ONLINE STORE WORKFLOW
Automating everything that happens after a sale
Every purchase automatically creates, updates, and organizes your customer data.
Stripe / Ablefy / Digistore → CRM / Airtable → Email / Slack
- × Customer data lives in different tools and spreadsheets
- × New buyers have to be added manually to courses or programs
- × No clear overview of revenue, participants, or active customers
-
Every sale automatically creates or updates the customer profile -
Buyers instantly receive access and onboarding emails -
Revenue, payment status and participants stay perfectly organized
BEFORE
AFTER
Outcome: Every sale is handled automatically - from payment to customer management.
OPERATIONS AUTOMATION
Daily business operations
fully automated
Invoices, emails, tracking, and internal handoffs — automated
Lexoffice → Gmail → Airtable/Notion → Slack
- × Same admin tasks repeated every week
- × Manual reminders + status checks
- × Too many tools, no process
-
Automated invoice workflows -
Customer tracking + follow-ups -
Internal notifications + handling
BEFORE
AFTER
Outcome: Cleaner ops, fewer errors, faster delivery.
Sales
Lead system that reacts instantly
Capture → qualify → route → follow up
Website form → Make.com → CRM → Email
- × Leads arrive, but follow-up is slow
- × No prioritization = lost opportunities
- × Pipeline is unclear
-
Auto-enrich + score leads -
Route leads to pipeline + owner -
Trigger follow-ups immediately
BEFORE
AFTER
Outcome: No lead gets lost — and hot leads stay hot.
