CRM & automation

CRM and automation built properly, then handed over

Pipelines, funnels, forms, calendars and automated follow-up in GoHighLevel, Airtable, Dubsado, Zapier or Make, set up so leads stop going cold because someone forgot. Six funnel builds delivered, each documented so your team can adjust them without me.


The problem

Why most GoHighLevel accounts sit half-built

  • × The account gets set up by someone who never documents it, so nobody dares change anything.
  • × Forms capture a name and an email, which is not enough to route or prioritise anything.
  • × Automations fire once and stop, so a lead who does not reply on day one is never contacted again.

The work

What a build includes

  • Pipelines that match how you actually sell, not the default template
  • Forms and surveys that capture what you need to quote
  • Automated follow-up sequences that keep going past the first message
  • Calendars, booking flows and reminders
  • Landing pages and funnels built inside the same account
  • A written handover so your team can run and change it

Proof

Work already delivered in this space

Every piece below shipped for a paying client. Tap any image to open it full size, or read the full case studies.

DeliveredFarm stay booking funnelThree Cedars Farmhouse
DeliveredPole barns and decks lead funnelGB Construction
DeliveredStrength and conditioning funnelFoundation Fitness
DeliveredFinancial coaching funnelFaith Driven Coaching

Questions

Before you get in touch

Do you only work in GoHighLevel?

No. Airtable, Dubsado, Zapier and Make as well. GoHighLevel suits service businesses that want the site, CRM and follow-up in one place, but it is not always the right answer.

Can you migrate what we already have?

Usually. Migrations take longer than a fresh build because everything gets documented as it moves, which is the point.

What happens if we stop working together?

You keep the account and the documentation. Nothing in the build depends on me still being around.

Also built in

The same work suits a lot of other businesses

The industry above is where most of the proof sits, but the underlying job — get found, capture the enquiry, follow it up — is the same everywhere.

  • Airtable
  • Dubsado
  • Zapier
  • Make
  • Shopify Flow
  • Google Workspace

Free guide

GoHighLevel setup checklist

Everything a proper CRM build includes, from pipelines to handover.

Let's find out if this is a fit

A free 15-minute call. We map where your time is going, and I tell you honestly whether I am the right person for it.

Book a free call Call now