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Bad automation is usually a CRM problem.

Every CRM needs configuring before it fits anything. We work out what yours has to do, then I build exactly that.

Free 30 minutes. Let's talk it through.

6,566deals migrated
with every note, email and call intact
15stages automated
from one form to a provisioned client
0manual data entry
from the till through to the CRM record

What it is costing you

Everything sits on top of the CRM. If that is wrong, so is everything above it.

The same person twice

One lead exists in three records. Whichever one somebody opens decides what they think is true.

The empty field

It was added for a reason nobody remembers, so it never gets filled, so nothing can depend on it.

The number nobody trusts

The report exists. Everyone checks it against their own spreadsheet before they act on it.

What changes

What the system looks like underneath.

01

It is decided once

Everything the business needs to track, settled before anything gets built on top of it, so the structure holds as you grow.

02

You keep the CRM you have

Rebuilding from scratch is the expensive answer and it is rarely the right one. Usually the fix is structural, not a migration.

03

The work runs itself

Follow-up, routing, reminders and escalation, happening without anyone remembering to do them.

04

You are not stuck with me

A build spec, a setup guide and a walkthrough video, written for whoever runs it day to day. Not for a developer.

Proof

Three systems rebuilt from the structure up.

THE SETTER SYSTEM, RUNNING IN PARALLELNo custom console, and nobody dials blind. A booking by either system stops the other.still quietbooksborn pendinghands overcourse continuescallbacknot interestedA lead sees an adForm submitted01 Lead Intakeanswers in seconds, chases for a weekThe botanswers, offers real times, books03 Booking Startedsaw times, no booking, so it chases03.5 The diala setter call, queued04 Deferredreturns on their date05 Stale Recoveryafter ten quiet daysCard marked Lost16 Escalationmedical, or wants a personClinic staff take overThe calendarevery booking born pending09 Booked and Remindersits first act confirms it09.5 Outcome Chaseemails the clinic two linksThe visitOne tap in an emaila Cloudflare Worker records it11 Showedasks for a review12 No Showwins them backContinuingmid course12.5 Calla setter call14 Completioncloses a finished courseDone, won10 Cancellationthey pulled out, the win back runs10.5 Rescue calla setter call, same day02 Reply to Engagedthey replied, so the chase stops43 AI Summaryonto the recordCall tasks arrivefrom 01.5, 02, 03.5, 10.5 and 12.5An automated queuethe setter presses start, it dials, no numbers typedThe briefing agentwho they are, what they asked about, what they last saidThe setter talks to them32 Call Outcome Routerone tap at hang up, one run per callFive end the railbooked, deciding, callback, wrong numberTwo carry onno answer, voicemail left33 Callbackon the day they named17 Remove From All Chasesevery chase stops at once

Aesthetics

GHL System: twenty two workflows, a flow AI agent, a setter briefing AI agent, and an automated setter queue

22workflows, installed as one system
All CRM projects

In their words

He doesn't just execute tasks — he understands the bigger picture of what we're building and proactively identifies ways to optimize our systems. Reliable, resourceful, and incredibly sharp. If you're looking for someone who can bridge the gap between marketing, automation, and tech infrastructure — Xander is your guy.

Peter SwainCEO, Peter Swain Inc.

What happens if you book

Thirty minutes, and we talk it through.

01

You show me the CRM

However messy the data is. That is diagnosis, not something to apologise for.

02

I tell you what I would fix first

Whether it is structural or just a clean-up, and whether you need a migration at all. Usually you do not.

03

You keep the plan

Whether you hire me or hand it to somebody else. That is the whole risk.

Book the 30 minutes

Questions

Before you ask.

Tell me what's broken.

Free 30 minutes. Show me the CRM and I'll tell you what I'd fix first.