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Book a Free Call
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Book a Free Call

Finally run your business with one streamlined system. ​​​​​​​

You’ve built a great business, but your jumble of tools is holding you back. I help service providers consolidate and automate your client workflows — so you can stop stressing about tech and start focusing on what lights you up.  ​​​​​​​

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BOOK MY WORKFLOW ASSESSMENT

Finally run your business with one streamlined system. ​​​​​​​

You’ve built a great business, but your jumble of tools is holding you back. I help service providers consolidate and automate your client workflows — so you can stop stressing about tech and start focusing on what lights you up.  ​​​​​​​
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BOOK MY WORKFLOW ASSESSMENT

Right now your operations feel like they're patched together with duct tape

None of your tools talk to each other.

You’re paying for too many subscriptions.

Leads and tasks slip through the cracks.

You’re frazzled and exhausted trying to keep it all together.
​​​​​​​
And deep down, you know -- you shouldn’t have to short-change those who rely on you because you're worrying about tech.

Right now your operations feel like they're patched together with duct tape

None of your tools talk to each other.

You’re paying for too many subscriptions.

Leads and tasks slip through the cracks.

You’re frazzled and exhausted trying to keep it all together.

And deep down, you know -- you shouldn’t have to short-change those who rely on you because you're worrying about tech.

What you'll gain when you ditch the duct tape

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Spend your time where it matters

Stop juggling tools and repetitive tasks — reclaim hours every week to focus on what lights you up.
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Less Stress

No more worrying about what fell through the cracks. Your workflow runs smoothly behind the scenes.
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Better  Experience

Those you serve  feel cared for — without you lifting a finger.

I understand that when your tech doesn't work well, neither do you.  I've been there - too many scattered tools leave you feeling exhausted when trying to accomplish anything.  I see you - you need to get your brilliance out into the world!

See what my clients have to say:

"With the system you put in place, I can keep my full focus on [my clients'] growth and development goals." M. Gramig

"You can actually go out and do other things that you've been wanting to do, but you were not able to do." A. Hull

What you'll gain when you ditch the duct tape

ac_unit

Spend your time where it matters

Stop juggling tools and repetitive tasks — reclaim hours every week to focus on what lights you up.
ac_unit

Less Stress

No more worrying about what fell through the cracks. Your workflow runs smoothly behind the scenes.
ac_unit

Better  Experience

Those you serve (clients, donors, members, or volunteers) feel cared for — without you lifting a finger.
I understand that when your tech doesn't work well, neither do you.

I've been there - too many scattered tools leave you feeling exhausted when trying to accomplish anything.

I see you - you need to get your brilliance out into the world!


See what my clients have to say: 

"With the system you put in place, I can keep my full focus on [my clients'] growth and development goals." M. Gramig

"You can actually go out and do other things that you've been wanting to do, but you were not able to do." A. Hull


​​​​​​​The "Ditch the
Duct Tape" Plan

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Conduct a workflow assessment
Identify the tools and processes that are allowing things to fall through the cracks
Agree on the best package​​​​​​​
We want you to stress less - one size DOES NOT fit all
Build a custom sales, marketing, & operations system
We'll stay in touch throughout the build to ensure things are meeting your needs as we automate your client workflows

​​​​​​​The workflows we implement will support how YOU operate, not how anyone else thinks it should be done.
​​​​​​​

​​​​​​​
​​​​​​​
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BOOK MY WORKFLOW ASSESSMENT

The "Ditch the Duct Tape" Plan

 
 Conduct a workflow assessment 

Identify the tools and processes that are allowing things to fall through the cracks

 
 Agree on the best package​​​​​​​ 

We want you to stress less - one size DOES NOT fit all

 
 Build a custom sales, marketing, & operations system 

We'll stay in touch throughout the build to ensure things are meeting your needs as we automate your client workflows

​​​​​​​The workflows we implement will support how YOU operate, not how anyone else thinks it should be done.
​​​​​​​
​​​​​​​
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BOOK MY WORKFLOW ASSESSMENT

​​​​​​​Every great system begins with a good conversation.  Whether you're still exploring, or ready to streamline, this is where the magic begins.

Workflow Assessment (90 minutes - $179)

We'll take a deep dive into your tools, workflows, and goals to see exactly what's slowing you down and where automation will make the biggest difference.

You'll walk away with: 
  • A clearer picture of your client workflows including gaps and opportunities
  • A personalized plan for your next steps
  • $179 credited toward your chosen package when you move forward
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BOOK MY WORKFLOW ASSESSMENT
Not quite sure this is for you?

