SHIPPEDCRMSchedulingDocument Automation

    CRM, Scheduling & Automation Pipeline

    Client — Château Private Wealth

    Backend operating workflow connecting the client journey from website inquiry to internal follow-up.

    Shipped · iterating

    What was broken

    Client inquiries, scheduling, documents, and follow-ups lived in disconnected tools and manual steps. The firm needed one organized pipeline from lead capture through internal operations.

    What we built

    Trenith migrated and configured the CRM, then built the operating layer around it: lead capture with client status segmentation and smart lists, scheduling automation with Outlook calendar sync and website booking links, DocuSign document workflows feeding a OneDrive storage pipeline, and Make.com automation flows with notification and inactivity-based follow-up triggers.

    AI & automation layer

    Automated notification and status-trigger workflows
    Inactivity-based follow-up and re-engagement triggers
    DocuSign document workflow automation
    Make.com flows + OneDrive document pipeline

    The stack

    GoHighLevelMake.comDocuSignOneDriveOutlook Calendar

    Outcomes

    CRM migration, segmentation, and smart-list pipeline
    Scheduling automation with Outlook sync and booking links
    Document workflows across DocuSign and OneDrive
    Connected journey: inquiry → appointment → follow-up

    What this proves

    Trenith can build the backend operating system behind a service business: CRM, calendar, documents, automations, and follow-up triggers.

    If this fits your build:Website + CRM Automation →AI Workflow Automation →

    Sitting with the same problem?

    A 60-minute call. You leave with a one-page scope and a fixed number, or a straight "this isn't for us."

    Book a scoping call