For small businesses / CRM
CRM setup, audit and automation
A CRM that is set up properly, so no lead sits untouched
I build pipelines, booking calendars, forms and automations in your CRM, or audit an account that has grown messy and fix what is costing you leads. If you are already on GoHighLevel, HubSpot or Housecall Pro, I work inside the account you have.
Audit from
$750
Setup from
$1,500
An audit starts at $750 and is credited toward any build booked within 30 days. A CRM setup starts at $1,500. Monthly pipeline and CRM management is part of Pro.
Owners ask for this when
Leads arrive from five places and nobody is sure who followed up.
The CRM was set up years ago and half the automations no longer fire.
Revenue is leaking somewhere between the first inquiry and the booked job.
How an audit and build runs
1
I review your account and your lead sources, with the hours capped up front.
2
You get a short list of leaks in priority order, such as slow replies, stalled quotes and customers nobody has contacted.
3
You approve the plan before anything is changed in your account.
4
I build the fixes one at a time, starting with how fast a new lead gets a reply.
5
Every workflow is tested end to end and recorded in a short walkthrough video for your team.
6
On a managed plan I keep the pipeline clean each month and report what changed.
Workflows I build
Pipelines and stages that match how you sell
Booking calendars with reminders and no-show follow-up
Web forms and Meta or Google lead ads feeding the CRM instantly
Speed-to-lead alerts to your phone
WhatsApp and text flows that answer new leads' questions
Pipeline cleanup and duplicate removal
One inbox for calls, texts, email and social messages
Course and membership access tied to payment
Works with
GoHighLevelHubSpotSalesforceHousecall ProMeta lead formsWhatsApp
Start with an audit of the account you have
The hours are agreed before I begin, and you keep the findings whether or not I do the build.