Directory/Lumina Advisory
Lumina Advisory

Lumina Advisory

Accepting new clients
Silver
Indiana
  • Silver
Solution Partner Company Size
  • 1 employee (solopreneur)
Project Budget
  • $501 - $1,000
  • $1,001 to $5,000
  • $5,001 - $10,000
Minimum Spend
  • Minimum spend of $1,000
Free Discovery Call
  • Yes
Services
  • Building an automation, workflow, business process or a Zap
  • Fixing a few Zaps (1-10 Zaps)
  • Fixing multiple Zaps (10+ Zaps)
  • Learning more about Zapier before signing up
  • Setting up and implementing Zapier
Service Regions
  • North America (Canada & United States)
Language
  • English
Tools Most Commonly Worked With
  • Acuity Scheduling
  • Facebook
  • Google Suite
  • HubSpot
  • Harvest
Industries Primarily Served
  • Banking & Financial Services
  • Education & Training
  • Government & Public Services
  • Human Resources
  • IT Services
Employee Size Primarily Served
  • 1-10
  • 11-50
  • 51-250

Certified Zapier partner helping SMBs and franchise operators automate the right way — clean workflows, real adoption, no wasted spend.

Lumina Advisory is a vendor-neutral technology advisory firm based in Lafayette, Indiana, serving small businesses, franchise networks, and multi-location operators across the U.S. and Canada.

We're a Zapier Solution Partner — and that means more than knowing how to build a Zap. We help clients figure out what actually needs to be automated, why their current workflows are breaking down, and how Zapier fits into their broader tech stack before we build anything.

What we help with:

  • Connecting CRMs, forms, scheduling tools, and SaaS platforms so data stops falling through the cracks
  • Replacing manual admin work — lead routing, notifications, follow-ups, and reporting
  • Building multi-step automations across complex stacks as part of a full tech audit and procurement engagement
  • Driving real adoption so your team actually uses what gets built

Who we work with:

SMBs, franchise brands, and multi-location operators who are tired of vendor-pushed solutions and tech that doesn't talk to each other. If you're making fast growth decisions without a dedicated IT function, that's exactly who we built this for.

How it works:

Engagements start with a free discovery call — no pressure, no pitch. From there, we offer a one-time Tech Audit + Procurement starting at $950, hourly Per Diem Advisory starting at $95/hr, or a Monthly Retainer starting at $650/month for ongoing support.

We sit on your side of the table. Always.

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