Platform Built
Effortlessly Build the Perfect Platform for Your Business
From project management to CRM and email marketing—set up for seamless integration.
We specialize in setting up the ideal platforms for service providers, creating systems that streamline your operations and integrate internal automations for maximum efficiency, so that you can save time, reduce manual tasks, and focus on growing your business.
Are you ready for a fully optimized platform that supports your business growth, maximizes efficiency, frees up your time, and boosts profitability?
Every growing business hits a wall when systems don’t scale
Are your current tools holding you back?
Do you struggle to find the right platform for your business operations?
Without the right platforms in place, your systems will likely create more chaos than clarity.
If your tech stack isn’t keeping up with your growth, it can lead to missed opportunities and overwhelm.
With our Platform Built service, we’ll set up the perfect system tailored to your needs.
Whether you need a CRM, PM system, or an integrated mail marketing platform, we’ll build it, automate it, and ensure it works seamlessly within your existing workflows.
Our service will give you clarity and organization, allowing you to focus on what really matters: growing your business.
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.
A Custom-Built Platform Just for You
No One-Size-Fits-All
We know that every business is different, and that’s why our platform setups are fully tailored to your specific needs. Before we start, you’ll complete a detailed questionnaire so we understand your business processes and goals.
From project management and CRMs to email marketing, we’ll ensure that your new platform is set up, automated, and aligned with your workstyle. During the project, you’ll have direct access to us via Slack or Telegram for any questions or adjustments needed.
When your platform is complete, you’ll have everything you need to manage your business effortlessly.
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.
How Platform Built Works
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 dive deeper into your processes, working methodology, and vision for how you want the platform to support your business.
Platform Setup Project Start
We’ll set up your chosen platform—whether it’s a PM, CRM, or email marketing system—and integrate internal automations to streamline your operations.
Post-Project Assistance
Once the project is delivered, we provide a full week of post-project assistance to answer any questions and ensure everything is running smoothly.
During the project, you’ll have direct access to us via Slack or Telegram for any immediate needs.
Ready to build a business system that supports your growth and keeps your operations running smoothly?
Looking for High-Performance and Business Alignment Consulting?
SOME OF THE SOFTWARE WE USE
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Systems Built
FULL SYSTEMS SETUP
Key Insight Solutions
60-MINS SESSIONS
ClickUp Built
CLICKUP SPECIALIZED SERVICE
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