, and build a system that feels like home.

YOU ARE HERE
Foundation
Bookkeeping & Payroll
Connections
CRM Systems
