Software & automation studio

Tell us what you need to accomplish. We’ll figure out the technology and build it.

Backend and revenue systems for coaching, course and high-ticket businesses — and the agencies behind them. The leaks between your funnel, CRM, payments and sales team, fixed.

  • Fixed-price proposal within 48 hours
  • You own every account and line of code

01Problems we solve

The expensive gaps between the tools you already pay for.

Your funnel, CRM, payments and sales team each work fine on their own. Revenue leaks in the hand-offs between them — where someone is supposed to notice, copy, chase or remember.

  1. 01

    Failed payments quietly disappear.

    Declined cards and missed instalments sit in Stripe until someone notices at month-end.

  2. 02

    Kajabi and the CRM don’t talk.

    Buyers get access but never get tagged, so follow-up and onboarding misfire.

  3. 03

    Nobody knows today’s cash collected.

    Collected versus contracted lives in three tabs and a closer’s memory.

  4. 04

    New leads wait hours for a reply.

    Applications land at 9pm; the first setter sees them the next afternoon.

  5. 05

    Commissions take a day every month.

    Setter and closer payouts get rebuilt from exports, screenshots and DMs.

  6. 06

    Onboarding depends on one person.

    Access, contracts and community invites go out by hand — and sometimes not at all.

  7. 07

    The migration broke things we can’t see.

    Since changing platforms, some automations, tracking and affiliate payouts silently stopped.

  8. 08

    Our Zaps are held together with tape.

    Dozens of automations, no documentation, and nobody wants to touch them.

02Example builds

Three systems we build often.

These are sample builds — reference designs we adapt to your stack, not client case studies. Each one replaces a manual hand-off with something that runs by itself and tells a person when it matters.

Build 01$1,500–$3,0001–2 weeks

Failed-payment & payment-plan recovery

Every failed card and missed instalment is caught, followed up and tracked — without anyone checking Stripe.

Sample build
BeforeFound weeks later, chased by hand
  1. Stripe Card declines
  2. Inbox Generic retry email Ignored
  3. Someone Notices at month-end Delay
  4. Spreadsheet Chase list by hand Manual
AfterCaught in minutes, followed up automatically
  1. Stripe Card declines
  2. Recovery service Matches buyer, offer & plan
  3. SMS + email Secure update-card link
  4. CRM Closer task if still unpaid
  5. Dashboard Recovered vs at risk
Expected effect
Every failed payment gets a response within minutes instead of at month-end, and the weekly chasing session goes away. Recovered revenue depends on your offer and buyers — we estimate it from your own Stripe data before you commit.
How it works: Failed-payment & payment-plan recovery →

Build 02$2,500–$5,0002–3 weeks

Sales-team command dashboard

Leads, bookings, show rate, close rate and cash collected vs contracted — one place, updated automatically, with commissions calculated for you.

Sample build
BeforeRebuilt by hand every week
  1. CRM Export leads & stages Manual
  2. Calendly Export bookings Manual
  3. Stripe Export payments Manual
  4. Spreadsheet Rebuilt every Monday Delay
AfterOne source of truth, always current
  1. CRM · Calendly · Stripe Synced automatically
  2. Matching Each payment tied to lead, setter & closer
  3. Dashboard Live team & rep numbers
  4. Commissions Calculated per payment
  5. Slack Morning summary
Expected effect
The weekly numbers take no time to build, and commission statements come out of the system instead of a spreadsheet. Accuracy depends on how consistently your team logs call outcomes — we flag the gaps before we build.
How it works: Sales-team command dashboard →

Build 03$2,000–$4,0001–3 weeks

Student & client onboarding automation

From purchase to first win: access, community invite, contract, welcome sequence and progress nudges — in the right order, every time.

Sample build
BeforeDepends on someone remembering
  1. Checkout New purchase
  2. Team Adds access by hand Manual
  3. Team Sends contract & invite Manual
  4. Client Waits, emails support Delay
AfterSame great first week, every time
  1. Checkout New purchase
  2. Access Course & community unlocked
  3. E-sign Contract sent & tracked
  4. Welcome Sequence + kickoff booking
  5. Nudges Check-in if no login in 3 days
Expected effect
New buyers get access in minutes rather than days, nobody has to remember the contract, and your team sees who is stuck before they ask for a refund. Effects on refunds vary by offer, so we won’t promise a number.
How it works: Student & client onboarding automation →

Also available: speed-to-lead routing and migration rescue. Something else entirely? That’s normal — describe it.

03How it works

From a plain-English brief to a working system.

You describe the outcome; we handle the technical decisions and explain them in plain language. You always know the scope, the price and the next step.

  1. 01

    Send a brief

    Tell us the outcome you want and how it works today. Plain English is perfect.

    5 minutes
  2. 02

    30-minute scoping call

    We ask how the work actually happens, what it costs you now, and what “done” looks like.

    Within a few days
  3. 03

    Fixed-price proposal

    A written spec with acceptance checks, a timeline and one price. You decide; no pressure.

    Within 48 hours
  4. 04

    Build & handover

    We build in your accounts, test against the spec, then walk you through it with docs and videos.

