Services

Workflow automation for consulting firms and coaching businesses with teams

Four services, one aim: operations that run without you chasing every step. Most clients start with a Systems Audit. Pricing is discussed on a call, once we understand your setup.

Book a free 30-minute call

Systems Audit

Starting point

A CRM systems audit for coaching businesses and consulting firms. We review your CRM, workflows and client journey, then hand you a written plan of what to fix first. It's useful on its own, and it makes any build that follows faster and better scoped.

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01 Review of your CRM, pipelines and tags

02 Review of your workflows and automations

03 Client journey map, current versus recommended

04 Written gap analysis

05 Fixes ranked by impact and effort

06 Walkthrough call to go through the findings

The audit fee comes off your implementation fee if you go ahead.

Book a call about an audit

CRM & Workflow Automation

Build

GoHighLevel buildouts and Make, Zapier and n8n flows that move leads and clients through your business without someone nudging each step. Designed around how your program or engagement runs, then built in the tools you already pay for.

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01 GoHighLevel buildout or restructure

02 Lead and client pipelines with clear stages

03 Onboarding and program-delivery sequences

04 A tagging system your team can follow

05 Make, Zapier and n8n flows between your tools

06 An SOP for each workflow, plus a walkthrough

Book a call about automation

Data & Analytics

Reporting

Reporting built with the habits of a bank data analyst. We pull your data into one model, automate the refresh and build dashboards for the decisions you actually make, for your own team or for your clients.

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01 SQL data model across your sources

02 Python automation for data pulls and clean-up

03 Power BI or Looker Studio dashboards

04 A KPI framework built around your business

05 Internal and client-facing reports

06 An SOP for maintaining each dashboard

Book a call about reporting

AI-Powered Solutions

AI that takes repetitive work off your team: drafting, formatting, answering internal questions. Every workflow is connected to the tools you already use and documented so your team can manage it.

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01 AI workflows for repetitive tasks

02 Content systems

03 Internal assistants that work from your documents

04 AI-assisted SOPs

05 Connected to your CRM, Notion, Slack or Sheets

06 Documentation and team training

Book a call about AI

Ongoing support

After launch, we can stay on as your systems team

The first months after a system goes live show what's working, what needs adjusting and what to build next. Three levels of support for clients who want their systems monitored, improved and extended.

Level 01

Maintenance

For clients happy with what's built who want it kept in working order.

01 Monthly check that every workflow fires

02 Minor fixes and updates each month

03 Monthly performance summary

04 Email support and priority booking

Book a call

Level 02

Growth

For clients who want to keep adding and improving.

01 Everything in Maintenance

02 One new automation build each month

03 Monthly strategy call

04 Dashboard updates and Slack access

Book a call

Level 03

Embedded Partner

For growing teams that want a fractional operations partner.

01 Everything in Growth

02 Weekly check-in call

03 Small requests handled as they come up

04 First priority on every new build

Book a call

Our process

From first call to a system your team owns, in four steps

Step 01

Discovery call

30 minutes. You walk us through how a client goes from signed contract to first delivery, and where it breaks.

Step 02

Audit or written scope

A Systems Audit, or a written scope within 48 hours with clear deliverables and a timeline.

Step 03

Build

We build inside your tools and send Loom video updates as we go, so you see progress without extra meetings.

Step 04

Handoff

A recorded walkthrough and written SOPs for everything we built, then optional ongoing support.

The difference

Side by side, the choice is clear

Two ways to run a growing coaching business or consulting firm. One runs on memory and good intentions. The other runs on systems.

× Without systems

✓ With Centtori

Client onboarding

× Same emails, forms and folders set up by hand for every client. Something gets missed.

✓ A signed contract triggers the welcome sequence, intake form, folders and kickoff booking.

CRM and pipeline

× Leads and clients spread across a spreadsheet, an inbox and someone's memory.

✓ One pipeline with clear stages and tags. Anyone can see where every client stands.

Follow-up

× Depends on who remembers. Warm leads go cold.

✓ Reminders and nurture sequences go out on schedule, and the team sees what's due.

Reporting

× Numbers pulled by hand at month end, if anyone gets to it.

✓ A dashboard that updates itself, built around the numbers you decide on.

Documentation

× Processes live in people's heads. New hires learn by shadowing for weeks.

✓ Written SOPs and recorded walkthroughs for every workflow we build.

Your own time

× You're the person everyone asks, so the week goes to firefighting.

✓ You check the dashboard, handle what needs you, and get back to client work.