It’s Automation, Darling!

Wouldn’t it be nice to get more done, without doing more?

What Can SmartFlow Help You With Today?

Check out our Flows below, or take the quiz to see what may work best for your and your business!

Your business is legit, but behind the scenes, it can be chaos. Too many tools. Too many tabs. Way too much time on repeat tasks.

The WorkFlow Wake Up is your first step toward making your life easier.

Get a clear, custom insight to streamline your systems, without a total overhaul or tech overwhelm!

A simple, smart audit of your business’s behind-the-scenes.

  • ⭐️ Here’s what’s coming your way:

    • A personalized breakdown of how your business actually runs behind the scenes

    • Insights into escaping your top 3 time-sucking traps

    • Plug-and-play automation tips using tools you already own (or can get for free)

    • A hand-picked stack of free + paid platforms that do more, so you can do less

    • Smart ways to use AI for smoother systems and future growth potential

    • A tidy TL;DR and implementation checklist so you’re never digging through docs later

    ⭐️ Why it’s worth it :
    Because wasted time is expensive.

    This audit pays for itself in saved hours, less stress, and a future with way fewer browser tabs and unknown platforms.

  • If you’re paying for platforms like Kajabi, HoneyBook, Squarespace, MailerLite, Flodesk, Notion, ClickUp, Zapier, Airtable, Slack, ConvertKit, Calendly, or Google Workspace — and barely know what they do — we’ve got you.

    We’ll pull it back and help you figure out:

    • What to keep

    • What to ditch

    • What to actually use

    • How to actually use it!

  • “I don’t even know where to start.”

    “Everything feels scattered. Nothing’s connected.”

    “I’m paying for tools I don’t even use.”

    “Please just tell me what to do already.”

  • $97 - less than your last Target run and way more useful!

    ⭐️ How It Works

    1. You fill out a quick but mighty questionnaire.
    Don’t worry — no corporate buzzwords or homework-level effort required. Just tell us how your business actually runs (or doesn’t).

    2. We dig deep and do the heavy lifting.
    Analyzing your tools, systems (or lack of them), bottlenecks, and blind spots. We then pull together a custom strategy that can save you time, money, and headaches.

    3. You get your personalized audit delivered straight to your inbox.
    Usually within a few business days, you’ll receive a beautifully organized PDF or Notion doc that includes:

    • A behind-the-scenes breakdown of how your business runs

    • A clear plan to fix your top 3 time-wasters

    • Plug-and-play automation tips using tools you already have (or can get for free)

    • Smart suggestions for free and paid platforms that help you grow without burning out

    • Real ways to use AI to save time and boost output

    • A TL;DR checklist + bank of ideas you’ll want to bookmark

    Optional upgrade: Want it explained in detail? Add a personalized video walkthrough that shows you exactly what to do and why it matters.

  • If you already know what’s broken and just want someone to fix it OR you know what you want to do and you just need someone who can get it done and explain it to you at your level!

    Check out the SmartFlow Build or the Systems Sprint for done-for-you solutions!

Start with clarity — not another guessing game!

  • A 1:1 strategy call to map what you're doing now and what needs to happen instead

    A clear system blueprint so you know what's being built and how it works

    Done-for-you setup of 1 complete automated system (like onboarding, lead follow-up, testimonials, etc.)

    Walkthrough video of your system so you understand it (even if you're "not techy")

    Support window post-build for tweaks and questions

    Upgrade: The Systems Sprint Need it built now or have more than one moving piece? Upgrade to a Systems Sprint:

    Fast-tracked delivery — built in a short, focused timeframe

    Built-for-you system (or systems) with high-touch communication

    Perfect for high-output needs or business owners scaling fast

    • Set up a smooth, stress-free way to welcome new clients (onboarding workflows)

    • Automatically ask for testimonials (and follow up — so you actually get them) (testimonial request automations.

    • Turn casual interest into paying clients without chasing people down (lead capture + nurture sequences)

    • Plan your content in batches and reuse it like a pro (content batching + AI repurposing flows)

    • Send invoices and friendly reminders — without having to remember (payment automation)

    • Automatically tag and organize your email list based on what people actually do (behavior-based email tagging)

    • Schedule recurring tasks so nothing falls through the cracks (task automation + reminders)

    • Collect and organize key client info without endless back-and-forth (form-to-CRM automations)

    This is the tip of the iceberg!

    • "I keep doing the same tasks over and over."

    • "This part of my business is a mess."

    • "I just need one thing to run smoothly."

    • "I don’t want to learn another platform — I just want it done."

    • "We’re scaling but the backend isn’t keeping up."

