For the entrepreneur building a legacy, not just a list.
For the entrepreneur building a legacy, not just a list.
For the entrepreneur building a legacy, not just a list.
BUILD A LEGACY.
NOT just a list.
We Build
CRM & email systems
We Build
CRM & email systems
FOR Entreprenuers
Driven bY iMPACT
FOR Entreprenuers
Driven bY iMPACT
APPROACH
APPROACH
APPROACH
You Didn’t Start a Business to stress over email strategy.
But email is powerful. It’s the bridge between you and your audience, letting you connect, nurture, and grow your business steadily and intentionally. We design systems that reflect your unique voice, organize your backend, and help you stay connected.
WHY EMAIL + CRM
WHY EMAIL + CRM
WHY EMAIL + CRM
THE INVISIBLE ENGINE
behind your brand
Your email list is more than just contacts. It’s one of your business’s most valuable assets. It’s where relationships are built, sales happen, and customers stay connected.
Email Makes You Money. Period.
On average, email returns $36–$40 for every $1 spent which is better than ads, better than social, better than guessing. We build flows that guide people toward your offers, events, or services with clarity and intention.
Email Makes You Money. Period.
On average, email returns $36–$40 for every $1 spent which is better than ads, better than social, better than guessing. We build flows that guide people toward your offers, events, or services with clarity and intention.
Email Makes You Money. Period.
On average, email returns $36–$40 for every $1 spent which is better than ads, better than social, better than guessing. We build flows that guide people toward your offers, events, or services with clarity and intention.
Email Makes You Money. Period.
On average, email returns $36–$40 for every $1 spent which is better than ads, better than social, better than guessing. We build flows that guide people toward your offers, events, or services with clarity and intention.
You own it. No landlord.
Instagram, TikTok, Facebook? Not yours. They can change the rules, kill your reach, or ban your account. Your email list = your people, your rules.
You own it. No landlord.
Instagram, TikTok, Facebook? Not yours. They can change the rules, kill your reach, or ban your account. Your email list = your people, your rules.
You own it. No landlord.
Instagram, TikTok, Facebook? Not yours. They can change the rules, kill your reach, or ban your account. Your email list = your people, your rules.
You own it. No landlord.
Instagram, TikTok, Facebook? Not yours. They can change the rules, kill your reach, or ban your account. Your email list = your people, your rules.
Nurture Your Loyal Buyers
They already said yes. These are the people most likely to engage, buy again, and stay with your brand for the long run. It’s your move now. Nurture, connect, and grow with them.
Nurture Your Loyal Buyers
They already said yes. These are the people most likely to engage, buy again, and stay with your brand for the long run. It’s your move now. Nurture, connect, and grow with them.
Nurture Your Loyal Buyers
They already said yes. These are the people most likely to engage, buy again, and stay with your brand for the long run. It’s your move now. Nurture, connect, and grow with them.
Nurture Your Loyal Buyers
They already said yes. These are the people most likely to engage, buy again, and stay with your brand for the long run. It’s your move now. Nurture, connect, and grow with them.
EMAILS THAT ACTUALLY WORK
EMAILS THAT ACTUALLY WORK
EMAILS THAT ACTUALLY WORK
EMAILS THAT ACTUALLY WORK
Real Systems.
Real Wins.
Take a peek at what we’ve built for founders and teams who wanted out of the email weeds.
Our Services
Our Services
Our Services
Our Services
OUR CORE
seRVICES
We meet you where you are today, with scalable systems designed to grow with your business.
Click each service to see how we support founders and small teams with streamlined systems and smarter email marketing.
A 3-email sequence with automation setup to get you up and running fast, reclaiming lost leads with ease.
A complete CRM and email system designed to organize your backend, automate follow-ups, and streamline your workflow.
Deep, collaborative support to create advanced automations, optimize your client experience, and provide strategic guidance every step of the way.
A 3-email sequence with automation setup to get you up and running fast, reclaiming lost leads with ease.
A complete CRM and email system designed to organize your backend, automate follow-ups, and streamline your workflow.
Deep, collaborative support to create advanced automations, optimize your client experience, and provide strategic guidance every step of the way.
A 3-email sequence with automation setup to get you up and running fast, reclaiming lost leads with ease.
A complete CRM and email system designed to organize your backend, automate follow-ups, and streamline your workflow.
Deep, collaborative support to create advanced automations, optimize your client experience, and provide strategic guidance every step of the way.
A 3-email sequence with automation setup to get you up and running fast, reclaiming lost leads with ease.
A complete CRM and email system designed to organize your backend, automate follow-ups, and streamline your workflow.
Deep, collaborative support to create advanced automations, optimize your client experience, and provide strategic guidance every step of the way.
