Step 1
Map the journey
Document current site needs, customer journeys, and desired automation touchpoints.
Smart Website
Launch a modern site wired to your CRM and automation printsheets with guardrails built in.
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Step 1
Document current site needs, customer journeys, and desired automation touchpoints.
Step 2
Create the experience using secure tokens while verifying every data handoff.
Step 3
Wire forms, CRM feeds, or workflows with explicit checks before anything triggers.
Step 4
Teach your team how to publish, approve, and monitor the smart website in production.
Example scenario: Lead generation form that needs legal approval before routing.
Situation: Marketing wants to publish offers with confidence, but legal needs oversight.
Automation: Form submissions routed to customer success, but flagged for legal review when terms update.
Guardrails: Approval triggers before messaging or automation rules go live.
Outcome: New campaigns launch faster without bypassing counsel.
Example scenario: Operations wants CRM updates from the site.
Situation: Manual imports from web forms introduce errors and QA work.
Automation: Site feeds structured data into the CRM, with a review queue for anomalies.
Guardrails: Humans validate unusual entries before they enter the system.
Outcome: Accurate records and fewer corrections.
Next step
We will align your site, CRM, and automation with governance and checks.
30-minute discovery to scope the integrations.