We help established business owners with their Escape Plan
Automation
AI
Outsourcing
Business Systems and Process
Step 1: Data Assessment and Planning
We start by conducting a thorough assessment of your current data structure within HubSpot, including contacts, deals, sales pipelines, and custom fields.
We then develop a strategic plan tailored to ensure a smooth transfer of all essential data to ClickMovements/GHL, minimizing data loss and disruption.
Step 2: Setting Up ClickMovements/GHL
We handle the entire setup process on ClickMovements/GHL, customizing the platform to meet your specific business needs—from setting up user accounts and contact lists to configuring marketing campaigns.
We utilize our expertise to adapt or enhance your previous workflow configurations in HubSpot, ensuring a better or equivalent setup in ClickMovements/GHL.
Step 3: Data Migration
Using specialized tools and our deep expertise in CRM systems, we oversee the migration of data to ClickMovements/GHL. We ensure complete data integrity and address any customization needs during the transfer.
We often conduct a trial migration to preemptively identify and resolve potential issues, ensuring a flawless transition.
Step 4: Testing and Validation
After migration, we conduct extensive testing to validate the functionality and performance of the new system.
We facilitate review sessions with key stakeholders to confirm data accuracy and provide training to familiarize your team with ClickMovements/GHL’s features and functionalities.
Step 5: Go Live and Monitor
With our support, you will transition to ClickMovements/GHL confidently.
We provide ongoing monitoring post-launch to quickly address any operational issues.
We encourage continuous feedback and utilize it to make necessary adjustments, optimizing the system for peak performance.
Helped automate and systemise over 150 companies, ranging from start-ups to billion dollar multinationals. Scaled his freelancing service into a full-blown SaaS and growth consultancy company - ClickMovements / Automate & Systemize.
Masters Degree and PhD research into developing exponential movements in the digital space
From UK with a lifelong passion to see SME leaders empowered especially with a new set of 'digital superpowers'. He has served 45,000+ leaders over 30 years, started 8 businesses and completed an Ironman (a while back now 😉).
Rob Husband
Co-Founder of Space2Think – an Eco-Training Agency working with clients like Comic Relief, CBI, YMCA & British Retail Consortium
I highly recommend working with Automate & Systemize and the team behind it – easy to work with, highly relational with an eye on the goals of increasing the size and quality of my community and ultimately bringing in more sales with the right clients.
These are a sample of the seventy successive 5* reviews on Fiverr that ranked Steve as the world's #1 Automation Expert on the platform
What a mess our systems were before we found you, Steve. We really appreciate your work. Thank you. Thank you for holding our hand while we got set up.
So the magic of how ClickMovements works is once I literally click on that customer on the pipeline, I dragged them from new inquiry to customer, BAM!, and then they receive automated emails and text messages at particular points of time maybe 10 minutes later, 30 minutes later, or whatever.
We were going to actually employ a new staff member and we don't need to now because ClickMovements has replaced the need for an extra staff member.
Everyone goes to HubSpot. It's like guys HubSpot is like… it's like a spiders web. Once you're there, you're stuck and so HubSpot was going to cost us something like $30,000 a year plus like $20,000 to set up. Every time we grow, it was going to cost us more. Like, that's insane. Whereas you guys, you got your flat rate and transparent pricing that doesn't punish you for being good at life and business.
“The Calmer Business” is a trading name of ClickMovements Ltd.
Exeter UK. Company Number 12732439