Automation Plans

All plans include an audit before starting.



Learn how to setup your own automations.

We will build two automations together

and you will learn the basics.

Details: 1-hour training + 1 automation map



Want to be hands off? Have your whole automation flow setup without ever having to dig into configuring the tools.

Get your automations up and running while you keep running your space.

Details: Automation mapping with 1-week turn around

What can I automate?

Here are some suggestions for things we can start to automate!

  • Onboarding tasks
  • Offboarding tasks
  • Tour reminders
  • Lead tracking
  • Event automations
  • Space maintenance notifications
  • Forms Music curation
  • Welcome emails
  • Birthday emails
  • Tour requests
  • Calendaring
  • Opening automation
  • Event promotion
  • Auto responders
  • Auto add slack
  • Auto add Facebook
  • Inventory notifications
  • + More

Coworking Setup Plans

All plans include an audit before starting.


We can setup your OfficeR&D Account and train you on how to maintain it moving forward.

  • 1-hour initial audit
  • Payment gateways
  • Plans
  • Public booking calendar
  • Onboarding emails
  • Terms

Details: 1-hour audit + 1 automation map


Just need someone to review your plans and give you guidance on opening or managing your coworking space?

What can I get support on?

Here are some suggestions for things I can support you on!

  • Advisement on space size
  • Review of your location and setup
  • Financial analysis
  • Work flows
  • Branding and messaging of your space
  • How to build community
  • How to attract your first customers
  • Running events
  • Working with government
  • New revenue streams

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