Inside the system
The deployed system, on screen.
What this showsThe 13-step main Flow in Dubsado — every step from lead capture to Blueprint delivery fires without manual input, with Day 3 / Day 14 suppression logic.
A move planning company was growing fast but drowning in manual work. Nexlyn rebuilt the entire backend from scratch — a 56-field CRM, a 13-step automated journey, a four-Zap integration stack and full paid-ad attribution.
Every new client triggered a chain of manual emails sent one by one. No pipeline stages meant it was impossible to know where a client was in the journey. Intake forms were sent manually and reminders forgotten. Paid ad spend ran with zero attribution, and client upgrades were handled ad hoc — no notification, no tier record, no contract sent systematically.
A new lead submits the form and a proposal fires automatically — no founder involvement. Payment triggers scheduling, intake and reminders without a single manual send. Every lead lands with full UTM attribution. Day 3 and Day 14 follow-ups fire with intelligent suppression, so upgraded clients never receive a redundant pitch.
Every transformation project follows the same Nexlyn execution-layer architecture: capture → decide → execute → log.
Pulled from the live instance after go-live — not pitch math.
The execution layer that makes the system run end-to-end.
The client now operates on a documented, production-ready CRM and automation system that handles growth without increasing administrative workload. Every lead from every paid campaign arrives with full attribution — source, medium, campaign, content and partner code — and any team member can maintain the system using the 14-section handover documentation.
"The founder never manually triggers a single step in the standard client journey. Every email, status update and task fires automatically."
We design and deploy systems like this in days to weeks. Owned by you. Built on your existing stack.