WHY IT WORKS
WHY IT WORKS
WHY IT WORKS
WHY IT WORKS
Our Approach = Strategic Simplicity
We don’t just plug in templates. Instead, we craft systems that align with your voice, match your goals, and grow with your business so you can focus on what matters most.
1
Consultation
We kick things off with a strategy call to clarify your goals, audience, and messaging so we can map the right path forward.
1
Consultation
We kick things off with a strategy call to clarify your goals, audience, and messaging so we can map the right path forward.
1
Consultation
We kick things off with a strategy call to clarify your goals, audience, and messaging so we can map the right path forward.
1
Consultation
We kick things off with a strategy call to clarify your goals, audience, and messaging so we can map the right path forward.
2
Strategy
You’ll get a custom roadmap based on your needs. We outline every email flow, tag, and segment to keep things clear and intentional.
2
Strategy
You’ll get a custom roadmap based on your needs. We outline every email flow, tag, and segment to keep things clear and intentional.
2
Strategy
You’ll get a custom roadmap based on your needs. We outline every email flow, tag, and segment to keep things clear and intentional.
2
Strategy
You’ll get a custom roadmap based on your needs. We outline every email flow, tag, and segment to keep things clear and intentional.
3
Execution
We handle the heavy lifting. From copywriting to automation setup, our team builds everything out and tests it thoroughly.
3
Execution
We handle the heavy lifting. From copywriting to automation setup, our team builds everything out and tests it thoroughly.
3
Execution
We handle the heavy lifting. From copywriting to automation setup, our team builds everything out and tests it thoroughly.
3
Execution
We handle the heavy lifting. From copywriting to automation setup, our team builds everything out and tests it thoroughly.
4
Optimization
We fine-tune the system with real-time edits and testing. Depending on your package, we may also monitor and refine performance.
4
Optimization
We fine-tune the system with real-time edits and testing. Depending on your package, we may also monitor and refine performance.
4
Optimization
We fine-tune the system with real-time edits and testing. Depending on your package, we may also monitor and refine performance.
4
Optimization
We fine-tune the system with real-time edits and testing. Depending on your package, we may also monitor and refine performance.
5
Final Delivery & Support
We walk you through the entire system, provide documentation, and stay available for light edits or questions after launch.
5
Final Delivery & Support
We walk you through the entire system, provide documentation, and stay available for light edits or questions after launch.
5
Final Delivery & Support
We walk you through the entire system, provide documentation, and stay available for light edits or questions after launch.
5
Final Delivery & Support
We walk you through the entire system, provide documentation, and stay available for light edits or questions after launch.
Strategic Foundations of Heart & Zen
Strategic Foundations of Heart & Zen
Strategic Foundations of Heart & Zen
Strategic Foundations of Heart & Zen
Our Strategy Pillars
Every system we build is backed by intentional strategy, designed to grow your list, nurture your audience, and convert more leads into loyal clients.
Audience Segmentation
We organize your list by behavior, interest, and stage so every message hits the right inbox at the right time.
Audience Segmentation
We organize your list by behavior, interest, and stage so every message hits the right inbox at the right time.
Audience Segmentation
We organize your list by behavior, interest, and stage so every message hits the right inbox at the right time.
Audience Segmentation
We organize your list by behavior, interest, and stage so every message hits the right inbox at the right time.
Email Journey Mapping
From welcome to re-engagement, we map the key paths your subscribers take so no one falls through the cracks.
Email Journey Mapping
From welcome to re-engagement, we map the key paths your subscribers take so no one falls through the cracks.
Email Journey Mapping
From welcome to re-engagement, we map the key paths your subscribers take so no one falls through the cracks.
Email Journey Mapping
From welcome to re-engagement, we map the key paths your subscribers take so no one falls through the cracks.
Offer & Funnel Strategy
We build flows that guide people toward your paid offers, events, or services with structure and clarity.
Offer & Funnel Strategy
We build flows that guide people toward your paid offers, events, or services with structure and clarity.
Offer & Funnel Strategy
We build flows that guide people toward your paid offers, events, or services with structure and clarity.
Offer & Funnel Strategy
We build flows that guide people toward your paid offers, events, or services with structure and clarity.
Content Planning
Need to know what to send and when? We help you plan your emails for consistency, clarity, and conversions.
Content Planning
Need to know what to send and when? We help you plan your emails for consistency, clarity, and conversions.
Content Planning
Need to know what to send and when? We help you plan your emails for consistency, clarity, and conversions.
Content Planning
Need to know what to send and when? We help you plan your emails for consistency, clarity, and conversions.
Lifecycle Marketing
Whether someone is brand-new or has been with you for years, we build flows that keep the relationship growing.