If you're weighing options or need clarity before booking a strategy session, schedule a quick call and we'll talk it through. No pressure - I promise.     
Not quite sure this is for you?

If you're weighing options or need clarity before booking a strategy session, schedule a quick call and we'll talk it through. No pressure - I promise.   
 
​​​​​​​Every great system begins with a good conversation.  Whether you're still exploring, or ready to streamline, this is where the magic begins. 
Workflow Assessment (90 minutes - $179) 
We'll take a deep dive into your tools, workflows, and goals to see exactly what's slowing you down and where automation will make the biggest difference.

You'll walk away with: 
  • A clearer picture of your client workflows including gaps and opportunities
  • A personalized plan for your next steps
  • $179 credited toward your chosen package when you move forward
settings
BOOK MY WORKFLOW ASSESSMENT

Your Build Options

 
​​​​​​​During your Workflow Assessment we'll determine which setup best fits your goals, tools, and budget.  Every build is customized to your needs: because one size doesn't fit all.  

Workflow Essentials

Your solid foundation.  Lead capture, scheduling, and billing - without the duct tape. 
​​​​​  
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Workflow Transformation

Your full overhaul.  We rebuild the entire client journey - from first click to loyal client - with smart automation that works how YOU work.  

arrow_forward
You'll select your build at the end of your workflow assessment, after we've had a chance to review your goals and challenges.  The $179 assessment fee will be credited toward your chosen package. 
settings
BOOK MY WORKFLOW ASSESSMENT

Your Build Options

 
​​​​​​​During your Workflow Assessment we'll determine which setup best fits your goals, tools, and budget.  Every build is customized to your needs: because one size doesn't fit all.  
Workflow Essentials
Your solid foundation.  Lead capture, scheduling, and billing - without the duct tape. 
​​​​​  
arrow_forward
Workflow Transformation
Your full overhaul.  We rebuild the entire client journey - from first click to loyal client - with smart automation that works how YOU work.  

arrow_forward
You'll select your build at the end of your workflow assessment, after we've had a chance to review your goals and challenges.  The $179 assessment fee will be credited toward your chosen package. 
settings
BOOK MY WORKFLOW ASSESSMENT

OVERHEARD:

"I worked with Kim on creating an onboarding system via Ontraport... Now I have a beautiful system in place that captures the data I need."
Tammy Fisher, Balancing Act Small Business


At Alpha Zed Business Services, we know that you want to be organized and focused on serving your clients.  In order to do that, you need a solid sales and marketing platform.

The problem is the jumble of tools you’ve accumulated over the years which makes you feel frazzled and uncertain about how to move forward.

We believe you shouldn't have to short-change those who rely on you because you're worrying about your tech.  We understand that when your tech doesn't work well, neither do you, which is why we set up workflows that allow you to focus on your main thing.

Here’s how we do it: 1) Schedule a free call; 2) Conduct a workflow assessment; 3) Agree on the best package to help you stress less. 4) Build a custom sales and marketing system in Ontraport to automate your client workflows.  

So, book a free call.  And in the meantime, check out these free resources.  So you can stop allowing your tech to get the better of you and instead have a consolidated sales & marketing platform that gives you more time to focus on what lights you up.

From first contact to follow-up, clients feel cared for — without you lifting a finger.

OVERHEARD:

"I worked with Kim on creating an onboarding system via Ontraport... Now I have a beautiful system in place that captures the data I need."
Tammy Fisher, Balancing Act Small Business

Not sure if you're ready for Ontraport?


At Alpha Zed Business Services, we know that you want to be organized and focused on serving your clients.  In order to do that, you need a solid sales and marketing platform.

The problem is the jumble of tools you’ve accumulated over the years which makes you feel frazzled and uncertain about how to move forward.
​​​​​​​
We believe you shouldn't have to short-change those who rely on you because you're worrying about your tech.  We understand that when your tech doesn't work well, neither do you, which is why we set up workflows that allow you to focus on your main thing.

Here’s how we do it: 1) Schedule a free call; 2) Conduct a workflow assessment; 3) Agree on the best package to help you stress less; 4) Build a custom sales and marketing system in Ontraport to automate your client workflows.  

So, book a free call.  And in the meantime, check out these free resources.  So you can stop allowing your tech to get the better of you and instead have a consolidated sales & marketing platform that gives you more time to focus on what lights you up.
​​​​​​​

flare

Ready to Ditch the Duct Tape?

Let's make it happen!

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Book a Workflow Assessment
flare

Ready to Ditch the Duct Tape?

Let's make it happen!
 Copyright 2025   Alpha Zed Business Services LLC 
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