Wurm Process Systems

A Done-for-You Automation System That Manages Your Clients from First Contact to Final Review

ClientFlow is a done-for-you automation system that saves time, reduces errors, and keeps your business looking polished at every step — from the moment a lead comes in to the final review request.

👋 What Is ClientFlow?

ClientFlow is a pre-built, customizable automation system for service-based teams that want to stop chasing leads, lose fewer clients in the cracks, and run smoother — without hiring more staff or adding complex tools.

Built on platforms you already know or can learn fast:

Airtable • Google Forms • Trello • Gmail • Notion

We install it, tailor it to your workflow, and make it easy to maintain.

🎥 Watch the 6 min Demo on YouTube OR click play below- Demo uses a sample client (Nikki’s Marketing Agency) to show how the system works across the full lifecycle.

🧠 Who It's For

Consultants, agencies, coaches, creatives, trades, and local service pros
Founders juggling sales, onboarding, delivery, and reviews
Operators who want to scale without adding chaos or overhead

🚫 Without ClientFlow

Leads drop off after filling a form or missing a call
Appointments slip through the cracks
Clients get lost in onboarding
Internal tasks stall or disappear
Reviews don’t happen because no one follows up

✅ With ClientFlow

Lead Capture → Booking

Instant follow-up, CRM creation, and smooth scheduling
Client Onboarding

Kickoff forms, branded emails, and task setup — all automatic
Task Management

Auto-assign and track tasks, synced with Trello or similar task management tool
Project Completion → Review Request

Review emails + reminders go out automatically
Visibility

Airtable tracks it all — onboarding, tasks, reviews, and more

🧠 Smart Automation — Without Losing Control

ClientFlow automates the most time-consuming parts of your client journey — from lead intake and scheduling to onboarding, internal task creation, follow-up, and review requests — while keeping key decisions in your hands.

⚙️ How It Works

1. Workflow Review

We walk through your current process to identify gaps and bottlenecks.

2. Setup & Customization

We install the full ClientFlow system and tailor it to your services, tools, and team.

3. Launch & Support

We test it together, train your team, and support you through launch.

🛠️ What You Get

🔧 System Components

Airtable CRM base
Zapier automations for the full ClientFlow lifecycle
Branded Forms
Task tracking via Trello (optional)

⚙️ Automations Cover

Lead capture
Appointment booking + reminders
Onboarding
Internal task flow
(Optional Add On) Payment steps — send reminders or trigger payment links before or after service
Review outreach + follow-up

🎁 Services Included

1-on-1 setup + customization
Personalized integrations
Launch support + documentation

✨ What You Can Expect

Save 10–20+ hours per month by automating intake, onboarding, and reviews
Improve consistency and follow-through without extra tools or staff
Increase client conversion and satisfaction with smoother operations
Look more polished — from first contact to final review

💸 Pricing

🚀 Limited-Time Launch Price: $999

(Regular Price: $1,999)

Get the full ClientFlow system — installed, customized, and ready to run — at an early access price.

✅ Includes:

Airtable CRM base
Zapier automations
Branded forms + workflows (email/SMS/Slack)
Tool integrations (Trello, Notion, etc.)
1-on-1 support + launch training

🔐 Limited slots available in exchange for feedback and a short testimonial.

🛠️ Need Ongoing Help After Setup?

Once your ClientFlow system is live, you can either self-manage — or keep me on call to support you as your business evolves.

Monthly support plans are available for clients who want help maintaining, updating, or expanding their automation system.

⚙️ Basic Support – $99/month

Perfect for clients who want peace of mind and quick help if something breaks.

Up to 2 minor fixes/month (Zap edits, reconnections, copy tweaks)
Monthly automation health check
48-hour response time for support emails
Priority scheduling for support requests

🚀 Pro Support – $149/month

Ideal if you want more hands-on help as you grow or make frequent changes.

Up to 4 automation changes/month
Detailed usage review every 30–45 days (Zapier & Airtable)
Faster support: 24-hour response window
20% discount on scoped expansion work (new flows, integrations, dashboards)

Let’s keep your system running smoothly — and scale it with you as your business grows.

📩 Ask about support plans after setup

🧑‍💻 Ready to See If ClientFlow Fits?

Let’s walk through your workflow and see what we can clean up and automate.

👉 Book a Free Strategy Session

📬 Or email: brian@wurmprocess.com

✏️ Want to Connect Without Booking a Call Now?

Fill out this short form instead

Page updated

Google Sites

Report abuse