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business systems setup

Soulful Systems Setup (Unified Ops) 

Make your backend quietly run itself. Forms, bookings, payments, and CRM stitched together—so follow-ups happen automatically and nothing slips.

So you have a small business workflow automation you can actually maintain.

I'm Ready to Streamline my Systems
A person writes in a notebook beside a bowl of food, coffee, and flowers on a wooden table, bathed in soft natural light.

Does this sound like you?

✔  You’re copy-pasting data between tools or chasing confirmations manually (operations automation would stop that).

✔  Forms don’t tag properly; bookings don’t trigger emails; invoices aren’t tracked—your CRM + booking + payments integration is missing.

✔  Your CRM fields and pipelines are messy or unused.

✔  No shared naming conventions—everyone calls things something different.

✔  You can’t trust the numbers (or there aren’t any).

✔  You want growth without gimmicks—human, ethical, accessible by default.

What you get

  • Mapped intake → paid flow: forms to CRM automation plus bookings and payments connected to your CRM.

  • Core automations live: intake → scheduling → invoice/receipt → tagging/segmenting (operations automation).

  • Tracking that helps decisions: UTM/campaign structure and a simple dashboard.

  • Data hygiene + standards: clear field taxonomy, naming conventions, and permissions.

Optional add-ons

Copy & micro-UX for forms + system emails (confirmation, reminder, receipt).

Template design polish (clean, accessible forms and email components).

Advanced reporting (custom dashboards, revenue attribution).

Team training (live call, recorded, with Q&A).

How it works

  1. Clarify — map your paths (lead → booking → payment → delivery) and define fields, tags, and statuses.

  2. Build — connect tools, create automations, set naming/permissions, wire up tracking (business systems setup in practice).

  3. QA — run real journeys, and verify data lands where it should.

  4. Handover — SOPs, Loom walkthroughs, and a 30-day review rhythm (if relevant).

A person sits cross-legged on a forest floor covered in leaves, wearing a denim jacket and boots, with hands pressed in a prayer position.

 

Pricing

Setup + Templates + Integration

from £1k

What shapes the final quote: Final quotes depend on number of automations, integrations (CRM + booking + payments integration), data clean-up, copy readiness, and approval speed. Accessibility + ethical marketing are standard.

Book A Free Fit Call
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Hey! I'm Jo

I’m a content & growth strategist, designer, and systems‑tamer.

I help quietly ambitious, values‑led businesses build websites that feel like them — and function like a calm, measurable system. No quick fixes, no gimmicks, no one‑size‑fits‑all.

Just thoughtful strategy, design, and copy you can grow with.