Get The Workflow Guide

From prospect to client,
to advocate.

Automate the entire journey with Zapier.

Automation doesn't just save you time. It provides consistency, structure, and the ability to deliver an exceptional customer experience. Learn how to wow your customer at every stage of their journey with you.

Automation Inspiration

If you're looking for automation ideas, look no further. This workflow guide is designed to inspire your vision on how you can apply automation to your customers' journey without compromising on the customer experience. 

The guide starts at the very first point of contact, through the sales process and a signed Practice Ignition process, right through to completion of work and a request for referral. 

P.S. We are all trying to figure this out together. This guide might not be perfect for you, but our goal is to help inspire you to take the first steps. If you have questions, don't be afraid to reach out.