    Typically 1–3 weeks
  5. 05

    Care plan (optional)

    Monitoring, fixes and small changes so it keeps working as your business changes.

    From $400/mo

04Pricing guide

Clear prices before any work starts.

Every build is quoted as one fixed price against a written spec. These are starting points, so you can tell quickly whether we’re a fit.

Systems Audit & Roadmap

$750one-off

A one-week look at your stack and workflows. You get a map of how things connect today, the top three leaks with their time or money cost, and fixed-price quotes to fix them.

  • Credited in full toward a build within 30 days
  • Useful even if you never hire us

Fixed-price builds

From$1,500

A named system with a written spec and acceptance checks — most land between $1,500 and $6,000 and take one to three weeks.

  • 50% to start, 50% on acceptance
  • Built in your accounts, documented
  • Spec guarantee on every milestone

Care plan

From$400/month

Monitoring, fixes and small changes after launch, plus a short monthly report. Offered at every handover, never required.

  • Cancel any time
  • Third-party costs billed to you at cost

Not sure what you need? Start with the brief — if a build is overkill, we’ll say so. Pricing details

05Why trust us

No lock-in, no surprises, nothing you can’t see.

  1. 01

    You own every account and every line of code

    We build inside your tools and your repositories. Nothing runs on a platform of ours, so there is nothing to be locked into.

  2. 02

    Documented handover

    Every build ends with a written handover — what was built, where it lives, how to change it — and short walkthrough videos.

  3. 03

    Fixed price, agreed up front

    You approve a written spec and a price before we start. No hourly meter, no surprise invoices.

  4. 04

    Spec guarantee

    If it doesn’t do what the spec says, we fix it free or refund that milestone.

  5. 05

    Collaborator access, never shared passwords

    We use our own least-privilege logins in your tools, keep credentials out of email and chat, and hand back access at the end.

The spec guarantee

If it doesn’t do what the spec says, we fix it free or refund that milestone.

We guarantee the spec — never revenue. Anyone promising you a sales number is guessing.

Founder-led. You work directly with Jeffrey, who scopes the project and builds it. No account managers, no hand-offs to someone you’ve never met.

About the studio

06Works with

Works with what you already use.

We fit around your stack instead of replacing it. If a tool has an API, we can usually connect it.

  • ClickFunnels
  • GoHighLevel
  • Kajabi
  • Keap
  • Skool
  • Stripe
  • ThriveCart
  • SamCart
  • Calendly
  • Slack
  • Zapier
  • Make
  • Airtable
  • Google Sheets
  • HubSpot
  • Circle
  • Twilio
  • Typeform

Product names belong to their owners. We’re independent and not affiliated with any of them.

07FAQ

Straight answers.

More on how we work, or email hello@tacticsunit.com.

Who owns what you build?

You do — completely. We build inside your own accounts (your Stripe, your CRM, your Cloudflare or hosting account, your GitHub). Any custom code lives in a repository you own. There is no platform of ours you have to keep paying for.

At handover you get a written document covering what was built, where it lives and how it works, plus short walkthrough videos.

What happens if you disappear?

Nothing breaks. Because everything runs in your accounts and is documented, any competent developer can pick it up. We use mainstream tools and plain, commented code on purpose — no proprietary glue that only we understand.

What time zones do you work in?

We are remote-first, and our working hours overlap US Eastern mornings. Most communication is asynchronous (email, Slack, Loom) and we reply within one business day. Calls are scheduled in your time zone.

How do payments work?

The Systems Audit ($750) is paid upfront and credited in full toward a build started within 30 days. Builds are fixed-price: 50% deposit to start, 50% when the build passes the acceptance checks in the spec. Care plans are billed monthly and can be cancelled any time.

We invoice in US dollars; you can pay by card or bank transfer. Third-party costs (software subscriptions, SMS, AI usage) are billed to your own accounts, at cost.

How do you handle security and our data?

We ask for our own user or collaborator access in each tool, with the least permission needed — never your password. Credentials stay in your accounts or your password manager; nothing is sent over email or chat. We don’t copy your customer data into our own systems beyond what a build needs, and you can remove our access with one click at handover.

Is there a minimum project size?

Builds start at $1,500. If what you need is smaller, we’ll say so and point you to a better option — often a tweak you can make yourself or a good freelancer. If you’re not sure what you need, the $750 Systems Audit is the right first step.

How do you use AI?

Two ways, both boring on purpose. First, we use AI coding tools to work faster — every line is still reviewed by a person and tested against the spec. Second, some builds include an AI step where it genuinely helps: summarising a sales call into the CRM, drafting a follow-up for a human to approve, or sorting inbound replies.

When a build uses AI, it runs through your own API account, with limits, logging and a human in the loop wherever a mistake would matter. We tell you exactly what data goes to which provider before anything is switched on.

08Start

Describe what you need. We’ll take it from there.

Tell us the outcome in your own words — five minutes, no jargon needed. We reply within one business day and send a fixed-price proposal within 48 hours of our call.

  • ReplyWithin one business day
  • ProposalFixed price, within 48h
  • BuildsFrom $1,500
  • OwnershipYours, fully