Every build is custom, but the work always lands in one of 10 business automation systems. Most firms start with the one that’s leaking the most time or revenue, then connect the rest.
Win Clients
Webinars, intake, follow-up, proposals & payments.
Serve Clients
Onboarding, delivery, communication, reviews & referrals.
Run the Firm
CRM & reporting, team workflows and custom AI tools.
The short answer
Be Known designs, builds and installs 10 core business automation systems for professional service firms – from webinars, intake and follow-up to proposals, onboarding, client communication, reviews, CRM, team workflows and custom AI tools – built on the tools you already use. Most projects start at $1,500.
Custom to your firmWorks with your existing toolsUpfront pricing
Built for law firms, accounting firms, agencies & consultancies and coaching businesses.
Win clients
Turn interest into booked calls and signed, paid clients – without anyone chasing leads by hand.
01
One-to-many systems that educate and pre-sell a room of prospects at once – live or automated webinars, seminars and client education events.
Common for: Firms with a proven offer that sell through education
02
Every inquiry from your site, ads, referrals or phone is captured, qualified and routed – then booked straight onto the right calendar.
Common for: Law firms, CPA firms, agencies & consultancies
03
Consistent follow-up so not-ready-yet prospects stay warm and no opportunity dies in an inbox.
Common for: Any firm with a longer decision cycle
04
A “yes” turns into a signed engagement letter and a paid invoice automatically – no back-and-forth.
Common for: Law firms, CPA firms & agencies
Serve clients
Business automation systems that give every client the same great experience – consistent, fast and without your team reinventing it each time.
05
Every new client gets a smooth, consistent start – welcome, documents, kickoff and setup handled automatically.
Common for: Firms onboarding more than a few clients a month
06
Clients always know where things stand, and your team stops chasing documents and answering “any update?” emails.
Common for: Accounting firms, law firms & agencies
07
Happy clients become reviews, referrals and repeat business – on autopilot, at the right moment.
Common for: Referral-driven firms of every kind
Run the firm
The business automation systems that keep everything connected, visible and running – even when you’re not in the room.
08
One source of truth for every lead, client and dollar – with dashboards that answer “how are we doing?” without pulling reports.
Common for: Firms running on spreadsheets and gut feel
09
Repetitive internal work handled automatically, and the tools you already pay for finally talk to each other.
Common for: Firms with growing teams and too many tools
10
Purpose-built AI that works inside your firm – assistants, coaching tools and client-facing platforms built around your methods.
Common for: Firms with proprietary methods or heavy repetitive knowledge work
Proof
15-18 hrs/wk recaptured
Laura Cowan – Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops – Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue over 5 years
Brad Blazar – Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham – Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs – how clients find you, how work gets delivered, where your team loses hours – then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through – from first inquiry to final invoice – and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters) – tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
We build 10 business automation systems for professional service firms in three groups. To win clients: webinar & event systems, lead capture & intake, follow-up & nurture, and proposals, contracts & payments. To serve clients: client onboarding, client delivery & communication, and reviews, referrals & retention. To run the firm: CRM, pipeline & reporting, workflow & team automation, and custom AI tools & apps.
Of all the business automation systems, usually the one closest to revenue that breaks most often. For most firms that’s lead capture & intake or follow-up, because leads are already coming in and slipping through. If you’re drowning in admin instead, we start with onboarding or workflow automation. Your free consultation ends with a clear, ranked recommendation.
You can start with one. Most clients begin with a single system, see the time saved, then add the next. The 10 systems are designed to connect, so each new one builds on the last instead of creating another disconnected tool.
Usually, yes. We build around the tools firms already rely on – like Clio, QuickBooks, Karbon, HubSpot, GoHighLevel, Microsoft 365, Google Workspace, Calendly and Stripe – and connect them with platforms like Zapier, Make and n8n. If a tool is holding you back, we’ll tell you and recommend a better fit.
Most projects start at $1,500 for a single focused system. Full build-outs across several systems typically range up to $25,000, depending on scope, integrations and how many people use them. You get a fixed quote before any work starts.
Yes. Every build includes training and a support period after launch. Many clients then move to an ongoing support plan so we can monitor, fix and improve their systems and add new automations as the firm grows.
Book a free consultation to find the business automation systems that fit your firm. We’ll map where it’s losing leads, time and revenue, and show you the first system we’d build – no obligation.
