CRM & Automation Systems

You can't steer a business you can't see.

You have leads coming in, or a funnel still to build. Either way, you can't see where they go, what's been followed up, or what's quietly slipping. I build the system that gives you that view.

  • Every lead, deal and appointment in one pipeline you can actually read
  • Follow-up that happens whether or not anyone remembers
  • A business that runs on a system instead of living in your head

Free 30-minute audit. No obligation — and you keep whatever we work out.

Not ready to schedule? Send your questions instead.

Built on HighLevel

Whether you're starting fresh, migrating from another platform, or optimizing what you already run — configured around the way your business actually works.

Done-for-you, end to end

I build it, you approve each stage, and your team is onboarded at handover.

1–2 weeks for simple builds

Exact timeline confirmed once we've scoped the work together.

The bigger opportunity

The ceiling isn't more leads. It's everything only you can see.


Most owners reach for more volume. Usually the bigger win is already inside the business — in follow-ups nobody made and information only you hold. Earlier than that? Then it's building so they never get missed at all.

Revenue you already earned

Quotes never chased, enquiries that went cold in a WhatsApp thread, past customers who'd buy again if anyone asked. That's not new business — it's recovered business.

Capacity without hiring

Much of what your team does by hand is coordination, not craft. Automate the coordination and the same people handle noticeably more work — without another salary.

A business that isn't you

When the process lives in a system instead of your head, you can take a week off, delegate properly, or one day sell it. That's a different kind of asset entirely.

Why this works

You're solving the right problem. Most builds just do it in the wrong order.


Almost every abandoned CRM starts the same way: buy the software, then try to bend the business around it. I work in the opposite order, and that one change is usually what makes it stick.

The usual way

Software first

  • A tool gets bought, then the team is told to change how they work to suit it
  • Automations get bolted onto a process nobody ever wrote down
  • Six months later everyone is back in spreadsheets
How I work

Business first, software second

  • I learn how you actually operate before touching any software
  • Your customer journey and internal handoffs get mapped on paper first
  • Your team keeps working the way they already do — the system fits them

Diagnose → Map → Build → Automate → Optimize

The order is the whole point. Each step only makes sense once the one before it is done.

Diagnose

We work out how the business actually runs today — where leads arrive, who touches them, where things stall. No assumptions carried over from anyone else's build.

Map

Your customer journey drawn out end to end. It's the step most builds skip, and it's why automations misfire later. You approve the map before anything is built.

Build

I build the CRM on HighLevel to match the approved map — pipelines, stages, fields, contact data, lead routing, and reporting. HighLevel is the infrastructure here, not the strategy.

Automate

Follow-up, reminders, appointment flows and internal handoffs get automated on top of a process that already works. Because the map came first, every automation has a defined start and end.

Optimize

Now that you can see the whole picture, I tighten the stages that leak, adjust timing, and cut what isn't earning its place.

What changes

What's actually different on a Tuesday morning


Not features — consequences. This is what the week looks like once the system is in place and running.

You stop being the bottleneck

You or your team can see the status of anything at a glance. Work continues when you're not in the room.

Nothing goes cold by accident

Every enquiry gets followed up on a defined schedule. Not because someone remembered, but because the system does it whether the day was calm or chaotic.

You make decisions from facts

Where deals actually stall, which source brings real customers, how long the average job takes. Numbers you can trust instead of a gut feeling built from the last loud conversation.

Customers feel the difference

Faster replies, reminders that arrive on time, no being asked the same question twice. Most of what people call good service is really just good coordination.

If this sounds familiar

You're not disorganised. You've outgrown how you're working.


The systems that got you here were fine at half the volume. They just don't stretch — and that's a completely different problem from carelessness.

  • You've tried a CRM before. Set up, half-filled in, quietly abandoned — and you're still paying for it.
  • The real system is scattered. A spreadsheet, a notes app, your inbox, a WhatsApp thread — and only you know how they fit together.
  • You've found a forgotten quote. Three weeks old, never followed up — and you know it wasn't the first.
  • Simple questions take digging. "How many live jobs right now?" means opening four things and doing maths.
  • Automation tools made sense in theory. You still had no idea where to start with your own business.

None of that means you've done anything wrong. The business grew past its tools, and nobody stopped to redesign how information moves through it. That's the work.

Who you'd be working with

I'm Anne, and I found this work inside someone else's CRM.


Anne, founder of Ascencia Systems
Anne Founder, Ascencia Systems

I'm the founder of Ascencia Systems. My day job is executive assistant to an insurance agency owner, who also runs a Medicare chargeback prevention platform in the US.

HighLevel found me during a migration. We moved from one HighLevel account into another, and records still didn't come across. So I learned the platform properly and went and got them.

New leads had automation waiting for them. Follow-up didn't. So I built a follow-up sequence and pointed it at the leads that had been sitting there untouched.

It wasn't one that came back. It wasn't two. Enough of them turned into clients that I stopped thinking of follow-up as admin.

That's the part I build around now. Someone who ignored your first message isn't a dead lead — they're an opportunity nobody went back for. Some of them buy. Some of them hand you the next one.

Your business already has those sitting in it. Let's build the system that stops them going quiet.

What you get

One system, built around your business


I build the whole system for you, end to end. It starts with a free audit and follows the same five steps every time.

Done-for-you build

I design, build and launch the whole system. You review and approve at each stage — you don't have to configure anything yourself.

