SHIFTX.SOLUTIONS
Two stages.
Nine services.
Every engagement starts where you are. Stage 01 builds your digital foundation. Stage 02 connects, automates, and gives your business intelligence to run itself.
STAGE 01 | ONE-TIME PROJECT
Automate
Digital Foundations
The four services that give your business a professional, connected digital presence. Every business starts here either as a first-time setup or a full reset.
Your digital home, built to convert.
Website Design & Build
WHAT'S INCLUDED
→ Discovery & Strategy
→ Copywriting & Content
→ CRM Integration
→ Design & Build
→ Technical Setup
→ Post-Launch Support & Optimisation
2-3 weeks
From kickoff to live site — including design, copy, and CRM integration
Every lead captured
All forms feed directly into your CRM the moment someone submits
Your customer relationships, finally organised.
CRM Setup & Configuration
WHAT'S INCLUDED
→ CRM Selection & Setup
→ Contact & Company Structure
→ Reporting & Dashboards
→ Pipeline Configuration
→ Automation Foundations
→ Team Adoption & Training
One pipeline
Every lead, deal, and client relationship visible in a single system
Zero manual chasing
Automations handle follow-up reminders and deal stage notifications
Professional infrastructure for how your team works.
Business Email & Google Workspace
WHAT'S INCLUDED
→ Domain & Email Setup
→ Collaboration Tools
→ Integrations
→ Team Structure
→ Security & Access
→ Training & Ongoing Admin Guide
Under 1 day
Full Worskspace live for teams of up to 20 - same-day or next-day setup
Inbox deliverability
SPF, DKIM, and DMARC configured so your emails actually reach clients
Show up consistently where your audience is.
Social Media Setup & Branding
WHAT'S INCLUDED
→ Platform Audit & Strategy
→ Brand Application
→ Ad Account Setup
→ Profile Setup & Optimization
→ Content Infrastructure
→ Analytics & Performance Tracking
4 platforms live
Linkedin, Instagram, Facebook and one more all consistent, all optimized.
90-day content calendar
Topics, formats, and publishing schedule mapped out.
STAGE 02 | SETUP + MONTHLY RETAINER
Automation
Growth Systems
The five systems that make your business run itself. Each is a standalone engagement — but they work best when built on a Stage 01 foundation.
Captures, qualifies, and follows up automatically — so your pipeline keeps moving.
Sales Engine
01 - Lead Capture & Routing
02 - Lead Qualification
03 - Follow-up Sequences
04 - Pipeline Automation
05 - Proposal & Contract Automation
06 - Sales Performance Reporting
Under 5 minutes
Time from form submission to lead appearing in your pipeline - fully automated.
5-touch follow-up
Every new lead gets a structured sequence - day 1, 3, 5, 7, 14 - without manual action.
Plans, creates, and distributes content that consistently brings in the right attention.
Marketing Engine
01 - Email Marketing Infrastructure
02 - Lead Magnet & Nurture Flows
03 - Content Calendar & Distribution
04 - Campaign Automation
05 - Paid Advertising Automation
06 - Analytics & Attribution
15 emails automated
Welcome and nurture sequences running without anyone pressing send - ever
90-day calendar built
Content mapped, templated, and scheduled before the system goes live
Connects your tools and data to show what's really happening and where things are breaking.
Operations Intelligence
01 - Systems Audit & Integration Map
02 - Tool Integration Build
03 - Workflow Automation
04 - Alerting & Monitoring
05 - Operational Dashboard
06 - Governance & Documentation
5 tools connected
Your CRM, accounting system, project management, email, and ops tools integrated into one data layer
↓ 70% report time
Automated dashboards replace the hours your ops manager spends pulling weekly data manually
A real-time, no-BS view of where money is coming from and what's working.
Revenue Dashboarding
01 - Data Source Integration
02 - Revenue Dashboard
03 - Pipeline Dashboard
04 - Reconciliation Automation
05 - Financial Reporting Automation
06 - Access, Governance & Training
Live revenue view
Revenue, pipeline, and cash position updated in real-time — not after a weekly finance meeting
↓ 80% reconciliation time
Daily automated reconciliation replaces hours of manual matching every week
Automates repetitive tasks and decisions so your team can focus on what matters.
AI-enhanced Workflows
01 - AI Workflow Audit
02 - Intelligent Triage & Routing
03 - AI-assisted Communication
04 - Data Intelligence
05 - Process Automation
06 - Governance & Quality Control
↓ 60% triage time
Inbound emails, tickets, and leads classified and routed automatically — no manual sorting
First draft in seconds
Proposals, summaries, reports, and responses drafted by AI — reviewed and sent by humans
LET'S TALK
Ready to build something better?
Whether you're a company that's tired of duct-taping your systems together, an investor who understands what AI-ready infrastructure is worth, or a partner who wants to build with us, we want to hear from you.
Tell us where you are. We'll show you the path forward.
Tell us where you are. We'll show you the path forward.
Make the Shift
Get practical ideas on turning manual operations into intelligent systems.
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