After attending five days of training in sunny Santa Barbara, Alpha Zed Business Services ( earned their Ontraport Certified Expert status for the second year in a row.

Ontraport is a CRM and automation platform for businesses ready to scale, giving service providers all the tools you need for selling, marketing and managing a business. As certified experts, Alpha Zed Business Services can provide you with a 30-day free trial so you can check it out on your own, or if you prefer they have the expertise and access to resources to build out a system to automate your back-office business systems. They’ve recently set up the booking/onboarding/sales/email functionality for a local wedding and events venue.

Decades of working in administrative support and management roles have provided Alpha Zed Business Services with experience in process improvement, strategy, systems selection and implementation, organization, data and records management, forms design, spreadsheets and training.

Alpha Zed Business Services shares the love of spreadsheets, technology, automation and process improvement with those who know they need systems in their business but don’t have the time, talent or inclination to set those systems up themselves. Learn more at or by emailing