Your website, CRM, email marketing platform, forms, automations, and other digital tools should work together to move leads through your customer journey – not create more work for you.

Kopf Consulting provides hands-on technical support for the systems small businesses use to attract leads, communicate with their audience, onboard clients, and deliver their services.

Whether something needs to be set up, connected, repaired, maintained, or taken off your technical to-do list, you do not have to figure it out alone.

Does This Technical To-Do List Look Familiar?

  • Set up or reorganize a CRM
  • Move from one CRM or email marketing platform to another
  • Build or repair an email automation
  • Connect two platforms using Zapier, Integrately, or a native integration
  • Configure SPF, DKIM, or DMARC records
  • Troubleshoot forms, tags, workflows, or automations that are not working properly
  • Update and maintain a WordPress website
  • Set up a landing page, course, membership, or lead-generation tool
  • Review a new platform before investing more time or money
  • Complete the technical projects that keep falling to the bottom of your list

These are the types of tasks Kopf Consulting can help you troubleshoot, implement, and manage.

You do not have to know the technical name of the problem before contacting me. Explain what is happening or what you are trying to accomplish, and I will help determine whether it falls within my services and which support option may be appropriate.

Virtual Tech Assistance Services

Whether you need help setting up a new system, fixing something that is not working, or keeping your existing platforms running smoothly, Kopf Consulting provides support across the following areas:

CRM and Email Marketing Systems

Setup, automations, segmentation, forms, email authentication, troubleshooting, and ongoing maintenance for the systems you use to manage leads and communicate with your audience.

Automations and Integrations

Native integrations, Zapier, Integrately, automated workflows, and troubleshooting to help your systems share information and reduce repetitive manual tasks.

Websites and Lead-Generation Tools

WordPress maintenance, landing pages, forms, funnels, schedulers, checkout systems, and the tools used to collect, organize, and deliver new leads.

Courses, Memberships, and Client Platforms

Course and membership setup, client-management systems, onboarding technology, content delivery, platform connections, and troubleshooting.

Technical Troubleshooting and Ongoing Support

One-time troubleshooting, system reviews, platform maintenance, and flexible backup support when you need someone to step in and handle the technology.

Platforms and Systems I Have Supported

Throughout my 19+ years of experience, I have worked with a wide range of CRM, email marketing, website, automation, course, client-management, and digital marketing platforms.

Elementor
Duda
Gravity Forms
WishList Member
ClickFunnels
WebinarJam
Ontraport
Mailchimp
Hootsuite
Constant Contact
GoHighLevel
HoneyBook
Divi Themes
Flodesk
Libsyn
Zoom
SamCart
Thinkific
OptimizePress
17hats
FG Funnels
Integrately
DocuSign
Dubsado
Circle
IngramSpark
ClickUp
  Socialmonials
Podia
EverWebinar
ActiveCampaign
AWeber
Leadpages
SmarterQueue
WooCommerce
Shopify
Zapier
Wishpond
Squarespace
SocialBee
SiteGround
Descript
GetResponse
AccessAlly
Riverside
Wix
Kartra
ThriveCart
Postly
OnceHub
Skool
Brevo
Formly
TidyCal
  Kindle Direct
PublishDrive
Weebly
Bluehost
WordPress
Kajabi
Kit
Typeform
Interact Quiz
Buffer
Google Workspace
Spotify for Creators
Acuity Scheduling
Teachable
MemberVault
Visual Composer
WPBakery
Mighty Network
MailerLite
Keap
Thrive Themes
Asana
HubSpot
Unbounce
Substack
Beehiiv
Close CRM
…and so much more.

This is not a complete list. If your platform is not shown, contact me with the name of the software and a brief explanation of what you need completed.

Experience with a platform does not necessarily mean every request involving that software will fall within my services. I will review your inquiry and confirm whether I can provide the support you need.

Certified, Experienced Technical Support

My experience, certifications, and ongoing training support the work I perform in email marketing, CRM management, workflow automation, website maintenance, and digital business systems.

Certifications are only one part of the equation. I also bring extensive hands-on experience working inside the platforms small businesses use every day, troubleshooting problems, completing technical projects, and helping systems work together more effectively.

Find the Right Level of Support

Kopf Consulting offers several ways to receive technical assistance based on the type of project, the amount of support you need, and whether the work is one-time or ongoing.

Available support options include:

  • Temp Tech for one-time technical issues
  • Quick Gigs for specific preset projects
  • Pay As You Go support
  • Flex Support packages
  • Training and consulting
  • Workflow audits
  • Monthly maintenance
  • Custom technical projects

Not sure where your request fits? Schedule a consultation to discuss what is not working, what needs to be completed, and which support option may be the best fit for your business.


Certifications

Content Marketing Specialist Certified

Email Marketing Specialist Certified

Community Management Specialist Certified

Inbound Certified

MailChimp Certified

Email Automations Certified


Zapier Certified


Heard enough? Ready to get started?

Copyright: Image by StockUnlimited