AUTOMATION & PAYMENTS
Less Manual Work. Smoother Customer Journeys.
From the moment someone discovers your business to the moment they pay, book or hear from you again, every step should work together.
I help businesses connect payment systems, customer communications, sales funnels and digital tools—reducing avoidable manual work and making everyday processes easier to manage.
WHERE WE CAN HELP
Your Digital Tools Should Work Together
When systems are disconnected, even simple tasks can consume time. Customers may have to repeat information, payments may require manual follow-up, and leads can be lost between platforms.
Too much repetitive work
You spend time copying information between tools, sending routine messages or completing tasks that could follow a defined workflow.
Leads are not followed up consistently
Enquiries arrive, but there is no reliable process to organize them, send relevant follow-ups and track the next action.
Payments and bookings feel disconnected
Customers need a clearer route from selecting an offer to paying, booking or receiving the next instructions.
Your tools do not share information properly
Your website, CRM, payment provider, booking system and email platform operate separately, creating unnecessary friction.
You want to sell digital products online
You need a practical way to present your offer, accept payment, deliver the product and communicate with customers afterward.
You do not necessarily need more software. You need the right setup, clear processes and reliable connections between the tools you already use.
OUR SERVICES
Practical Systems for Selling, Serving and Scaling
Choose the service that matches your immediate need. We can work on one specific setup or define a broader project connecting several parts of your customer journey.
Email Marketing & Automation
Create structured email journeys that welcome subscribers, follow up with leads, deliver useful information and support customer communication.
- Email platform setup or review.
- List and contact organization.
- Welcome and follow-up sequences.
- Automated emails triggered by customer actions.
- Basic segmentation and personalization.
- Testing and handover documentation.
From CHF 600Final pricing depends on the number of workflows, emails, audience segments and integrations required. Email platform subscriptions and sending fees are separate unless explicitly agreed.
Explore Email AutomationSales Funnels & Customer Journeys
Create a clearer route from initial interest to enquiry, booking or purchase, with each step designed around the offer and customer.
- Funnel and customer-journey mapping.
- Landing-page structure and messaging.
- Lead capture and enquiry flows.
- Calls to action and conversion-path review.
- Email follow-up recommendations.
- Testing and improvement priorities.
From CHF 750Final pricing depends on the number of funnel steps, pages, integrations and implementation requirements. Advertising spend and third-party platform costs are separate.
Explore Sales FunnelsCRM Setup & Automation
Organize customer information and create more consistent processes for handling leads, managing enquiries and following up with customers.
- CRM requirements and workflow review.
- Contact fields, tags and segmentation.
- Lead stages and enquiry routing.
- Follow-up reminders and automation rules.
- Connections to selected forms or email platforms.
- Testing and practical handover.
From CHF 750Final pricing depends on the CRM platform, data structure, workflow complexity and integrations. CRM subscriptions and third-party fees are separate.
Explore CRM AutomationOnline Payment Setup
Make it easier for customers to pay for your services, bookings or digital products by configuring an appropriate online payment journey.
- Payment requirements assessment.
- Stripe or PayPal setup, depending on your needs.
- Configuration of supported payment methods.
- Checkout and confirmation-flow setup.
- Connection to a website, booking process or digital product offer.
- Test transactions and customer-flow checks.
From CHF 450Final pricing depends on the payment provider, website platform, checkout complexity and required integrations. Payment processing fees, account fees and third-party subscriptions are separate. Apple Pay, Google Pay, TWINT and other methods are available only where supported by the chosen provider, merchant account, country and integration.
Explore Payment SetupIntegrations & Workflow Automation
Connect compatible business tools so information can move between systems and routine tasks can happen with less manual intervention.
- Workflow and integration requirements.
- Website-form and CRM connections.
- Email and booking-system integrations.
- Payment-to-delivery workflow planning.
- No-code automation using appropriate platforms.
- Error handling, testing and documentation.
From CHF 750Final pricing depends on the systems involved, API availability, data requirements, number of workflows and exception handling. Paid automation platforms and third-party development costs are separate. Compatibility is confirmed only after reviewing the relevant tools and technical requirements.
Explore Integrations & AutomationDigital Products & Online Delivery
Set up the practical foundations for selling digital products, from presenting the offer and accepting payment to delivering files or access instructions.
- Digital product offer and delivery-flow review.
- Product and checkout configuration.
- Connection to a supported payment provider.
- Download or access-delivery setup.
- Customer confirmation emails.
- Testing the purchase and delivery journey.
From CHF 600Final pricing depends on the number of products, delivery requirements, access controls and integrations. Payment fees, platform subscriptions and external software costs are separate. Complex membership platforms, custom software and advanced learning-management systems are not included in the starting price.
Explore Digital ProductsFrom First Enquiry to Completed Payment
A good digital setup connects the steps that matter to your customer and your business. Depending on your needs, the journey may include:
Discover
A potential customer finds your website, offer or content.
Take Action
They submit an enquiry, book a session, subscribe or select a product.
Complete the Process
Relevant information moves to the right system, and the customer receives the next step or completes payment.
Follow Up
Confirmation, delivery instructions or appropriate follow-up communications are sent through the configured workflow.
Not every business needs every step automated. The objective is to remove unnecessary friction while keeping the process understandable and manageable.
Automation That Fits the Way You Work
Small businesses
Reduce repetitive admin, connect essential tools and create a more consistent process for enquiries, bookings and payments.
Explore Small BusinessesCoaches and independent professionals
Simplify booking, payment, lead follow-up and digital product delivery so you can spend less time managing disconnected tools.
Explore Coaches & Independent ProfessionalsEstablished businesses
Improve workflows across existing systems, clarify process ownership and identify practical integration opportunities.
Explore Established BusinessesFAQs
Frequently Asked Questions
Which payment providers can you help set up?
Depending on your business, website and country, I can help configure providers such as Stripe or PayPal and assess supported payment methods such as Apple Pay, Google Pay or TWINT. Availability depends on the provider, account eligibility, integration and transaction requirements. We will verify compatibility before confirming the scope.
Can you connect my website to my CRM or email platform?
Potentially, yes. The available options depend on the website platform, CRM, email service and integration capabilities. We begin by identifying what information needs to move between systems and what should happen when a customer takes a particular action.
Can you automate my entire business?
Automation can improve selected workflows, but not every process should be automated. We identify repetitive, clearly defined tasks where automation is useful and keep appropriate human oversight for exceptions, sensitive decisions and customer situations.
Do I need to change my existing software?
Not necessarily. Where possible, the first step is to assess your existing tools and identify whether they can work together. A new platform should only be considered when it solves a clearly identified problem.
How much does an automation project cost?
Starting prices are shown for each service, but the final quote depends on your systems, workflow complexity, integrations and testing requirements. After discussing your needs, I can recommend a defined scope and clarify what is included and excluded.
Can you maintain or support the setup after launch?
Ongoing support can be discussed separately. The scope may include monitoring, troubleshooting, workflow updates or further improvements. Availability, response expectations and fees must be agreed before work begins.
Connect the Systems to the Rest of Your Business
Automation works best when it supports a clear offer, a useful website and a customer journey that makes sense.
Start Your Project
Let’s Make Your Digital Processes Work Better.
Tell me which part of your process takes too much time, creates friction for customers or requires too much manual follow-up.
We can review your current setup, identify the most useful improvements and define a practical scope based on your business needs.
Contact Me to Discuss Your Needs→