Systems and Processes

Systems / Processes

  • If you have a SYSTEM or a PROCESS that is holding you hostage, Customizing Workflow will automate your processes for you!
  • Is your system still in your head! No problem, we’ll get it on paper and create the automation.
  • We can run your sales and marketing more efficiently by automating some of your processes and systems. Once your systems are in tact, then the real work begins.
  • If you’ve ever said, “I have a PROCESS and it takes me a long time to run through the steps!”
  • Customizing Workflow will automate your processes, e.g., sales, hiring, ordering, webinars, you name it, and we will create the automation.

Schedule a 45 min free Get-To-Know-You call.

What My Clients Are Saying

Don’t just take it from us, let our clients do the talking!

Terri is a natural born leader. She communicates in a clear, concise and articulate manner, while at the same time being warm and reassuring; helping the people in her sphere of influence work through any challenges they may have. She is dedicated and passionate about the projects she takes on – delivering them in a timely, above-and-beyond manner. Terri is an inspiration!


Laurie Buchanan

Holistic Health Practitioner, Transformational Life Coach, and Author, Tuesdays with Laurie

She’s helped me with SO many projects over the last couple of years, and done it all with grace, flexibility, lots of needed guidance on what to do and what not to do, great humor, and – most importantly – with the highest quality I could’ve hoped for. Terri’s really become an invaluable part of my team, and I encourage you to look at making her part of yours!


Geoff Laughton

Relationship Architect | Best Selling Author | Master NLP Practitioner | Hypnotherapy | Motivational Speaking, https:/

Terri was an essential part of getting my Infusionsoft campaign off the ground. She has been so responsive, knowledgable and helpful strategizing and implementing with me. She’s been super patient explaining aspects of the program I didn’t understand, and double checking my work so that I could learn it and still make sure it was going out correctly. She’s the best, I’d highly recommend her to anyone!


Pia Silva

Pia Silva Speaker at Pia Silva, Worst of All Design

Don't Be Shy

If we didn’t answer all of your questions, feel free to drop me a line anytime.