Running a modern service-based business is more than just showing up—it’s about showing up consistently, professionally, and efficiently. That’s where branding meets automation. In our recent demo session, small business strategist and systems coach Rachel Lenz revealed how she streamlines her business with Xora marketing CRM, creating a cohesive brand experience without burning out.

Whether you’re a solo designer, a busy photographer, or a service pro ready to scale, this post shows you how to go beyond basic tools and use Xora to build a connected, automated workflow that saves hours and strengthens your brand.

Why Choose Xora Over Single-Use Tools?

Most small business owners use a patchwork of apps to manage bookings, invoices, emails, and branding. Xora consolidates many of those touchpoints into one streamlined platform, simplifying marketing, automations, and client communication. But just like with Dubsado or Notion, Xora works even better when connected to other smart tools in your stack.

Xora marketing CRM
Beyond the Basics: Smarter Workflows with Xora Marketing CRM 1

“Efficiency isn’t just about doing more—it’s about building systems that let you step back while your brand still shows up strong,” Rachel explained.

Meet the Tools in Rachel’s System: Xora marketing CRM

Here’s a quick breakdown of what powers her business automation:

  • Xora – Your all-in-one marketing and branding tool: email automation, custom forms, landing pages, lead capture, client workflows, and more.
  • Canva – For on-brand visual content like social graphics, guides, and lead magnets.
  • Google Sheets – Used to manage client data, analytics, and tracking in a shareable, filterable format.
  • Zapier – Connects Xora to hundreds of other apps for seamless automations—without writing a line of code.

The Workflow: From Lead to Loyal Client with Xora

Rachel shared a complete client flow that connects branding, communication, and delivery—from first contact to offboarding. Here’s how it works:

Step 1: Capture the lead with an Xora landing page

Create an on-brand landing page in Xora with a lead form that captures names, emails, and preferences. Add a compelling offer (free download, webinar, or consultation) to boost conversions.

Step 2: Trigger an email sequence via Xora automation

Once the lead is captured, Xora kicks off a pre-built welcome email sequence. Rachel uses this to introduce her services, share testimonials, and deliver the promised freebie—all beautifully branded.

💡 Branding tip: Use your custom fonts, colors, and logo in every email to reinforce trust and recognition.

Step 3: Add the lead to a Google Sheet using Zapier

Rachel uses Zapier to send new lead data from Xora into a Google Sheet for easy team access and tracking. This also feeds into her monthly analytics dashboard.

Step 4: Deliver branded content via Canva + Xora

Using Canva templates, she creates on-brand graphics and PDFs—like pricing guides or client onboarding kits—then shares them through Xora’s automated emails.

Step 5: Book and onboard via Xora forms + workflows

When a lead is ready to book, Xora workflows take over: sending contracts, onboarding forms, payment links, and calendar invites. All branded. All automated.

Why This Works (and Why It Matters for Branding)

What makes this system so powerful isn’t just the automation—it’s the consistency. Every email, landing page, and form is on-brand. Every step builds trust. Xora marketing CRM

And instead of spending hours sending reminders or uploading spreadsheets, Rachel has more time to create, connect, and grow.

“Automation is great. But branded automation is what really sets your business apart,” Rachel emphasized.

Ready to Try It?

We’ve made it easy to get started with Rachel’s exact system. Download free templates for:

getxora.com
Beyond the Basics: Smarter Workflows with Xora Marketing CRM 2
  • Xora email sequences
  • Lead capture landing pages
  • Canva-branded assets
  • Zapier zaps for Google Sheets integration

👉 Get the full toolkit at: getxora.com

Final Thoughts

Whether you’re just starting out or ready to refine your backend systems, Xora marketing CRM make it simple to scale without sacrificing your brand. From automations to beautiful client experiences, Xora is built to grow with you.

And remember: You don’t have to do everything all at once. Choose one workflow, implement it, and watch how much time—and stress—you save.

Want help setting it up?
Join our Xora Community or connect with a Certified Partner to get personalised guidance. Xora marketing CRM

Watch the full demo replay here: https://www.youtube.com/watch?v=AwOnNexX0qQ&t=51s