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The package

Connected Workflow System

Connect the approved steps and apps in one workflow so information moves without being retyped at every stage.

A good fit when

A business where somebody retypes information that already exists somewhere else.

Choose a different option when

A business that has not written down how the process works. You cannot automate a process nobody has described, so the SOP Library and Business Knowledge Base Build comes first.

11things included
5services inside
6steps, in order

What the package gives you

What stops being done by hand

  • The lead lands in the CRM without anybody adding it
  • The lead gets assigned to the right person
  • Appointments schedule themselves
  • Reminders send without anybody remembering
  • Customer information moves between systems rather than being retyped
  • Invoices generate
  • Follow up starts on its own
  • The right internal person gets notified
  • Dashboards update
  • Documents generate
  • The customer gets the next instruction automatically

Related work quoted separately

  • Replacing a person's judgment
  • Your app subscriptions, billed to you directly
  • Automating something that is broken. It gets fixed first, or named as out of scope

What happens, in order

  1. The process mapped as it actually runs today
  2. What to automate and what to leave, agreed in writing
  3. Built in a test account
  4. Run alongside the manual process until it is proven
  5. Switched over, with a written fallback if it fails
  6. Documented, so somebody other than me can maintain it

What keeps the work moving

  • Admin access to the systems involved
  • One person who can say yes
  • Time with whoever currently does the work by hand

Services inside this package

Each service also has its own page and can be quoted separately.

Ask about this package or call (561) 203-9685
Need a different combination?

Build a custom package instead

Keep the parts that fit, remove the parts you already have and add the connected work this business needs.

Build a custom package See all packages or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].