FOR SERVICE BUSINESSES LOSING MONEY TO THE GAPS
Client Admin Autopilot
Stop running your whole client pipeline out of your head.
From new inquiry to signed waiver to paid invoice, without you chasing anyone. Running in about two weeks.
WHO THIS IS FOR
This is for you.
You run a service business, and things slip. A no-show nobody followed up on. A waiver that never got signed. An invoice you forgot to chase. Client Admin Autopilot closes those gaps for you, live in about two weeks, so the money already in your pipeline stops leaking out.
WHAT IT DOES
Five automations.
01
New client intake
They fill your form and get a branded confirmation on the spot. Their info lands in your pipeline sheet. You type nothing.
02
Payment reminders
Every morning it checks who owes and sends the nudge for you. No more awkward chasing.
03
Signed paperwork tracking
Client signs the waiver, your sheet updates, you get a heads-up. You always know who's signed.
04
Payment logging
A Venmo payment comes in, it gets matched to the client and logged. The money trail keeps itself.
05
End-of-day rollup
One email at 6pm: who came in, who signed, who paid. Close the laptop knowing nothing slipped.
WHAT'S INCLUDED
What's included.
- A 1-1 mapping session to walk your current flow: intake, paperwork, payments.
- The 5-automation system, built for you and wired to your forms, email, and a clean pipeline sheet.
- A live test run with you watching before anything touches a real client.
- A plain-language cheat sheet so you own it after I leave.
THE RECEIPT
“I built this for a San Diego birth educator running her whole client pipeline by hand. It's in pilot with her now. Everything lands in a spreadsheet you already know how to read.”
IN PILOT NOW
HOW IT WORKS
How it works.
One 20-minute call. You talk, I map. If it's a fit, I build. If it's not, you leave with a clear picture of your own flow. More than fair.
PRICE
Founding rate · first 3
$1,500 flat
Optional $49/mo and I keep it running. Pay in full, or split it into two.
Most owners make it back in a month or two of recovered bookings and paid invoices.
Build it so it runs.
READY?
Let's find where your revenue is leaking.
$500 diagnostic. 60–90 minutes. A written report. Credited toward setup if you move forward.