Your follow-up shouldn’t depend on someone remembering.
I build the CRM and follow-up systems that catch every lead, reminder and referral automatically for service
businesses growing faster than their processes.
Client Flow Automation
Stop losing leads, referrals, appointments, and follow-up opportunities in the gaps.
Appointment reminders
Missed-call text-back
Inquiry and quote follow-up
Review and referral requests
Workflow & CRM Implementation
Turn messy processes into clear systems your team can actually use.
Workflow mapping
CRM setup or cleanup
Automation design
Team training and adoption
Visibility-to-Revenue Systems
Turn visibility, referrals, and conversations into real opportunities.
Podcast and speaking positioning
Outreach and booking support
Follow-up sequences
Visibility funnel strategy
Results
15+ years leading federal software and hardware programs valued at $150M+, with teams of 80+
$53M in operational efficiencies identified across those programs
Built the strategy and follow-up path for a client's virtual event that helped generate $20K+ MRR
Grew a client's Google review base from 30 to 100+ in two months through automated review capture
Placed a functional medicine physician on top-tier longevity podcasts, with positioning assets and a dedicated landing page
Testimonials
"I worked with Odette to get booked on high-quality podcasts that truly matched my audience, and she delivered. She helped us build strong positioning assets, guided my team through a podcast-specific landing page, and made the entire process smooth, stress-free, and strategic. Her guided expertise translated into real inbound interest."
- Dr. Aleksandra Gajer
Functional Medicine Physician, Founder of The Gajer Practice
"Working with Odette completely shifted how I saw my work and my value. She helped me transform my offer from low-ticket to high-value and clearly articulate the transformation I provide. That clarity elevated everything: my messaging, my confidence, and the way clients respond. My work finally feels positioned at the level it deserves.”
- Justin
Marketing Agency Entrepreneur
"I absolutely loved being part of the online event Odette so beautifully put together. The energy, intention, and flow were powerful, and I felt deeply supported throughout the entire experience. Stepping into the keynote role pushed me outside my comfort zone in all the right ways. Odette leads with clarity, care, and vision, and the impact of her work truly ripples outward.”
- Ellen Weir
Keynote Speaker & Author
ABOUT Automate and Scale
Automate and Scale was founded by Odette Cecilia Ponte, a revenue systems architect who spent 15+ years leading federal technology programs — $150M+ in software and hardware, teams of 80+, and $53M in operational efficiencies identified — before bringing that same discipline to growing businesses.
Odette helps businesses simplify operations, improve follow-up, adopt automation, and build systems their teams can actually use.
Her work combines strategic planning, workflow design, CRM and automation implementation, stakeholder coordination, and practical adoption support.
15+ years leading complex technology programs
Workflow, CRM, and automation implementation
Practical systems teams can actually use
If your follow-up depends on someone remembering, let's talk.