Paul Trading capability

Automation & CRM Operations

Quiet systems that handle repetitive work. Engagement levels: Foundation $10 · Momentum $25 · Enterprise $50 per hour

What this engagement covers

We connect CRM, commerce, inbox and reporting so orders and enquiries move without manual copying.

The problem we solve

Scattered data and repetitive handoffs consume time and delay customers.

How we approach it

We simplify the workflow and automate routing, notifications and reporting with sensible safeguards.

Included deliverables

Process mapping
CRM setup
Lead routing
Lifecycle automation
System integration
Operational alerts

What you get out of it

Hours returned each week
Faster responses
One customer record
Automatic reporting

An operation that runs on systems rather than reminders.

Price range: $10.00 through $50.00

Quiet systems that handle repetitive work.

Choose your engagement level

Package

Clear

Month to month after the first 90 days
Senior specialists only — no junior handoff
Tracking and a live dashboard included
You own every account, file and asset

SKU: PTL-10826A Category: Uncategorized

Engagement levels

Choose the hourly level for this service.

Same disciplines, different depth. Add the level you need to the cart above and we confirm scope in writing before any work starts.

Foundation

$10/hour

One defined priority with a clear practical deliverable.

Discovery and written brief
One active workstream
Monthly progress note
Two-business-day replies
30-day action plan

Most chosen

Momentum

$25/hour

A connected working rhythm for teams building traction.

Everything in Foundation
Two coordinated workstreams
Fortnightly strategy session
Live reporting view
Testing and iteration plan
Priority support

Enterprise

$50/hour

Senior cross-discipline support for an ambitious roadmap.

Everything in Momentum
Multi-channel delivery
Weekly strategy session
Dedicated lead specialist
Advanced automation
Quarterly roadmap reset