For service businesses, consultancies & agencies tired of fragile, mystery automations
Automation Blueprint Intensive:
Design Bulletproof Automations in 2 Calls
(Without Breaking Your CRM, Team, or Sanity)
- Turn a painful, manual (or half‑automated) workflow into a clear, mapped system you actually trust.
- Get expert help designing the logic, branches, and edge cases before anyone touches a tool.
- Walk away with a blueprint your team (or any implementer) can build from, without guessing.
done‑with‑you consulting sprint for service businesses, consultancies, and agencies
1
Deep Dive & Mapping (Call 1)
- We map the current manual process step by step
- Clarify the real business goal (time saved, errors removed, handoffs fixed)
- Identify scenarios A/B/C – and the scary “Scenario D” you’re worried will blow things up
2
Expert Design & Options (Offline)
- Clear trigger → criteria → outcome flows for your automation
- A 95.5 rule breakdown so we know what should not be automated
- Two build options: the Prius (simple & safe) and the Tesla (more advanced) with pros/cons
3
Blueprint & Test Plan (Call 2)
- A visual map of your future workflow
- A written spec your team can implement from
- A test checklist so you know how to “try to break it” in sandbox before it touches live data
Ready to stop gambling with your automations?
What this Intensive does for your business:
- Turn chaos into one clear map
Stop explaining the same messy process 5 different ways. Get one diagram everyone can agree on. - Reduce risk before you ever automate
Catch bad logic and missing scenarios on paper instead of in your live CRM or billing system. - Save time, money, and reputation
One bad automation can cost you more than this entire engagement in lost leads, broken data, or angry customers. - Give your team a spec they can execute
No more “just figure it out in HubSpot / Salesforce / Zapier.” They get a real blueprint to build from. - Keep options open (Prius vs. Tesla)
See a safe, simple version and a more advanced version, so you can choose based on budget, timeline, and complexity.
Includes:
- 60–75 min Discovery & Mapping call
- Offline deep‑dive and design (Prius & Tesla options)
- 60 min Blueprint Review & Q&A
- Written spec, visual flow, and test checklist
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Summary
CUSTOMER TESTIMONIALS AND REVIEWS
What previous clients Are Saying
Alyssa's innovative strategies not only streamlined our processes but also significantly enhanced our overall ecosystem...
Even when faced with tight deadlines, shifting scopes, or unforeseen challenges, she approaches every situation with calm, confidence, and creativity.
Alyssa Schaefer has one of the fastest most productively creative minds I have had the pleasure of trying to keep up with lol.
Her leadership style fosters a collaborative and growth-oriented environment that made a real difference in my experience.
Meet Alyssa (aka the business cowgirl 🤠)
I created the Automation Blueprint Intensive after seeing the same nightmare on repeat: smart businesses wiring up “quick” automations that quietly broke deals, data, or entire CRMs because no one really designed them first. This isn’t about geeking out on tools – it’s a practical, focused sprint for busy operators who need one critical workflow mapped, de‑risked, and designed properly before anyone touches a button. The process I use here is the same one I’ve used for years to prevent horror stories like deleted contacts, double billing, and broken handoffs, so your automations finally save time instead of creating fires.
