Traders Blueprint

Traders Blueprint
CRM
Email Marketing
Operations
Payments
Website
Dashboards

Client

Traders Blueprint

Challenge

Traders Blueprint was looking to streamline operations as their swing trading community grew past 500 members. Managing payments, platform access, and communication manually was no longer sustainable.

Approach

We automated the full member journey — from Stripe payments to instant access to Discord and Kajabi. Set up email flows via ActiveCampaign and took over management of the website. Currently supporting the team with ongoing operational support.

Tools used

Stripe, Kajabi, Discord, ActiveCampaign, Webflow. WebinarJam, Airtable, Fillout, Make

Traders Blueprint Make.com Example
Traders Blueprint Fillout Example

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Your business deserves better systems

If your operations still rely on spreadsheets, DMs and manual steps — it’s time for an upgrade. We’ll help you automate what matters, fast.
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Let’s build something useful.

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