Effortlessly Build the Perfect Platform for Your Business

From project management to CRM and email marketing—set up for seamless integration.

 

We specialize in tailored platform setups that streamline your operations, integrate internal automations for maximum efficiency, and free you to focus on business growth. Ready for a fully optimized platform that boosts profitability?

Does this sound familiar?

Growing businesses often hit a wall when their tech stack can’t keep up with demand.

Are your current tools holding you back, causing more chaos than clarity?

Do you struggle to find the right platform for your day-to-day operations?

Have you tried various partial solutions, only to feel overwhelmed and miss opportunities because your systems aren’t in sync?

The Result Is The Same

You keep wasting time juggling disconnected tools, leading to confusion and workflow bottlenecks.

Your team (and clients) get frustrated when tasks or important details slip through the cracks.

You watch business opportunities pass by because you’re stuck managing tedious tasks rather than focusing on high-level strategy.

The Result Is The Same

You keep wasting time juggling disconnected tools, leading to confusion and workflow bottlenecks.

Your team (and clients) get frustrated when tasks or important details slip through the cracks.

You watch business opportunities pass by because you’re stuck managing tedious tasks rather than focusing on high-level strategy.

That’s where Platform Built comes in—our tailored setup ensures the perfect system for your needs, integrating PM, CRM, or email marketing platforms so your business runs effortlessly.

Imagine if you could..

Run your entire business from a single, user-friendly platform,

so that you spend far less time on admin and more on revenue-generating activities.

Automate key tasks,

so that you stop getting bogged down in repetitive processes and can refocus on strategic decisions.

Streamline your client onboarding,

so that each new relationship starts off smoothly, boosting client satisfaction from day one.

Scale with ease,

so that you don’t have to overhaul your systems every time you take on more clients or launch new offers.

Let’s build a platform that genuinely supports your vision for growth—aligned with your goals and designed to feel effortless to manage.

 

Tailored Platform Setup with Zero One-Size-Fits-All Solutions

Your business has its own unique processes and targets. We’ll create the ideal platform—be it a CRM, PM system, or email marketing setup—fully aligned with how you work.

Questionnaire & Deep Dive

You’ll complete a detailed questionnaire so we can understand your current tools, workflows, and goals.

Custom Platform Build

We’ll design and implement the right system—connecting essential automations to save time, reduce errors, and foster clarity.

Ongoing Support

Enjoy direct access to us via Slack or Telegram during the project for adjustments or questions. We also provide post-project assistance to ensure everything runs smoothly.

Melissa C. GRS

Working with Teresa has been truly interesting and constructive. I appreciated her practicality and pragmatism, as well as her ability to always respond adequately to questions by providing concrete and effective solutions. Teresa has deeply immersed herself in the dynamics of our company, studied our needs, and successfully built a true synergy, offering us the solutions we needed. I appreciated her readiness to respond to our requests and to adapt the tool to our needs for a solution as personalized as possible.

Catherine Hale - Business and Life Coach

I now have a system that has so many of the previously clunky processes streamlined. Teresa worked her magic on my business – identifying where the major challenges were and the systems that needed to be put in place to rectify them.

She always had a solution when a problem arose and found ways to implement it quickly and effectively.

I’m really happy with the system that was created- it’s making the previously clunky processes streamlined and time effective – which is exactly what I wanted.

I would highly recommend working with Teresa if you are looking to grow your business in an easeful way. Systems work!!

Laura Burak - Get Naked Nutrition

Teresa takes great pride in her work and makes sure you are very satisfied before her project is complete. She is available for help anytime and goes above and beyond to clearly communicate.

Cirila Valmaggia

I think what you did for me is absolutely awesome. I had no idea what to do and now you gave me the exact roadmap. Now I´m not lost and overwhelmed anymore. You gave me the simple little steps that I need to take every day to get where I want. I am forever grateful!

 

Victor Rogachev - Graphicoach

Working with Systems First was a game-changer for our company. Teresa Cavalla’s expertise in ClickUp was evident from the start, and her guidance helped us optimize our workflows and enhance our efficiency significantly. The support we received was top-notch, tailored to our needs, and always delivered with a smile. I highly recommend Systems First to any organization looking to streamline their processes and maximize productivity.

 

J. Debono - The Pasta Project

I’m so happy that I got Teresa at Systems First to help me out with the email subscriptions, newsletters, e-books and marketing for my food blog! She’s so reliable, effective and creative. Now I don’t think I could manage without her!

 

The Contempora Team

Teresa quickly understood our needs and proposed practical solutions while keeping a eye on cost effectiveness and simplicity.

 

Elisa Sgariboldi

I asked Teresa to support me in improving the setup of my company’s ClickUp account. Even if we are a small company of 3, I love having everything under control. Unfortunately, I don’t have much time, and working with Teresa has been key to accelerating the internal organizational process. From an operative point of view, I loved Teresa’s methodology: weekly video calls to check we were on the same track and video recordings to keep us up to date with the project: a perfect match!

I would love to collaborate with Teresa also in the future

 

Bianca Sartirana - Managing Director at Save The Cut

Teresa has helped us set up our workspace and make it efficient and tailored to the needs of our team. Moreover, she has always been extremely kind, helpful, and understanding. She has always found the best way to solve our problems and has taught us how to solve them in the future.

 

 

Ashlee Sang - Brand Messaging Strategist & Consultant

Teresa made the big, scary web of systems more approachable with clear examples, custom workflows, and a huge base of business knowledge to pull from. We covered not just “systems,” but how my marketing, sales, client delivery, and overall time spent in my business can be broken down and put together to create a cohesive, efficient ecosystem. She focused on prioritizing my time and energy as a business owner so that my growth could be both sustainable and intentional.

 

 

Andrea Elibero - Dancing Leaf Solutions

Teresa is a pleasure to work with and works with integrity. I highly recommend working with Teresa!

 

 

Courtney Bliss - Feeding Bliss

I’ve spent countless hours over my years in business trying to figure out how to be in all the places at once while living the life I want. Teresa was able to give a high level overview of what needed to be optimized to help me achieve my goals. She then went a step further and broke those out into weekly and daily tasks which I could manage and then assign accordingly. I found it to be such a helpful assessment and refocusing of my business management.

 

 

Antonio Valente

Teresa is a trustworthy person, competent and always seeking the right solution for her clients. We had a positive experience and I recommend her to anyone looking to create valuable business processes.

 

 

THE PROCESS

Questionnaire Completion

Before we start, you’ll fill out a detailed questionnaire about your business processes, goals, and existing tools.

Deep Dive Consultation

We’ll meet to explore your workflows, discuss how you want the platform to support your business, and clarify any special requirements.

Platform Setup Project Start

We’ll set up your chosen platform—whether PM, CRM, or email marketing—and integrate automations for seamless operations.

Post-Project Assistance

After delivery, we offer a full week of post-project support to ensure everything’s running smoothly. You’ll also have direct access to us via Slack or Telegram during the project for real-time help.

Looking for LEADERSHIP Consulting?

Visit Leadership First

Not Exactly What You’re Looking For?

Check Out Our Other Solutions

Systems Built:

Full Systems Setup

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Key Insight Solutions:

60-Min Sessions

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ClickUp Built:

ClickUp Specialized Service

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SOME OF THE SOFTWARE WE USE

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