Backend Systems That Make Your Business Feel Effortless
Automation, client flows, and tech setups designed to save you time, reduce friction for your clients, and support sustainable growth.
If your offers are solid but the backend feels clunky, manual, or overwhelming, I help turn your systems into something that actually works for you.
With over seven years of experience in client services and a deep focus on automation, I build clean, thoughtful backend systems that feel seamless for your clients and easy for you to manage.
"I thought my systems were solid until Emma came in and uncovered gaps I didn’t know existed. Her organization, reliability, and ability to anticipate challenges elevated my entire operation."
Who This Is For
This work is a good fit if you:
- ✓ Have strong offers but need better systems to support them
- ✓ Want your business to run smoothly without being involved in every detail
- ✓ Care deeply about client experience, not just efficiency
- ✓ Are ready to hand off backend setup to someone who understands both the tech and the people using it
Many of these services work well together and can be bundled to support your specific goals.
Think of this list as a starting place. If your business needs something not listed here, I'm happy to talk it through and create a custom solution.
And not to brag, but I have been called a "magical fairy rockstar."
"You are some kind of magical fairy rockstar!! Thank you!!"
Click any service below to see details and pricing.
Building from the Ground Up
You are setting up your business and want your systems built correctly from day one.
This is the foundation of everything else in your business.
I will set up your CRM so client information, tagging, and automations live in one organized, scalable system.
Includes:
- CRM structure and setup
- Tags, lists, and segmentation
- Core automations and workflows
- Integration with your existing tools
- Clear handoff documentation
Note: Pricing does not include CRM platform subscription costs.
Your onboarding sets the tone for your entire client relationship.
I will design an automated onboarding flow that helps clients feel supported and clear on next steps from day one.
Includes:
- Automated welcome and confirmation emails
- Intake and next-step communication
- Thoughtful client touchpoints
- CRM-connected automation
Note: Pricing does not include CRM or email platform subscription costs.
A "peeper email" is what Dallas calls an email that gets sent automatically based on a client's interest & behavior.
For example, someone might click through to your sales page or booking link but get distracted. A peeper email flow can gently follow up and invite them back when they are ready.
Includes:
- Trigger-based email automation
- CRM tagging and segmentation
- Sales or nurture workflows
Note: Pricing does not include email or CRM platform subscription costs.
I will help you turn your content into a clear, easy-to-navigate course experience.
This setup supports both you and your students behind the scenes.
Includes:
- Course structure and setup
- Content upload and organization
- CRM and email integrations
Note: Pricing does not include course platform or CRM subscription costs.
Optimizing an Established Business
Your business is running, but you are doing more manual work than you should be.
If you have ever thought "there has to be a better way to do this," you are probably right.
I create custom automations that reduce manual tasks and free up your time.
This can include:
- Automated emails and follow-ups
- Client flow automation
- Spreadsheet creation and auto-updating
- Task and reminder automation
- Zapier or n8n workflows
Note: Pricing does not include third-party automation tool subscription costs such as Zapier or n8n.
Answer common questions without needing to be available around the clock.
I build custom chatbots that help clients find answers quickly and reduce repetitive messages.
Includes:
- Chatbot strategy and setup
- Custom responses aligned with your offers
- Website integration
Note: Pricing does not include chatbot platform subscription costs.
Your webinar should feel smooth and organized from start to finish.
I handle the backend setup so registration, reminders, and follow-up emails run automatically.
Includes:
- Zoom setup and configuration
- CRM integration and tagging
- Registration and follow-up emails
Note: Pricing does not include Zoom, CRM, or email platform subscription costs.
Scaling Through Partnerships
You are ready to grow through strategic collaboration.
This is a full-service backend setup and management package based on Dallas Travers' Partnership Bundle framework.
I support the entire lifecycle of your partnership offer so everything runs smoothly behind the scenes.
Includes:
- Backend automation and workflows
- CRM and partner tracking
- Communication systems for partners and clients
- Ongoing management during the bundle timeframe
Note: Pricing does not include CRM, email platform, or partner outreach software costs. Partner research is available as an add-on.
Not Sure Where to Start?
Many clients fall somewhere in between stages. If you are unsure which service makes the most sense, reach out and we can map out a clear next step together.