Automations
WEBSITE AUTOMATIONS
Klarna, Affirm and other payment plan options are available at checkout!
Important Service Notice
My IT Department will now serve as our primary service offering for businesses seeking structured, reliable, and scalable automation support.
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As of February 1st, 2026 - Patrick Tate will no longer be accepting new one on one tech partnerships or automation clients. All approved clients will be fully supported by a highly trained automation team personally developed and overseen by him. This team handles implementation, system management, and ongoing support with the same standards and frameworks used across Patrick Tate’s enterprise work.
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All clients and services are delivered to My IT Department after signup, then a dedicated automation team built, trained, and led by Patrick Tate will satisfy every request. You will still receive ongoing system support and professional automations on the same timely scale!
BASIC SETUP
Start Automating the Essentials. This is perfect for new business owners or those just getting started with systems, this bundle sets up the core automations every business needs to run smoothly and make a great first impression. With this package, I’ll connect your scheduler to your backend systems, automate onboarding, and help you nurture leads — so you can focus on growing while the tech handles the rest.
Included in your Basic Automation Setup:
1. Scheduler Integration – Automatically send Acuity appointments into your CRM as new leads
2. Lead Status Automation – Seamlessly move new contacts from “Lead” to “Onboarding Client”
3. Automated Onboarding Email – Triggered immediately after someone books
4. Branded Welcome Letter Automation – Sent with professionalism and polish
5. Nurturing Email Campaign Setup – Keep your leads warm and engaged
6. Email Templates + Custom Banner/Logo Design – Ready-to-send and fully branded
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This is a one-time setup built around your existing tools. I’ll plug in your systems, customize your flow, and make sure your brand is showing up professionally at every step.
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Timeline: 5–10 business days after receiving your credentials.
New Website & Advanced Automation Bundle!
We’ve teamed up with the incredible AshleyCanDesign.net to offer you a powerful done-for-you service that covers everything you need to launch or elevate your business online.
Here’s how it works:
🔹 Step 1: Custom Website Design & Branding
Ashley will build your website from scratch — fully functional, visually stunning, and tailored to your preferences. She’ll walk you through design options, color schemes, and content layouts to make sure it aligns with your vision. Need a logo or other brand visuals? She’s got you covered.
🔹 Step 2: Business Automation Setup
Once your site is complete, I step in to fully automate your backend: client flows, lead capture, email funnels, booking systems, and more. Whether you’re running a service business, coaching program, or digital product—I'll help you structure it for scale and simplicity.
After payment, you’ll receive two emails (one from Ashley, one from me) outlining the exact credentials we need to begin. We take care of the tech, so you can focus on growing your business.
Turnaround Time: 4-6 Weeks
ADVANCED SETUP
This is my full hands-on automation setup for serious entrepreneurs who want to stop juggling tasks and start running a business that works for them. With this one-time setup, I’ll build out the backend systems that save you time, convert leads, and keep clients engaged — all without you needing to touch a thing.
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Here’s what’s included in your Advanced Automation Buildout:
1. Formsite Setup – Custom lead or client intake forms
2. Automated CRM Flow – Lead status changes (Lead → Onboarding Client)
3. Onboarding Email + Branded Welcome Letter Automation
4. Nurturing Email Campaign Setup – With branded email banner/logo
5. Acuity Scheduling System – Availability, intake forms, reminders, and welcome calls
6. ManyChat Setup for Facebook DMs – Instant auto-responder
7. Voicemail Drop Automation – Pre-recorded messages delivered without ringing
8. Facebook Ads Setup – Basic campaign structure and creative support
9. Google Ads + SEO Optimization – Boost visibility and lead generation
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This is for business owners who are ready to scale with real systems.
No piecemeal, no templates — just done-for-you execution from someone who does this daily. -
Timeline: 7–14 business days after receiving your credentials.
AUTOMATION MASTERCLASS BUNDLE
Learn to Code. Automate Anything.
Get Hired.
This all in one bundle gives you full access to the exact systems, strategies, and workflows I use to build, deploy, and manage real automation infrastructure for real businesses.
You are not just learning theory. You are being trained on a production level skillset that is actively used inside my company and across my client ecosystem.
What’s Inside:
1. Basic Automation Course
2. Advanced Refresher Course
3. Full Automation Masterclass
4. Two 4 Hour Marketing Webinars
5. Self paced format with lifetime access
6. Direct support in private Facebook group
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Once you complete the training and demonstrate proficiency, you become eligible to receive live client work from my team. Qualified students are paid $750+ per assigned client, giving you a clear path from education into real income and real project experience.
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This program is designed for people who want more than knowledge. It is built for those who want to turn a high value technical skill into consistent paid work inside a growing automation agency.
