- Systems & Automation
The work that happens while you're doing something else.
CRM builds, pipelines, automations, WhatsApp and integrations. The infrastructure that keeps your business running without manual input — built properly, documented clearly, handed over so you understand what you're running.
- Why it matters
Most businesses are held together by people remembering things.
When someone joins your team, sends an enquiry, completes a course or reaches a compliance deadline — something needs to happen. Usually that means a person does it manually, or it doesn't happen at all.
Good systems mean the right thing happens at the right time, automatically. Built around your actual processes, not a generic template someone else designed.
Built around your processes
Every build starts with understanding how your business actually works, not applying a generic template.
Documented clearly on handover
You'll know how it works, not just that it works. Everything is documented so you're not dependent on me to understand it.
Tested before it goes live
Automations, sequences and workflows are all tested end to end. Nothing goes live that hasn't been checked properly.
- CRM & Pipelines
A CRM built around how you actually work.
A CRM is only useful if it's built around your processes, not the other way around. I set up accounts from scratch, build pipelines that match how your business moves, configure contact fields and tags, and make sure everything connects properly to your other tools.
Whether you're managing leads, clients, students, referrals, recruitment or compliance — the pipeline structure needs to reflect your reality.
Account setup and configuration
Pipeline design and build to match your workflow
Custom contact fields and tags
Integration with your existing platforms
Documentation and walkthrough on handover
Pipelines that reflect your business
Built around how leads, clients or staff actually move through your processes.
Connected to your other tools
Stripe, Calendly, Zapier and more. Integrations built so data flows the right way.
Documented clearly
You get written documentation and short videos of how everything works so you're not reliant on me to manage it day to day.
- Automation & Workflows
The right thing happens at the right time, automatically.
Good automation means enquiry responses, onboarding sequences, follow-ups, reminders, document collection and compliance deadlines all running in the background reliably — without you having to trigger anything manually.
I build workflows that match your actual processes, test them thoroughly end to end, and document what triggers what so you understand the system you're running.
Workflow design and build
Trigger and condition logic
Email, SMS and WhatsApp sequences within workflows
Multi-step conditional automations
End-to-end testing before handover
Documentation of all workflow logic
Triggered by real events
Form submissions, pipeline stage changes, appointment bookings, payment completions. Automations that respond to what's actually happening.
Tested end to end
Every workflow is tested through the full sequence before it goes live. No untested automations sending emails to real contacts.
Multi-channel sequences
Email, SMS and WhatsApp working together in the same workflow, timed correctly and with the right content for each channel.
- WhatsApp integration
WhatsApp, built into your workflows.
GoHighLevel, FEA Create and Funnel Skechers supports WhatsApp as a native communication channel. That means you can send automated messages, follow-up sequences and notifications via WhatsApp — alongside email and SMS - all from the same platform, triggered by the same workflows.
I set up the integration, create your message templates, and connect everything into your existing automations so it works as part of the system rather than as a bolt-on.
WhatsApp Business API connection and verification
Message template creation and submission for approval
Integration into workflows and pipelines
Testing end to end before handover
Documentation so you know how to manage it going forward
Full setup includes templates and integration into up to six workflows. Simple setup covers the connection and basic configuration without workflow integration. Pricing is on the Pricing page.
Full setup
WhatsApp Business API, message templates, integration into up to six existing workflows. Everything tested before handover.
Simple setup
WhatsApp Business API connection and basic configuration. The right starting point if you want the channel active before building out automations.
Works alongside email and SMS
WhatsApp sits inside the same inbox as your other conversations. No switching between platforms to manage replies.
- Pricing
Clear pricing. No surprises.
Build projects are scoped after an initial conversation because every business is different. Full pricing for GoHighLevel builds, sub-account subscriptions and setup is on the Pricing page.
Every build is scoped properly before a price is confirmed. A free call is the right place to start.
- How it works
From first call to working system.
step 1
Free call
We talk through what you need. I'll give you useful thoughts even if we don't end up working together.
step 2
Scope
I get clarity on what needs building and in what order. You get a clear picture before anything gets started.
step 3
Build
I build it and test it properly. Nothing goes live without being checked end to end first.
step 4
Handover
You get a walkthrough and documentation. You understand the system you're running, not just that it exists.
- Client testimonials
What clients say
"Sarah is my work comfort blanket. Or work-crush! You know when someone is persistent, calm, brilliant at directing you through the unknown and determined to find solutions. One of those times where I'll say 'You're not allowed to retire until I do!'. What fries my head won't even slightly get her frazzled. She talks Google, Microsoft, Squarespace, website back offices, add-on apps, plus apps she hasn't dealt with before. If she can fit you in, Sarah is your working wingman/woman/person."
Clare Haynes
Wildfire coaching
- Get in touch
Not sure what you need first? That's fine.
A free call is the right place to start. Bring a rough idea or a specific brief — either works. We'll work out what makes sense from there.
No sales pitch. No obligation.
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© 2026 Sarah Edwards and Beyond the Mountains. Copying is said to be the highest form of flattery, however, I would be grateful if you could resist the urge. Content and designs take a lot of time and energy to produce, and I kindly request you be honest and authentic. Be you, not me! 💛