The process-first AGENCY

Intelligent digital processes using digital humans that increase conversion and engagement with prospects, clients and staff - it's the ultimate in CRM and process optimisation.

*Facebook certified community manager and business, a Global Power Admin recognised by META and a Flowlu CRM specialist.
    Joint Owner, Shining Star Studios, Greenville, SC
    We were keeping track of clients via PostIt notes and Google Sheets. When I lost a several thousand dollar client bc they fell through the cracks, I decided to purchase Flowlu, but I was overwhelmed by all the customizations. I already had enough on my plate, and I needed to implement a CRM ASAP - I didn't have time to master another powerful software!! Then I hired Neil. He did a thorough assessment of our business and learned our unique processes so that he could build sales funnels and project workflows that work for me. He helps maintain our CRM, and clients are no longer falling through the cracks. The best practices and automations he implemented for us have nearly doubled our income in one year's time.
Flowlu Premium Community
launches in April '23!


(Shhhh - don't tell everyone, but CLICK HERE if you want to get early bird discount when it gets launched.)
Happier sales funnel = happier you
I thrive on empowering you to address all of these things and get the best out of Flowlu - to understand it, to use it and grow your business with it; that is what this service is all about.
    CEO, LRT Associates, Westerville, Ohio
    Neil has been a fabulous business partner in helping me setup my back office systems. His expert knowledge in Flowlu and industry knowledge is a jewel in understanding my requirements and implementing them into a sustainable business model. You can't go wrong with Neil as your business solutions integrator.
I spend pretty much every working hour helping small businesses make the most out of their CRM processes and Flowlu, with training, templates, integrations and automation.

Bear in mind that there are new features being added all the time to Flowlu – for example, a recent new user interface has just been released (along with many new functions to automations, projects and lists - among other things!) and that is a big thing for all Flowlu users – but of course it needs to integrate with your strategy and be folded into your existing Flowlu setup.

It's true to say that on first approach, Flowlu looks daunting with all its modules, variables and customisation possibilities. Which is why I launched this new service - I can help you navigate the dreaded 'first-phase-fear' syndrome and focus on your business imperatives so that you and your clients get the full benefit of great client experience.

I know how to define the right scope that's right for you and your most immediate business objectives - thus removing the overwhelm that often comes with opening Flowlu for the first time.

    backlink to your site
    I hope that we do such great things together that this will be a testimonial from you one day - with your picture above and your site below.
Three Ways of Working Together
  • Setup, train & go

    Top features


    • We discuss your Flowlu objectives, current customer base, future business strategies.
    • We import your existing stuff (or start from scratch)
    • Work on the set up, review and test and approve
    • Provide training on a) your bespoke Flowlu elements, b) how to change them and c) on general Flowlu topics
  • Setup, train & support

    Top features

    • As per Business above, but with a retained term agreement where I monitor, amend, discuss, review, train and support
    • Cover new functions as they are released so that you Flowlu is best of class and delivering everything that you want your Flowlu to be
  • Training only

    Top features

    • 1:1 by module or by objective (eg setup/config, or Tasks and workflows) – or as an online training course (work in progress)
  • Have it all explained - What are the functions? why are they useful? and in what way they will be useful to you?
  • Make it yours - Use its creative customisations to power your business CRM processes and interactions
  • On Brand – using custom domains and emails
  • The ideal summary of all your projects and tasks
  • See what your pipeline (funnel) looks like and see any emerging trends
  • A central repository for all your client and prospect information available anywhere online and on your phone too
  • How to mind map (would love this to link to tasks – maybe one day!)
  • Using task timers to help invoicing and understanding your own or team workload
  • Unlimited surveys of your clients or communities - using other platforms (Qwary and QuestionScout)
  • Setting up finance functions properly
  • How to use Flowlu to collaborate with your team (even if they are not employed by you – eg contractors or VAs)
  • Connect it all up in such a way you get that great feeling of being in control of your CRM (and not the other way around!)
  • A highly tuned insight into what Flowlu should look like to do brilliantly for your business
  • And so much more. Seriously – this only just touches the surface!


  • An Email PR marketing expert
  • A corporate process & business analyst with over 20 years experience
  • SEO/AI/content optimisation
  • Unswerving support to meet your objectives
  • A reliable and committed member of your team, thriving on your success
  • A plan and how to follow it
  • Proprietary document which documents your Flowlu config
  • Take the tech out of the tasks - maybe you don't like the tech or don't have time for it
  • Community development & strategy
  • Surveys to boost relevancy
  • Business & CRM process design
  • GDPR (and all the other) compliance built-in
  • Options to suit your current budget
  • I make graphs that go up (KPIs)
  • Scottish dad; loves his family and single malt whisky ????
  • I'm a musician
❤️results that you will love

Sound like what you need?
Here's how it works
Prices vary on scope and objective so we need an introductory chat to determine what you need first and going forward.

Then I have the information I need to prepare and send you a proposal for you to review – we can discuss and adjust and then, all being well, we agree and move on to do the essential housekeeping paperwork – and then make Flowlu the best version of itself to serve your business and your objectives.

Not sure what to do next?

Let's arrange a chat, I’m confident you won't regret it.


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