Putting Your Business Puzzle Together
Piece by Piece
When you've outgrown spreadsheets and sticky notes - we build the tech foundation to scale your business.
🧩 Does this sound like you?
You’ve been in business long enough to know what’s working - and what’s holding you back.
You’ve got the clients. The vision. The drive.
But behind the scenes, your marketing systems feel… scattered.
You're juggling a dozen tools (half of which you’re not sure are even doing anything), trying to DIY funnels, email automations, CRMs, or your online course platform — all while serving your clients and running the day-to-day.
You’re not lazy. You’re busy.
And frankly, you’re tired of wasting time Googling how to make your systems work together.
That’s where we come in.
At Puzzle Perfect, we help small business owners like you put the tech puzzle together — piece by piece — with strategy, simplicity, and support.
Whether you want it built for you, or you want to learn how to manage it yourself, we’ll meet you where you are and help you scale with systems that actually make sense.
How We Put The Pieces Together
To grow with less stress, you don’t need more tools —
you need the right ones, working together.
Customer Relations (CRM)
A powerful CRM to track leads, clients, and sales — all in one place.
Organize contacts, segment your audience, track every interaction, and follow up without dropping the ball. From your first lead to your best repeat client, every detail stays connected and easy to manage.
Calendar Scheduler
Book calls and appointments without the back-and-forth.
Your calendar handles confirmations, reminders, follow-ups, reschedules, and cancellations — automatically. You stay organized, your clients stay informed, and no one misses a thing.
Website/Funnel Builder
Create landing pages, lead magnets, and opt-ins that convert.
We help you design pages that look great and work even better — whether you're collecting emails, promoting a freebie, or guiding someone into a sales funnel. Connected to your CRM and automation tools, every click moves your leads closer to becoming clients.
Messaging System
Email, text, and call — all from one dashboard.
Stay connected with your audience using automated or personalized messages across multiple channels. From welcome emails to appointment reminders and check-in texts, your communications stay timely, consistent, and professional.
Smart Automations
Let your systems run while you focus on what you do best.
We connect all the pieces so your tech talks to each other — think lead captures triggering welcome emails, bookings syncing with your calendar, and follow-ups happening without lifting a finger. It’s your business, on autopilot (the good kind).
Membership Portal
Host your digital content, trainings, or private communities in one organized space.
Whether you're offering a paid course, free resource library, or VIP client area, we’ll set up a branded portal that’s secure, streamlined, and easy for your audience to navigate — no extra logins or confusing tech required.
Social Media Scheduler
Plan, post, and stay present - without being online 24/7.
Schedule content to your business pages on Facebook, Instagram, and LinkedIn all from one place. Best part? Direct messages from FB and IG land right into your CRM so you never miss and lead or conversation.
Your Puzzle Perfect Journey
Replace the duct tape with a complete puzzle that does it all.
Still juggling a stack of software subscriptions that don’t quite fit together?
Spending hundreds (maybe thousands) every month just to keep your business running?
We get it — and we’ve been there. That’s why we help small business owners simplify their tech and bring all the essential pieces into one streamlined platform.
With Puzzle Perfect, you can confidently replace:
HubSpot, Salesforce, or Ontraport for your CRM
Calendly or Acuity for scheduling
ClickFunnels or Squarespace for funnels and websites
Kajabi or Teachable for your courses and memberships
ConvertKit or Mailchimp for email marketing
It’s not just about saving money (though that’s a bonus).
One smart system where everything clicks into place.