Lifecycle Marketing
Whether someone is brand-new or has been with you for years, we build flows that keep the relationship growing.
Lifecycle Marketing
Whether someone is brand-new or has been with you for years, we build flows that keep the relationship growing.
Lifecycle Marketing
Whether someone is brand-new or has been with you for years, we build flows that keep the relationship growing.
Analytics & Refinement
Every setup includes tracking basics so you can see what’s working and make improvements as you go.
Analytics & Refinement
Every setup includes tracking basics so you can see what’s working and make improvements as you go.
Analytics & Refinement
Every setup includes tracking basics so you can see what’s working and make improvements as you go.
Analytics & Refinement
Every setup includes tracking basics so you can see what’s working and make improvements as you go.
Templates Got You Started. We Take You Further.
Templates Got You Started. We Take You Further.
Custom-coded emails for modern brands
Custom-coded emails for modern brands
Custom-coded emails for modern brands
Custom-coded emails for modern brands
Built to scale, designed to perform
Built to scale, designed to perform
Built to scale, designed to perform
Built to scale, designed to perform
ABOUT HEART & ZEN
ABOUT HEART & ZEN
ABOUT HEART & ZEN
ABOUT HEART & ZEN
Meet THE Heart
Behind the Zen
At Heart & Zen, we get it. Running your own business is already a lot. By the time you’ve handled operations, social media, and everything else, you’re tapped out.
Then there’s email marketing and CRM. Following up with clients, sharing your latest product, promoting your next event — it all adds up. And trying to figure out the tech, design custom emails, or set up automations? That’s one more thing you didn’t sign up for.
That’s where we come in. We take the tech burden off your hands and build systems that actually work for you.
Faq
Faq
Faq
Faq
We Have Answers
Got questions? We've covered the most common ones so you can move forward with clarity and confidence.
Do I need a list already?
You’ll get the most out of our services if you already have an email list, even a small one. You don’t need thousands of contacts — a list of around 500 subscribers is a great starting point. If you’re just beginning to build your list, we can guide you on how to grow it the right way. The key is having an audience we can engage, nurture, and convert.
What email platform do you recommend?
We match the platform to your business. Klaviyo for e-commerce, ActiveCampaign for operations-heavy businesses, Kajabi for course creators, and ConvertKit for small businesses or solo brands. If you’re not sure, we’ll help you choose what fits best.
Can you help with custom email design?
Yes, we offer custom-coded or designed emails so your marketing looks as good as it works. Whether you want branded templates or completely custom layouts, we’ve got you covered.
Is there support after setup?
Yes. Our 90-Day Partnership includes ongoing strategy and implementation.
How long will it take to get results?
Email marketing is a long game, and results come with consistency. While some clients start seeing engagement and clarity within the first few weeks, the real impact builds over time as your system nurtures your audience and supports your bigger vision.
What if I change my audience or focus?
No problem. Your setup will be flexible and easy to adjust. If needed, we can plan a quick refresh later based on your evolving direction.
Why can’t I just use social media instead?
Social media is great for visibility, but you don’t own those platforms — and you don’t control who sees your posts. With email, you’re building direct relationships on a channel you own. It’s where your most loyal customers live, and it consistently delivers better sales results.
What’s the value of having a CRM?
A CRM keeps all your contacts, follow-ups, and automations organized so nothing slips through the cracks. It helps you build trust, stay on top of opportunities, and scale without the overwhelm.
What makes your approach different from DIY templates?
Templates can get you started, but they can’t give you strategy, custom design, or systems that fit your unique business. We build email and CRM systems that work for you — so you’re not just sending emails, you’re creating connections that drive sales.
Do I need a list already?
You’ll get the most out of our services if you already have an email list, even a small one. You don’t need thousands of contacts — a list of around 500 subscribers is a great starting point. If you’re just beginning to build your list, we can guide you on how to grow it the right way. The key is having an audience we can engage, nurture, and convert.
What email platform do you recommend?
We match the platform to your business. Klaviyo for e-commerce, ActiveCampaign for operations-heavy businesses, Kajabi for course creators, and ConvertKit for small businesses or solo brands. If you’re not sure, we’ll help you choose what fits best.
Can you help with custom email design?
Yes, we offer custom-coded or designed emails so your marketing looks as good as it works. Whether you want branded templates or completely custom layouts, we’ve got you covered.
Is there support after setup?
Yes. Our 90-Day Partnership includes ongoing strategy and implementation.
How long will it take to get results?
Email marketing is a long game, and results come with consistency. While some clients start seeing engagement and clarity within the first few weeks, the real impact builds over time as your system nurtures your audience and supports your bigger vision.
What if I change my audience or focus?
