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Services

CRM & HighLevel Setup and Automation

A CRM that actually gets used: pipelines, follow-up and automations set up around how you sell.

What it is

Built for owners losing leads between the form, the inbox and the follow-up.

We map how leads come in and how you sell, then set up HighLevel (or your existing CRM) with our technical partners: pipelines, forms, follow-up sequences and simple reporting.

What you get

Sales Process Map
A picture of how leads come in and move to a signed client.
Configured CRM
Pipelines, forms and tags set up in HighLevel or your existing CRM.
Follow-up Automations
Emails and texts that go out on time so leads don't go cold.
Team Hand-off Guide
A short guide and walkthrough so your team actually uses it.

What's included

  • Sales process mapping
  • Pipelines, forms and tags
  • Follow-up automations
  • Simple reporting you'll actually read

How it works

  1. 1Map your process
  2. 2Set up
  3. 3Automate follow-up
  4. 4Hand-off and training

Other ways to work with us