  • The SmartFlow Build: Starts at $750+

    The Systems Sprint Upgrade: Starts at $1250+

    Custom quotes available based on your tools + needs

  • Start with The Workflow Wakeup Audit. You’ll get a walkthrough of what’s slowing you down, what could be automated, and which build would make the biggest difference, with DIY and done-for-you options.

    Get the Audit →

You talk us through it. We build it. It runs like magic.

Whether it's onboarding, lead capture, follow-ups, scheduling, or content handoffs — you're tired of manually doing what should be seamless by now.

That's where the The Smart Flow Build comes in!

A done-for-you automation setup that takes one (or more) of your biggest business bottlenecks and builds a system that just works.

We’re currently reviewing applications and only taking a couple more SmartFlow Builds for July.

We're also actively booking out through the summer!

Click below to apply!

  • Before launching SmartFlow Co., some of us worked with nonprofits and social-good brands on fundraising campaigns, donor communications, and messaging strategy!

    We’ve been behind the scenes — in the weeds with Google Sheets, late-night email drafts, and under-resourced teams. We have also written copy that brought in six figures from a single, clean donor flow!

    This isn’t just plug-and-play automation. It’s strategic, human-centered workflow design that supports your mission and makes your team’s job easier!

  • Every Fundraiser’s Flow is customized, but here are just some of the examples of what we can automate together:

    Donor Journeys: From first gift to repeat giving, with warm touchpoints along the way

    Email Campaigns: Automated sequences for appeals, matching gifts, year-end drives

    Thank-You and Acknowledgements: Sent automatically and still sound like you wrote them

    Event Flows: From RSVP confirmations to reminder nudges and post-event follow-ups

    Volunteer Coordination: Interest forms → schedules → next steps

    Grant Tracking + Tasks: Reminders and handoffs that keep you moving without micromanaging

  • Dubsado, HoneyBook, Zapier, Notion, ClickUp, Airtable, MailerLite, ConvertKit, Flodesk, Kajabi, Calendly, Google Forms, and more!


    (We’ll pick the right combo for you — or build inside what you’re already using.)

  • This offer is also ideal for:

    Small development teams in colleges and universities

    Alumni outreach departments needing scalable touchpoints

    Foundations and advocacy groups coordinating events or donor drives

    Community-based organizationss with volunteers and limited staff

    If you're relying on staff memory or disjointed spreadsheets, it’s time for a system that works for you — not the other way around.

  • The Fundraiser’s Flow starts at $297 and typically ranges up to $797, depending on:

    How many workflows we’re building (e.g., donor journey + campaign sequence vs. one standalone system)

    The number of tools you’re using (or want to use)

    How customized your messaging or logic needs to be

    Whether we’re creating AI-enhanced content or simple email automation

    We’ll review your needs on a brief strategy call and provide a clear scope with no surprises. If you’ve already completed a Workflow Wakeup Audit, we’ll use that as your jumping-off point.

    What’s Included:

    ✔️ Strategy and planning tailored to your org
    ✔️ Workflow design and automation setup
    ✔️ Platform integration (or recommendation)
    ✔️ Message logic + light copywriting (or prompt support if you’re using AI)
    ✔️ Final walkthrough and training, so your team knows how it works
    ✔️ Post-handoff support window to make sure it’s running smooth

    We’ll always prioritize low-cost or free tools when possible — but some systems may require third-party tools that come with a monthly fee. We’ll explain all your options clearly before you commit.

  • You’re always behind on donor follow-up

    You want to improve your fundraising flow, but your team is already stretched

    You’re using tools, but not sure they’re set up right (or at all)

    You know there’s a better way — you just need someone to show you what it is

You’re doing meaningful work. You’re helping your community.
But behind the scenes? It’s too much.

You're stuck writing the same emails, sending late updates, or manually tracking gifts in a spreadsheet you don’t totally trust.

The Fundraiser’s Flow is designed to bring relief and results to the people doing the heart work!

Streamlined systems for donor outreach, campaigns, and follow-up, so your mission gets more focus, not more to-dos.

Donor care, campaign chaos, inbox overload?

JULY IS NOW FULL! PLEASE GET ON THE LIST BELOW FOR AUGUST, thank you!!

You don’t need more chaos.
You need simple, proven systems that just work.

The Good Flow Library is a collection of ready-to-use automations, templates, and tools made for real-life small businesses, nonprofits, and service providers.

Clear. Customizable. And actually helpful.

Plug-and-play systems, tools, and swipe files — so you can get organized, save time, and stop rebuilding from scratch every time you do something.

Hey, look at you making things easier. You’re gonna love it here.