No problem. Your setup will be flexible and easy to adjust. If needed, we can plan a quick refresh later based on your evolving direction.
Why can’t I just use social media instead?
Social media is great for visibility, but you don’t own those platforms — and you don’t control who sees your posts. With email, you’re building direct relationships on a channel you own. It’s where your most loyal customers live, and it consistently delivers better sales results.
What’s the value of having a CRM?
A CRM keeps all your contacts, follow-ups, and automations organized so nothing slips through the cracks. It helps you build trust, stay on top of opportunities, and scale without the overwhelm.
What makes your approach different from DIY templates?
Templates can get you started, but they can’t give you strategy, custom design, or systems that fit your unique business. We build email and CRM systems that work for you — so you’re not just sending emails, you’re creating connections that drive sales.
Do I need a list already?
You’ll get the most out of our services if you already have an email list, even a small one. You don’t need thousands of contacts — a list of around 500 subscribers is a great starting point. If you’re just beginning to build your list, we can guide you on how to grow it the right way. The key is having an audience we can engage, nurture, and convert.
What email platform do you recommend?
We match the platform to your business. Klaviyo for e-commerce, ActiveCampaign for operations-heavy businesses, Kajabi for course creators, and ConvertKit for small businesses or solo brands. If you’re not sure, we’ll help you choose what fits best.
Can you help with custom email design?
Yes, we offer custom-coded or designed emails so your marketing looks as good as it works. Whether you want branded templates or completely custom layouts, we’ve got you covered.
Is there support after setup?
Yes. Our 90-Day Partnership includes ongoing strategy and implementation.
How long will it take to get results?
Email marketing is a long game, and results come with consistency. While some clients start seeing engagement and clarity within the first few weeks, the real impact builds over time as your system nurtures your audience and supports your bigger vision.
What if I change my audience or focus?
No problem. Your setup will be flexible and easy to adjust. If needed, we can plan a quick refresh later based on your evolving direction.
Why can’t I just use social media instead?
Social media is great for visibility, but you don’t own those platforms — and you don’t control who sees your posts. With email, you’re building direct relationships on a channel you own. It’s where your most loyal customers live, and it consistently delivers better sales results.
What’s the value of having a CRM?
A CRM keeps all your contacts, follow-ups, and automations organized so nothing slips through the cracks. It helps you build trust, stay on top of opportunities, and scale without the overwhelm.
What makes your approach different from DIY templates?
Templates can get you started, but they can’t give you strategy, custom design, or systems that fit your unique business. We build email and CRM systems that work for you — so you’re not just sending emails, you’re creating connections that drive sales.
Do I need a list already?
You’ll get the most out of our services if you already have an email list, even a small one. You don’t need thousands of contacts — a list of around 500 subscribers is a great starting point. If you’re just beginning to build your list, we can guide you on how to grow it the right way. The key is having an audience we can engage, nurture, and convert.
What email platform do you recommend?
We match the platform to your business. Klaviyo for e-commerce, ActiveCampaign for operations-heavy businesses, Kajabi for course creators, and ConvertKit for small businesses or solo brands. If you’re not sure, we’ll help you choose what fits best.
Can you help with custom email design?
Yes, we offer custom-coded or designed emails so your marketing looks as good as it works. Whether you want branded templates or completely custom layouts, we’ve got you covered.
Is there support after setup?
Yes. Our 90-Day Partnership includes ongoing strategy and implementation.
How long will it take to get results?
Email marketing is a long game, and results come with consistency. While some clients start seeing engagement and clarity within the first few weeks, the real impact builds over time as your system nurtures your audience and supports your bigger vision.
What if I change my audience or focus?
No problem. Your setup will be flexible and easy to adjust. If needed, we can plan a quick refresh later based on your evolving direction.
Why can’t I just use social media instead?
Social media is great for visibility, but you don’t own those platforms — and you don’t control who sees your posts. With email, you’re building direct relationships on a channel you own. It’s where your most loyal customers live, and it consistently delivers better sales results.
What’s the value of having a CRM?
A CRM keeps all your contacts, follow-ups, and automations organized so nothing slips through the cracks. It helps you build trust, stay on top of opportunities, and scale without the overwhelm.
What makes your approach different from DIY templates?
Templates can get you started, but they can’t give you strategy, custom design, or systems that fit your unique business. We build email and CRM systems that work for you — so you’re not just sending emails, you’re creating connections that drive sales.
Contact
Contact
Contact
Contact
LET'S TALK EMAIL
Not sure where to start?
Just book a call and we’ll walk you through it.
Not sure where to start?
Just book a call and we’ll walk you through it.
Not sure where to start?
Just book a call and we’ll walk you through it.
Not sure where to start?
Just book a call and we’ll walk you through it.