Starting at $750 USD

What's included

  • Diagnosis and journey map — yours to keep
  • CRM build on HighLevel — pipelines, stages, fields, tagging. New account or a rebuild of yours
  • Lead routing — every enquiry reaches the right person automatically
  • Automations — follow-up, nurture, reminders, internal handoffs
  • Migration — contacts and history, if you’re coming from another CRM
  • Integrations — with the tools you already rely on
  • Reporting — pipeline and activity at a glance
  • Onboarding at handover — plus SOP documentation you keep
  • 30 days of support — included after launch
  • Ongoing support — optional, from $400/month afterwards
Book Your Free System Audit

Not ready to schedule? Send your questions instead.

Pricing tiers

For businesses running their own system, and for agencies and HighLevel users running accounts for clients.

CRM System BuildThe plan above, priced by scope. $750–$5,000 USD.
CRM + Custom Funnel PackageCRM system plus custom landing pages and booking funnels, for less than the two bought separately. $1,000–$8,500 USD.
Funnel or Website BuildLanding pages, booking funnels or a full site, without the CRM build. $500–$5,000 per project USD.
Ongoing Support & Systems ManagementPicks up where the 30 days included in your build ends: technical support, automation management and optimization — including white-label cover for agencies running client accounts. $400–$3,000/month USD.
Ongoing Onboarding & EnablementRecurring onboarding for new staff, or for your clients if you run accounts for others. Separate from the handover onboarding included in every build. $400–$2,000/month USD.

Why these are ranges rather than fixed prices

One pipeline with a few automations is a different job from migrating thousands of contacts across integrated tools. A flat number would mean overcharging the simple builds to cover the complex ones. You get a fixed price for your scope after the audit, before any work starts.

Before you book

The honest version


Including the parts most pages leave out. If we're not a fit, it's better for both of us to find that out now.

A good fit

This is for you if…

  • You run a service business — established with steady leads, or early and building the pipeline properly from the start
  • You want one place where every lead, quote and job is visible
  • You can give a few hours to the diagnosis and mapping stage
  • You want one system that fits, not a pile of disconnected tools
Not a fit

This isn't for you if…

  • You expect the system to create demand on its own — it captures and converts what comes in
  • You want someone to run your ads or manage your marketing campaigns
  • You want software switched on this week without mapping anything
  • Nobody on your side can commit any time to the process at all
Ascencia Systems is new — what does that mean for me?

It means you're early, and early carries its own advantage. I'm building my track record right now, and I'd rather tell you that plainly than borrow numbers that aren't mine.

It's also exactly why the founding-client offer exists. The first client gets the complete build free — a real result is worth more to me than the fee. You get the work at a price nobody with a shelf of case studies would offer, and my full attention while I earn the first one.

What you can weigh up today is the method: how precisely I describe problems you already recognise, and how clearly I scope the work before you commit to anything. The audit is free and takes thirty minutes — an easy way to judge that for yourself.

I'm just starting out. Is it too early for this?

No. Building the system before the volume arrives is far easier than untangling it afterwards — you skip the stage where everything lives in a spreadsheet and a WhatsApp thread, because it never gets there.

No way to capture leads yet? That's the CRM and funnel package — the funnel brings enquiries in, the CRM stops them being dropped. It won't create demand, though. It captures and converts what arrives.

How much of my time will this take?

A few hours across diagnosis and mapping, plus a review at each stage. That front-loaded time is what stops the system being built wrong, and it is the only part I genuinely need from you.

After that I build without needing your team in the room. They meet the system at handover, during onboarding.

I'm not technical. Will I be able to use it?

The system is built around how you already work, so most of it should feel obvious rather than new. You get a walkthrough with your team and handover documentation written in plain language.

If something needs a manual to operate day to day, it's been built wrong.

What happens after the build — am I left alone with it?

Optimize is a stage of the work, not an upsell — once it's live I tune it against what you can now see. Support beyond that is priced separately, so you never pay a retainer you don't need.

Do you offer a guarantee?

No — and I'd rather say so than invent one. Instead I remove risk in ways I can honour: the audit is free, scope and price are agreed in writing first, you approve the map before anything is built, and you review each stage.

Why HighLevel specifically?

It handles CRM, automations, booking and messaging in one place — fewer disconnected tools, which is the problem I'm solving. But the platform isn't the method. Mapping your business first is what determines whether the build works.

Next step

Build the life you're working for.


Start with a free 30-minute system audit. You'll leave with a clear read on what's leaking and what to fix first — whether or not you work with me.

Book the audit

Pick a time that suits you. You'll get a short confirmation with the handful of things worth thinking about beforehand — nothing to prepare or fill in.

I map the leaks

Thirty minutes walking through how leads arrive, what happens next, and where things stall. Honest assessment, including if the fix is simpler than hiring anyone.

You decide

If it makes sense, you get a scoped proposal with fixed pricing and a timeline. If it doesn't, you keep the audit findings and we part on good terms.

Free, 30 minutes, no obligation.

Not ready to schedule? Send your questions instead.

Founding client

My first client gets the entire build free.

Ascencia Systems is new. Rather than claim a track record I haven't earned, I'd rather build one — so the first business I work with gets the complete build at no cost.

In return: honest feedback, and permission to use the result as my first case study. No countdown on this page — the limit is just arithmetic. There's only one first client.

Not ready to schedule?

Send your questions instead.


A call isn't the only way in. Ask whatever you're stuck on — even if you're nowhere near hiring anyone. I'll follow up using the details you leave, and I'd rather answer a question today than have you sit on it until something breaks.