Flowlu Setup
As a certified Flowlu Solutions Provider you know you are in good hands when it comes to getting your Flowlu setup and flowing perfectly for you!
Once we agree to work together, our work does not start in Flowlu... it starts with the #whathappensnext approach and we reveal the data you need at what time, how work can be automated and then build in a strong customer experience - all around how you work and what you have promised to deliver. Such things don't randomly happen - they have to be considered carefully
Flowlu has everything: CRM, project management, invoicing, automations, custom data conditions, client portals, and lots more.
But most users get stuck — because they don’t know how to make it match their business.
That’s what we fix. With 30+ years of process and systems experience, I’ll help you:
✅ Map what really happens in your business
✅ Build flows and automations that work beautifully
✅ Customise your Flowlu around how you actually work
✅ Create calm, consistent delivery for every client
✅ Nothing will be forgotten again
What you'll walk away with:
✔️ Clear dashboards that tell you what matters today
✔️ Contact-first workflows that never lose a lead
✔️ Automations that nudge, remind, and follow up — without lifting a finger
✔️ One source of truth for all your client work
✔️ Less forgetting. More flow.
You'll have a platform better than you could buy off the shelf as it will be so uniquelly matched to how you work, you won't want to use anything else again.
Next Steps
But most users get stuck — because they don’t know how to make it match their business.
That’s what we fix. With 30+ years of process and systems experience, I’ll help you:
✅ Map what really happens in your business
✅ Build flows and automations that work beautifully
✅ Customise your Flowlu around how you actually work
✅ Create calm, consistent delivery for every client
✅ Nothing will be forgotten again
What you'll walk away with:
✔️ Clear dashboards that tell you what matters today
✔️ Contact-first workflows that never lose a lead
✔️ Automations that nudge, remind, and follow up — without lifting a finger
✔️ One source of truth for all your client work
✔️ Less forgetting. More flow.
You'll have a platform better than you could buy off the shelf as it will be so uniquelly matched to how you work, you won't want to use anything else again.
Next Steps
- Book a Flowlu setup chat Click here to book a non-salesy (and free!) chat to put your CRM issues in the spotlight and see how Flowlu can transform how you work
- Get up to 30% off a new Flowlu subscription Yup - click here to get up to 30% discount on a new subscription!