We Don’t Just Set Goals,
We Build Processes,
Systems & Automations
To Help You Achieve Them.
Welcome to the Automation Agency CRM — we’re excited to help you hit the ground running!
To ensure your success, we’ve developed three of our most popular onboarding packages designed to help you get the most out of your new AI & Automation system. Whether you’re just getting started and need a solid foundation, looking to automate key parts of your marketing and sales, or ready to launch a full CRM strategy that drives measurable growth — we’ve got a package tailored to meet your needs. Take a look below and choose the onboarding experience that best aligns with your business goals.
Trying to set up a CRM by yourself feels like a smart move—at first.
You figure, “I’ll save some money and figure it out on my own.”
But then the hours start stacking up.
You find yourself buried in video tutorials, piecing together half-working automations, second-guessing every decision, and constantly running into technical walls that leave you more frustrated than empowered.
You didn’t save money…
You lost it—through missed sales, lost time, and burned-out energy that could’ve been spent growing your business.
Every week spent struggling with DIY setup is a week of lost revenue, lost clarity, and lost confidence.
The longer you wait to fix it, the more it costs you.
The Truth is that you weren’t meant to become a CRM architect while also being the CEO, the marketer, the closer, the customer service rep, and the visionary behind your company.
Trying to implement a robust CRM on your own isn’t just difficult—it’s draining.
When you choose to go at it alone you’re expected to become a systems architect overnight. To map out pipelines, design automations, build forms, tag contacts, train your staff, and somehow keep your business running—all without dropping the ball.
You spend hours trying to figure out what should be a simple task.
You second-guess every step.
And once you think you’ve got it working… you still have to train your team to use it the way you hope you designed it.
It’s a recipe for burnout.
And the truth is— the DIY route doesn’t save money.
That’s exactly why we built our CRM Onboarding Packages—to remove that stress entirely.
We do the heavy lifting. We build the systems. We train your team. You stay focused on growing your business while we make sure your CRM works flawlessly behind the scenes.
No guesswork. No wasted time. No more feeling like you’re in it alone.
At Automation Agency, we’ve helped thousands of small business owners just like you—people with big goals and real pressure—build CRM systems that actually work.
Not overbuilt. Not underdone. But designed around how YOU do business.
We don’t hand you a stack of templates and tell you “good luck.”
We guide you.
We walk you through it.
We make sure it works—before we ever hand over the keys.
You’re building something big. You just need a CRM system that works with you, not against you.
That’s where our CRM Onboarding Packages come in.
We’ve created 3 levels of done-for-you onboarding to fit where you are now—and where you’re going next.
We map out your customer journey, lead stages, and automations together. No guessing.
We build your CRM, forms, automations, tags, pipelines—everything—aligned with your business goals.
We run real-world scenarios and QA everything. No broken links. No failed automations.
We train you (and your team) so you feel confident using your CRM every single day.
You won’t just walk away with a CRM… you’ll walk away with clarity.
No matter where you are in your business journey, we have a CRM onboarding package designed to meet your needs—and help you move forward with clarity, speed, and confidence.
$1,497
For businesses that need a fast, focused setup to start using their CRM right away and build momentum. Perfect if you’re just getting started or migrating from another platform.
$2,997
For businesses ready to boost profits and eliminate manual follow-up by automating their first campaigns and building smarter sales pipelines.
$4,497
For established businesses serious about scaling, retaining more clients, and creating true operational freedom with a fully automated CRM strategy.
And worst of all?
Your growth stalls.
A CRM that doesn’t work for you is silently costing you every single day.
You get your time back.
Your team has clarity.
You start seeing real ROI from your marketing and sales efforts.
You stop guessing—and start growing.
You become the business that can scale, not sink.
You deserve more than a half-working CRM. You deserve a system built with clarity, purpose, and results in mind.
Because you shouldn’t have to be a tech wizard to grow your business with confidence.
Let us help you make your CRM the most valuable asset in your business—not the most frustrating.
Goal: Ensure immediate use of CRM essentials like lead management, appointments, and simple communications.
Goal: Set up foundational automations that help turn leads into paying customers without manual follow-up.
Goal: Launch full-scale marketing and sales automations that drive long-term retention, reviews, and revenue without manual effort.
The number of websites and apps offering chatbot experiences has surged by 92% in recent years, reflecting a significant shift towards automated customer engagement.
We Don’t Just Set Goals,
We Build Processes,
Systems & Automations
To Help You Achieve Them.
We Don’t Just Set Goals,
We Build Processes,
Systems & Automations
To Help You Achieve Them.