From yes to your first live pipeline. Here is exactly how we start, day by day. No mystery, no drift. You watch it come together in real time.
Kickoff call to align on goals and priorities. I send the onboarding checklist and we gather account access, logins, brand assets, and contacts. Your shared tracker goes live so you can see progress in real time.
Your GHL sub-account gets configured: custom fields, tags, user roles, calendars, and sending domain. Your multi-page website built and launched. This is the groundwork everything else runs on.
Your primary pipeline built stage by stage, with lead capture and instant response wired in. The engine starts catching leads while I build out the rest. You stop leaking before the system is even finished.
Missed-call text-back activated. Core email and SMS follow-up sequences built and tested. Booking calendars connected. The follow-up that used to live in your head now runs on its own.
Your two-way integration bridge stood up and tested, whether that is your CRM, LOS, booking tool, or payment system. First reporting dashboard live. Review call to walk what is built and confirm direction before we continue into the full scope.
Book the call, and we map your first two weeks against your actual business. You will know exactly what week one looks like before you commit a dollar.
Book Your Automation Roadmap Session →