Systems that let local service teams stay in the field.
Hands-on HubSpot, OrbisX, and kvCORE builds with Zapier and n8n automations shaped around real crews and operators.
Local businesses deserve systems that feel invisible and just work.
CRM Implementation
HubSpot, kvCORE, and OrbisX configured around your pipeline and data hygiene rules.
Automation Playbooks
Booking, reminder, and review sequences documented with Zapier, n8n, and Twilio.
Conversion Websites
WordPress and Elementor funnels feeding clean data into your CRM.
What changes inside your business once the right systems are in place?
From firefighting to predictable systems
We translate local service operations into secure, automated CRM, automation, and web infrastructure.
Common roadblocks
Leads leak between tools
Prospects hit your website, text the office, or call after hours--and your team scrambles to stitch conversations together the next day.
Manual follow-up burns hours
Scheduling, confirmations, and review requests pull you off the job site. Operators end up as the bottleneck for every next step.
No single source of truth
Spreadsheets, inboxes, and point solutions keep data in silos. It is hard to know what is working or who owns the work in progress.
How WorkFlowed helps
A CRM that mirrors your process
We configure pipelines, automations, and scoring around the way your crew already sells and services--not a generic template.
Automations with human oversight
Texting, email, and scheduling flows run 24/7, while guardrails, logs, and alerts keep team members in the loop.
Playbooks and training included
Everyone gets documented SOPs, security tips, and sandbox access so onboarding a new hire takes days, not weeks.
Service Packages
Choose the engagement structure that matches your growth stage, then request a custom proposal.
Systems Starter
Launch or reboot your core systems with a focused implementation sprint.
- Discovery workshop and current tech audit
- CRM selection, migration, and pipeline configuration
- High-converting WordPress landing experience with lead tracking
- Lead capture forms, intake automations, and branded notifications
Automation Accelerator
Scale the customer journey with integrated workflows across tools and teams.
- Journey mapping for lead, booking, and fulfillment paths
- Scheduling, texting, and review automation via Zapier or Make
- Two-way CRM <> website integrations and data hygiene guardrails
- Team enablement hub with SOPs, video walkthroughs, and alerting
Ops Partner
Ongoing systems leadership for growing service companies.
- Quarterly roadmap and KPI dashboard reviews
- Pipeline cleanup, segmentation, and campaign optimization
- Vendor and license management with security monitoring
- On-demand updates for new services, locations, or staff onboarding
Who We Partner With
Hands-on operators running local service brands who need tech that keeps up with demand.
Local Service Operators
Home services and mobile crews tightening intake, dispatch, and follow-up in one place.
Realtors
Brokerages rolling out kvCORE playbooks, lead routing, and transaction checklists that scale.
Detailing & Automotive Shops
Detailers, tinters, and PPF installers using OrbisX to orchestrate bookings and crew logistics.
How an engagement unfolds
A transparent, secure implementation path from audit to optimization.
Discover
Document how leads arrive, how work is delivered, and where bottlenecks live.
Systems audit, data flow diagram, and prioritized roadmap.
Design
Select the right CRM + workflow stack and architect automations around your team.
Solution blueprint, security checklist, and success metrics.
Build
Configure tools, craft WordPress experiences, and wire up integrations end to end.
Staging environment, QA scripts, and documented configs.
Launch
Train the team, migrate clean data, and monitor first-week performance closely.
Team training, go-live checklist, and hypercare inbox.
Optimize
Review outcomes, refine automations, and schedule future enhancements.
30-day review report with next-step recommendations.
Operational wins you can measure
Every build includes baselines, logging, and reviews so results are visible.
Faster Lead Response
60% quicker replies
Automated routing and SMS nudges keep new inquiries warm while crews stay on the job.
More Booked Jobs
+35% conversions
Conversion-focused WordPress funnels and CRM pipelines make it simple to say yes.
Admin Time Saved
15 hrs saved / week
Centralized data and no-code automations eliminate duplicate entry and manual follow-up.
Platform expertise
Certified implementations across the CRM, automation, and analytics stack your business already relies on.
HubSpot, GoHighLevel & kvCORE
n8n & Zapier
Twilio & SimpleTexting
OrbisX & job management suites
WordPress & Elementor
Field work in action
Sample builds showing how strategy, implementation, and enablement come together.
Service HVAC CRM + Website Launch
2024Moved a heating and air crew off spreadsheets into HubSpot with automated intake, service status texting, and a WordPress quote funnel connected end to end.
Med Spa Retention Automation
2024Implemented GoHighLevel journeys for consult booking, pre-visit paperwork, and review requests. Added MFA policies and a clean data governance layer.
Franchise Reporting Stack
2023Consolidated job data from three locations into Airtable dashboards with Databox KPIs and weekly executive rollups triggered automatically.
Why WorkFlowed exists
Practical operators translating process into technology for service businesses that do not have time for trial and error.
WorkFlowed is led by Logan Griffiths, a systems consultant who has run the same CRM, automation, and SOP playbooks for his own service business and for clients across the Southeast.
From intake forms to follow-up cadences, every engagement stays grounded in reliable CRM configs, automation guardrails, and documentation that keeps owners out of the weeds.
Implementation First
WorkFlowed runs discovery, build, launch, and training in-house--no handoffs.
Security-Minded
MFA, least-privilege access, and documented changes on every deployment.
Certified Expertise
HubSpot, WordPress, Zapier, and automation tooling with compliance baked in.
Based in Lula, GA
Supporting service teams across the Southeast with remote availability.
Questions operators ask
Still have something specific? Share it in the contact form and we will cover it during the audit call.
How do we get started?
Book a systems audit call. We review your current stack, align on goals, and recommend the right package before any agreements.
Do you work with our existing tools?
Yes. If you already run a CRM, website, or automations we first stabilize what is in place, then layer improvements without disrupting active customers.
What about pricing?
Every engagement is scoped after discovery. Packages provide structure, and final pricing is shared with a detailed statement of work before kickoff.
Can you train our team?
Training and enablement are built into every package. Sessions are recorded, and you receive playbooks your staff can reference later.
How do you protect our data?
We enforce least-privilege access, MFA, and documented change logs. Credentials are stored securely, and we coordinate with your vendors on permissions.
Book a Systems Audit
Tell me where the friction is and we'll scope the fix. 🚀
Share your systems story
We will review your stack, surface quick wins, and map a secure rollout.
Admin credentials stay in your vault. Every integration follows least-privilege access, MFA is enforced, and change logs are shared after launch.
Request your audit
Tell us what is breaking so we prep the right recommendations.