integrations
4 discussions tagged integrations.
- Live Clinic: Integrations That Don't Break When You Scale
Most people automating a membership business start with the tool they like, then discover it will not talk to anything they already run. I want to walk through how I map integrations in client work, and then open it up…
- We need an ops person before another client
Six retainer clients, one VA doing delivery admin, and I'm the bottleneck on every deck and every report. I don't want another freelancer, I want the boring parts automated — briefs, asset handoffs, client updates.…
- Ran an AI agent on my membership page for a month. Conversion flat.
Tested a GPT-powered assistant on my membership page to answer objections and follow up. It was polite, fast, and my list still didn't convert. Sharing the numbers and the part I got wrong.
- First build: Sheet-to-CRM or brief-to-task?
Client leads sit in a sheet and never make it into the CRM. I tried a weekly import. It died by Wednesday. We run creator campaigns, so every lead has three or four people on it and follow-up is never owned. Our case…
Systems & Automation
Mei Lim36d ago
