Projects: CRM, automation and AI builds
Proper systems, built for the way your business actually works.
If your business is running on spreadsheets, WhatsApp and good intentions, I'll build you the system that holds it all together. Your CRM, your automations and your AI workflows are designed around how you work and handed over ready to use.
What I build
CRM builds
Every customer, conversation and job in one place, in GoHighLevel or Airtable, set up around your own process.
Automations
Follow-ups, reminders, onboarding, review requests and handovers that run on time without anyone remembering them.
Booking and payments
Calendars, intake forms, deposits and reminders that cut no-shows and chasing.
AI workflows
Enquiries answered, documents drafted, leads qualified and information pulled together, built into the tools you already use.
Migrations
Moving you off a system you've outgrown, or one you don't actually own, with your contacts, automations and history intact.
Custom integrations
Connecting the tools that don't talk to each other, using Make, Zapier, webhooks, Supabase and custom apps where needed.
Some of the builds I do most
Service business setup
CRM, enquiry forms, automatic follow-ups, a client onboarding sequence and simple reporting.
Coaching and course businesses
Applications, payments, onboarding, client tracking, renewals and offboarding.
Clinics and practices
Online booking, reminders, intake forms, recalls and follow-ups.
Subscription and e-commerce operations
Order processing, customer communication, fulfilment workflows and issue alerts.
The complete business system
CRM, sales journey, project management, team handovers, client delivery and a reporting dashboard.
How a project runs
- 1
Plan
We map how things work now, what needs to connect and what keeps going wrong. If you've had an Ops Review, this is already done.
- 2
Build
I build your systems, connect your tools and set up the automation.
- 3
Test
Everything is tested with real scenarios before anything reaches a customer.
- 4
Hand over
You and your team are trained, you get written instructions for everything, and two weeks of support after launch.
What happens after the build
You run it
Full training, written instructions and two weeks of support, then the system is yours to manage.
I look after it
Keep me on a retainer and I'll keep improving the system as the business grows.
In their words
“Short story. Hire her. ... She got us on GoHighLevel which allowed us to easily keep in contact with our customers and get deals and email campaigns to them. ... She got us set up with AI bots to handle the many tedious tasks. ... MOST IMPORTANT - Mandie is reliable, smart, hard working.”
Ann Neufelder
Google review
“After an incredibly frustrating experience with a previous operations partner that left me in despair about my business, Mandie stepped in and completely changed the trajectory of AirwayZ. Within days, she identified problems that had been overlooked for months, untangled workflows that weren't scalable, and rebuilt systems in a way that finally made sense. ... She thinks like an owner. ... The biggest gift Mandie gave me wasn't a workflow or a dashboard. She helped me fall in love with my business again. ... If you're looking for someone who simply "does GoHighLevel," keep searching. If you're looking for someone who becomes a true operational partner and builds your business as if it were her own, you've found her.”
Liz Walker
Google review · founder of AirwayZ
Not sure what you need yet?
Start with an Ops Review and you'll know exactly what to build and in what order, or book a call and we'll work it out together.