Who this is for
Teams whose deals live in inboxes and spreadsheets — coaches, agencies, and local service businesses on GoHighLevel or HubSpot who can’t see their pipeline or get leads booked automatically.
The problem
Your CRM is a mess of unqualified leads and manual follow-ups, with no calendar wired in — so deals and booked calls slip through the cracks.
What we build
Leads come in, but nobody knows which are hot, and there’s no calendar to book them. Follow-up depends on memory. Deals quietly die in a spreadsheet nobody opens, and you find out a month later.
We design your pipeline around how you actually sell — stages, fields, ownership rules — then configure it in GoHighLevel or HubSpot with the automations that keep it clean (follow-up tasks, stage-change triggers, no-activity alerts) and a booking calendar that puts qualified leads straight onto your schedule, with reminders and no-show follow-up.
Every lead has a stage, an owner, and a next step — and books itself onto your calendar. You open one screen and see exactly where revenue is stuck, and your team stops letting deals slip because ‘nobody owned it’.
What you get
- A pipeline design document mapped to your real sales process — not a generic template
- Your CRM configured end to end on GoHighLevel or HubSpot: stages, custom fields, automation blueprints, and booking calendars
- Automated scheduling wired in — qualified leads book straight onto your calendar, with reminders and no-show follow-up
- A user guide your team can follow without a training session
- A QA checklist proving every automation and booking flow fires exactly as designed
Want to see the real thing before you commit? Grab a sample pack — actual files from a worked example, not mockups.
Pricing
$1,200 — fixed price, agreed before we start.
Ongoing support and optimization from $350/mo — entirely optional, cancel anytime.
Timeline: Live within 5 business days.
Priced between the marketplace median for CRM work ($500) and certified HubSpot / GoHighLevel implementation partners ($5,000-15,000).
Ways to work together
- Starter: CRM audit + pipeline stages + field setup + booking calendar
- Full build: full CRM build + automation sequences + scheduling/booking flows + video walkthrough
- Ongoing: managed CRM + automation upkeep + monthly pipeline review
Our guarantee
We agree an acceptance checklist at kickoff. If the setup doesn’t pass it, we keep fixing it at no extra cost.