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Your scholarship consulting and college & career guidance programs, run on systems that work without you in every loop.

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CRM Foundation & First Automations is next priority

May 21

CRM Foundation & First Automations

$2,400

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Proposal 01 · May 21, 2026

Laying the Foundation for an AI Run Business

Upcoming

Phase 1 of a multi-phase build — stand up the CRM foundation, migrate your data, and ship the first automations so your time stops being the bottleneck.

One CRM for every contact, tagged by segment
Wix forms feeding the CRM automatically — no copy-paste
2 live automations on your highest-cost manual workflows

$2,400

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