What we build
Every project starts with understanding how your business actually works. Then we build systems that match that reality.
GHL CRM Architecture & Rebuilds
End-to-end CRM design for businesses that need their data model to match how they actually operate.
What it includes
- Pipeline design mapped to your sales process
- Custom fields, tags, and lifecycle stages
- Opportunity tracking with clean handoffs
- Contact deduplication and data hygiene
- Documentation of all logic and naming conventions
Who it's for
Agencies, clinics, and service businesses with complex sales cycles or multiple service lines.
Typical outcomes
Clear pipeline visibility. Fewer missed follow-ups. Team knows where every lead stands.
What you need from the client
Access to your GHL account, current process documentation (or a working session to map it), and stakeholder buy-in on data structure.
Automation Workflows (GHL + n8n)
Multi-step automations that trigger reliably, handle edge cases, and don't spam your team or customers.
What it includes
- Lead nurture sequences with conditional branching
- Appointment booking and reminder flows
- SMS and email campaigns with timing logic
- Webhook integrations (Stripe, Calendly, custom APIs)
- Error handling and fallback paths
- n8n workflows for advanced data transformation
Who it's for
Teams running high-volume lead gen, appointment-based businesses, or anyone tired of broken Zapier chains.
Typical outcomes
Consistent follow-up. Faster lead response. Less manual work. Automations you can trust.
What you need from the client
Clear definition of desired outcomes, access to all platforms involved, and test contacts/data.
AI Assistants + Conversational Logic
Voice and SMS assistants that qualify leads, book appointments, and hand off to humans at the right moment.
What it includes
- Retell AI or Vapi voice assistant configuration
- Conversational flow design with qualification criteria
- Calendar integration and booking logic
- SMS handoff workflows
- Prompt engineering for natural responses
- Call logging and transcript review setup
Who it's for
Service businesses that get repetitive inbound calls or want to pre-qualify leads before human contact.
Typical outcomes
Fewer unqualified calls reaching your team. Higher booking rates. 24/7 lead capture.
What you need from the client
Sample call scripts, calendar access, and a list of disqualifying factors.
Systems Audit & Optimization
We reverse-engineer your current setup, identify what's broken, and give you a prioritized fix list.
What it includes
- Full workflow and automation review
- Data model analysis (duplicates, missing fields, poor tagging)
- Integration health check
- Performance report with specific issues flagged
- Recommended fixes ranked by impact
- 30-minute debrief call
Who it's for
Anyone inheriting a messy GHL account, experiencing dropped leads, or just sensing something is off.
Typical outcomes
You know exactly what's wrong and what to fix first.
What you need from the client
Admin access to GHL (view-only is fine for initial audit), and a brief on what's not working.
Start with an audit
Not sure what you need? A Systems Audit gives you a complete picture of what's working, what's broken, and what to prioritize. Fixed price, delivered in one week.
Request an Audit