Workflow Automation

Customized CRM Workflows Tailored to Your Unique Business Operations

At One Man Agency we specialize in building custom CRM workflows that reflect the exact way your team works — whether you’re a coach, service provider, agency, or entrepreneur.

We take the time to understand your current process, map your ideal flow, and then implement smart automations that save you hours of repetitive work each week — while also enhancing your customer experience, closing rates, and team performance

What We Do

CRM Workflow Design & Strategy –We analyze your customer journey and operations, then build an automation blueprint tailored to your business goals.

Lead Nurture & Booking Automation – Automatically respond to inquiries, send follow-ups, and guide leads to your calendar without lifting a finger.

Pipeline Stage Triggers – Smart automations that move leads through your sales pipeline based on their actions — including task assignments and reminders.

Client Onboarding Workflows – Welcome sequences, intake forms, milestone tracking — all automated to give clients a 5-star experience.

Multi-Channel Integration – Email, SMS, WhatsApp, Slack, Calendars, Google Sheets, Zapier, webhooks — we connect it all seamlessly.

We build smart, automated workflows tailored to how your business operates. Whether you’re capturing leads, nurturing prospects, automating client onboarding, following up on sales, or streamlining internal tasks — we design automation that frees up your time, eliminates manual work, and accelerates your growth.

What You Get (at a glance)

Done-for-You Custom Workflows – No templates. Every automation is built around your process, goals, and CRM setup.
Lead-to-Client Automation – Capture leads, send automated replies, and book calls without lifting a finger.
Sales & Pipeline Sync – Automatically update pipeline stages, assign tasks, and tag leads based on behavior.
Internal Task Routing – Notify team members, assign follow-ups, and eliminate bottlenecks with smart triggers.
Forms, Calendars & Email Integration – All tools work together: forms pre-filled, bookings confirmed, data synced.