reclaim your time and
regain control over your business.

A done-for-you implementation day 🎉 for ambitious visionaries who want simple, sustainable, and profitable systems to work for them, even when they aren’t working.

Secure your spot

Do any (or all) of these sound like you?

  • You’ve tried the DIY lane…and you’re confused, exhausted and so damn overwhelmed on what to do and no longer want to waste any more time trying to figure it all out
  • You’re business is growing faster than your systems can keep up with and everything you’ve built is falling apart
  • You want to increase your revenue, but you’re already struggling to keep up with your current clients and feel like you’re running into capacity limits.
  • You’re ready for something to change now and you know that long drawn-out projects and expensive retainers aren’t the answer.
  • You know now's the time to lay the foundation for your business and automate to continue to scale…but without losing your mind but you’re not sure where to start.
  • You're neglecting revenue-generating tasks because you don't have the right business data hubs to strategize, market your business, and manage your daily operations. 
Trust me, I've been there!
IMAGINE HOW IT WOULD FEEL IF…

Everything you want for your business is on the other side of process & automation

  • Increased efficiency by reducing errors and manual processes
  • Improved communication with customers/clients
  • Provide transparency into your business operations
  • Make sure you have all the information needed at hand when making decisions

introducing…

automation implementation day

a day rate for custom done-for-you systems setup and automation support to build a business that works for you.

I’ll spend 4 hours working on your systems so you can:

  • stop being the bottleneck 
  • be reassured that you’re no longer leaving potential revenue from leads
  • rest easy knowing we’ve finally finished *that* daunting task on your ever-growing to-do list
  • feel confident
So, give me all the deets:

EVERY IMPLEMENTATION DAY INCLUDES:

  • My work on a set of pre-agreed deliverables during a 4-hour period
  • One 45-min Pre-Implementation Day Kick-Off Call
  • A detailed workflow map and video walkthrough of everything that's been done.
  • 14 days of Post-Implementation Day Support
Investment: $1,000
I’M Ready, let’s do this

craft your very own automation implementation day

Each Automation Implementation Day is different and tailored specifically to you & your goals. I will add that most clients book one or two days to achieve their desired results but it’s totally up to you and your budget!

Here are some ideas of what we can tackle during your day:

Sales
Automation


✨ Optimize your Sales Process
✨ Lead Scoring + Routing
✨ Automated Proposals + Contracts
✨ Customer Follow-Up Sequences
✨ Automated reports + dashboards

Marketing Automation


✨ CRM Setup + Optimization
✨ Email + SMS Campaign Automation
✨ Personalized behavioral emails
✨ Segmentation and tagging
✨ Sales Funnel Automation
✨ Opt-in/Sales Page Design

Operational Automation


✨ Project Management Setup
✨ Custom Integrations
✨ Employee Onboarding
✨ Customer Service
✨ Customer Offboarding

This is for you if:

  • You are a service-based business
  • You want help with your systems like, yesterday.
  • You’re looking for a quick win to improve your back end.
  • You’re ready to fully hand over your systems to a pro. 
  • You desire a more seamless client experience

This is NOT for you if:

  • You are primarily an e-commerce business
  • You're not sure what you'd like help with.
  • You’re looking for a quick win to improve your back end.
  • You’re ready to fully hand over your systems to a professional

She helped put my mind at ease through a very stressful time!

Morgan handled all the tech stuff I hate (and would take forever to figure out) so that I could focus on what I'm good at — creating content for my design students. She was able to get the tech up and running for me during my recent course launch & support me through the process, and do it efficiently and with excellent communication. She helped put my mind at ease through a very stressful time! Morgan is extremely good with deliverables and communication. She also knows the ins and outs of so many software platforms. Her advice saved me money on tech I didn't need so that I could afford to spend it where I did!
Amy Mitchell
Home Glow Design

the process

How the Automation Implementation Day will go…

I’M Ready, let’s do this

Book your day and pay the investment. Look at the calendar below and book a day with us. I typically hold Automation Implementation Days on Mondays and Fridays.

Not sure if this is the right fit? Let's schedule a clarity call to see if our process aligns with your expectations.

After your Implementation Day is scheduled, you'll be directed to book your 45 Minute Strategy Call and complete the onboarding form.


During the call, we will go over any questions you have. The prep-work must be completed before our day(s) together

A full day dedicated to delivering your custom automated system. Finally sit back and relax knowing your business in is good hands.

There usually aren’t any Zoom calls or in-person meetings between us on the day but I do need you to be around via Voxer, or Instagram/Facebook DMs, or for feedback & questions I may have!

Once the day is over, you'll receive a wrap-up email with everything that was completed and where to find it.

Your Automation Implementation Day also includes 2 weeks of follow-up support via your preferred method of communication.

This is to give you plenty of time to fully process all the work I did for you and allow you ample opportunity to ask any follow-up questions.

Your Certified Automation Service Provider

hey, i'm morgan!

​I help service-based businesses turbocharge their sales and marketing efforts with a bit of automated magic.

My Automation Implementation Days were specifically created for overwhelmed service providers who are tired of duct-taping their systems together and are looking for a solid foundation for their business. No more waiting around for months, sifting through complex contracts, and shelling out tens of thousands of dollars. I wanted to provide a simple, powerful, and quick way for business owners to say goodbye to stress and hello to efficiency.

If you’re ready to scale your service business without sacrificing your time using Systems + Automation. I’d love to support you.

Get to Know Me

Your systems are in safe hands here

from our clients

Lorneka says…

She just makes the process seamless. So if you are of someone who is in business and you've been trying to piece different things together, let's say you need to hire Morgan.

DR. Lorneka Joseph

WELLNESS COACH

Why work with us?

Strategy is at the core of our work, not an afterthought.

Too many people start off with software. Software is great and essential, but without the foundation of knowing your business strategy, we’ll implement the tools and software to align with your strategy.

We specialize in automation.

As one of the few Certified Automation Service Providers in the world. I have been trained in the best practices and this is my zone of genius. Unlike hiring a virtual assistant, you won’t have to tell me what to do & how to do it.

Are you ready to step into more ease and efficiency?

Let's Do this

the results are in…

EMILY WILLIAMS says…

“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam mollis lobortis nisl. Proin ante odio, dictum at consectetur vel, auctor. “

heartenmade.com

frequently asked questions

Yes, there are 14 days of email support following your Implementation Day.

As long as you give me at least 7 days' notice, you can reschedule your day for any future available dates in the next 90 days from the original booking!

Copywriting is not my area of expertise.  You would provide all copy to me as part of your prep work.  I highly recommend working with a copywriter for your sales pages or course content!  I am happy to along the contact information of people that I recommend!

We don’t need to be on a call the entire time. We will have a kick-off call prior to the Implementation Day to go over project specifics. On the actual day, we will communicate via Voxer, FB Messenger, or Email (your choice).

Yes! During our kickoff call, we can discuss your strategy and other tools that align with your strategy.

Yep! If you book a second day within two weeks of your first Implementation Day, you will save $250.

If you need more days than that, reach out and I’ll see what we can set up!

Simply schedule a discovery call so we can define your desired outcome or determine which of our services is the right fit for you. 

If you prefer, you can also send me a voice memo at @chieftechofficer on Instagram.

Let's do this!

ready to lock in your
Implementation Day?