The Results:
Automations
Let your business run smoother without you doing everything manually.
We set up simple automations to take repetitive tasks off your plate. Things like sending follow-up emails, appointment reminders, invoice notifications, customer updates — all of it can be automated to save you time and reduce human error.
Whether you're a service provider, coach, or contractor, automations help you respond faster, stay consistent, and give your clients a better experience — without adding more to your to-do list.
What you get:
Follow-up sequences for leads and customers
Automatic reminders for meetings or jobs
Auto-responses for inquiries
Integration between your tools (CRM, calendar, email, billing)
Automatic customer billing reminders
Sales Funnel
Turn interest into income with a system that sells for you.
A sales funnel is the path your potential customers take from first hearing about you to becoming a client. We help you create a clear, intentional funnel that captures leads, explains your offer, builds trust, and gets people to book or buy.
No more guessing how to sell your service. We help you attract the right audience, guide them through your process, and convert them into paying customers.
What you get:
Landing page or opt-in form
Clear offer messaging
Follow-up email or text sequences
Booking calendar setup
Call-to-action tracking and reporting
Job Management Software
Stay on top of all your projects and day-to-day work.
Whether you're a solo operator or manage a small team, you need a system to track what needs to be done, when, and by whom. We build out a job management system that shows you your workload at a glance and keeps everyone accountable.
Think of it like your command center — tasks, notes, files, due dates, and statuses — all in one place.
What you get:
Job tracking dashboard
Task templates and project folders
Assignments and deadlines
Status updates and progress tracking
Mobile access for work on-the-go
Customer Management System (CRM)
Keep track of every lead, client, and conversation — all in one place.
A CRM (Customer Relationship Management system) helps you manage every relationship in your business. No more sticky notes, spreadsheets, or lost emails.
We help you set up a clean system that stores client info, tracks where each lead is in the process, and keeps you on top of follow-ups and opportunities.
What you get:
Contact database with custom fields
Lead tracking by stage (new lead, proposal sent, closed deal, etc.)
Follow-up task reminders
Tags or labels for sorting clients
CRM integrated with your forms and emails
Billing Software.
Get paid faster and more professionally.
Stop sending manual invoices and chasing down payments. We set up a billing system that makes it easy for your customers to pay you — and easy for you to track it all.
With online payment links, branded invoices, automatic reminders, and bookkeeping-friendly reports, you can stop worrying about the back-and-forth and get back to doing your work.
What you get:
Invoice and estimate templates
Online payment setup (credit card, ACH, etc.)
Payment reminders and auto-billing options
Simple reporting for tax and bookkeeping
Integration with other systems
Standard Operating Procedures (SOPs)
Make your business consistent, scalable, and easier to run.
SOPs are clear, repeatable instructions for how things should be done in your business. Whether it's onboarding a client, processing a payment, or delivering your service, SOPs help you standardize everything — so it doesn’t fall apart when you get busy or hand it off to someone else.
We help you write and organize your most important processes so your business becomes less dependent on memory — and more reliant on systems.
What you get:
Clear SOP templates for key tasks
Customized instructions based on how you work
Easy-to-edit formats (PDF, Google Docs, Notion, etc.)
SOPs connected to your tools and systems
Key Performance Indicators (KPIs)
Know what’s working — and what’s not — with simple, meaningful data.
You can’t grow what you don’t measure. KPIs help you track the most important numbers in your business — like leads generated, jobs completed, revenue collected, or average time to deliver a service.
We’ll help you identify the right KPIs, then set up dashboards or simple reports so you can see your progress without spreadsheets or confusion.
What you get:
Custom KPI recommendations for your business
Dashboard setup (Google Sheets, Notion, or ClickUp)
Easy-to-read tracking templates
Optional monthly check-ins or snapshot reports
The Approach
1. Understand —> Plan
I need to first learn about YOU, and the awesome business you have built and grown over the years.
From there we can start the process of Creating the right plan for you, tailored to your short term and long term goals business and life goals…
2. Update and Create
Next we will get to work creating what doesn’t exist and improving what does. This is fun and tedious! But man does this make all the difference.
The Nexus Core System process allows you to work ON your business without it affecting your ability to work IN your business.
3. Implement
We have build a system that works together in harmony. Now its time to use all the tools and workflows we have created and updated. At first it will feel a little bit foreign, but I can assure you, its becomes your native language very quickly.
4. Watch & Iterate
Finally, We Hurry Up and Wait! We pay attention to what all this change does in the real world.
We adjust, move backward, move forward. (Some times sideways?). But what we don’t do is “set it and forget it”.