👋 Hi, I'm Morgan – I build automated systems that help service-based businesses streamline their operations, reduce burnout, and scale sustainably.
My main focus is workflow automation, using tools like Zapier/Make, Airtable, and ActiveCampaign to streamline processes and put your business on autopilot so you can focus on what matters—serving your clients.
📊 My clients save an average of 20 hours per week and reduce their admin work by 60%, allowing them to focus on growth and client satisfaction.
Here’s how I can help you:
🦾 Implementing the appropriate software solutions to maximize productivity.
🦾Automate lead generation, nurturing, and follow-up to turn more leads into clients.
🦾Complex Form creation & submission handling
🦾Automated Document Generation (Invoices, Contracts, Purchase Orders etc.)
🦾 Making software talk to each other so your data is where you need it.
🦾Automate repetitive, manual tasks like client onboarding, invoicing, and follow-ups to save you time.
🦾Email Marketing Campaigns (including lead segmentation, list hygeine, tag management, & more)
🦾Build Airtable databases and interfaces to easily manage your data and team
🦾Set up and optimize CRM systems to manage your customer relationships effectively
Here’s How We’ll Work Together:
1️⃣ Initial Consultation: We’ll dive into your current systems and goals to identify the biggest opportunities for automation.
2️⃣ Custom Proposal: I’ll design a system tailored to your needs, using cutting-edge tools like Keap, Airtable, Make, and Zapier to streamline your processes.
3️⃣ Build & Implement: Once approved, I’ll build and implement your system, ensuring seamless integration with your current tools.
4️⃣ Iterate & Improve: We’ll review the system’s performance and make adjustments to ensure it’s running at peak efficiency.
Here are some results I’ve delivered for my clients:
👉 Immigration Law firm saved 250+ hours and $150k every year with custom Airtable Case Management System that automates all follow up and notification throughout each stage of the case
👉 Business Coach saved over $80k in team and software costs by automating client onboarding and fulfillment.
👉 From my custom systems, many clients have experienced:
📈 Feelings of relief & reduced stress
📈 More time for high-value activities
📈 Increased capacity for growth (scalability)
What Clients Are Saying:
⭐Morgan understands how to analyze and solve problems that may not even be apparent to you and she is willing to go the extra mile to make sure your project is done correctly.
⭐ Morgan transformed my entire client onboarding process—saving me countless hours and making my business run like clockwork.
⭐She knows her stuff! Morgan was easy to work with, super knowledgeable, explained things in an easy-to-understand manner, and was always available for questions. She gave her recommendations and experience with different software that we were contemplating using and was always spot-on
Some of the tools I commonly work with:
• Automation: Zapier, Integromat, API
• Project Management - ClickUp, Asana, Airtable
• Course Platforms - Membervault, Kajabi, Kartra, Teachable, Thinkific
• Email Marketing - ActiveCampaign, Convertkit, Keap (formerly Infusionsoft)
• Form Builders - Fillout Forms, Jotform, Typeform, Tally, Convertbox
• Other Tools - WordPress, PandaDoc, Thrivecart, Samcart
📬 Feel free to send me an invite to your project and we can jump on a call to discuss your needs and determine an appropriate solution.
Email Marketing
Web Design
Technical Support
Customer Relationship Management
Business Process Automation
System Analysis
Automated Workflow
WordPress
Email Campaign Setup
Marketing Automation
Marketing Operations & Workflow
Kartra
ActiveCampaign
ClickFunnels
Zapier