Kopf Consulting | Virtual Tech Assistance

Kopf Consulting provides hands-on technical support for entrepreneurs and small businesses that need their systems to work together without spending hours figuring out the technology themselves.

With more than 19 years of experience supporting small businesses, we work with CRM and email marketing systems, workflow automation, integrations, client onboarding, forms, funnels, and other backend business technology.

As a Zapier Solution Partner, we use Zapier to connect the tools businesses are already using and automate the movement of information between them. This may include connecting lead forms with CRMs, moving contacts between client management and email marketing systems, applying tags or updating records based on client activity, triggering follow-up after contracts or payments, and troubleshooting workflows that are no longer working as expected.

Our Zapier work has included integrations between systems such as 17hats and Kit, Podio and Keap, ManyChat and Kit, as well as workflows involving CRMs, email marketing platforms, payment systems, schedulers, forms, and other business software.

We regularly work with platforms including Keap, Kit, Mailchimp, GoHighLevel, ActiveCampaign, Ontraport, HoneyBook, Dubsado, 17hats, WordPress, Squarespace, and many others.

Our focus is practical implementation: understanding what needs to happen, determining how your systems should communicate, building and testing the workflow, and making sure the automation supports the way your business actually operates.