CRM & Pipeline Setup
Your CRM should match how you actually sell. Most don't. I fix that.
I've built and rebuilt GoHighLevel accounts for service businesses of all kinds. You get a CRM that matches your real sales process instead of a default template, and the automations to make sure no lead falls through the cracks.
What you get
Everything in the build
- Pipelines built around your offer
- Calendars + intake forms + payments
- Triggered follow-ups for every stage
- Loom walkthroughs for your team
How it works
A short, transparent process.
No two-month discovery phases. We move.
Step 1
Map your sale
Whiteboard your real sales process: where leads come in, what 'qualified' means, what closes them, what handoff looks like.
Step 2
Build inside GHL
Pipelines, calendars, intake forms, payment flows, follow-up automations, reporting dashboards.
Step 3
Train + hand off
Loom walkthroughs for every workflow. Your team can run the system without me on standby.
Fit check
Is this the right starting point?
Right fit if
- You're on (or moving to) GoHighLevel
- Your current pipeline is one stage called 'Working' with 400 cards
- You want a system, not a stack of disconnected tools
Not yet if
- You're locked into a vertical CRM (kvCORE, Follow Up Boss) and can't move
- You want a heavily customized HubSpot Enterprise build
- You're allergic to documentation; this build comes with a Loom for every workflow
The straight answer
Timeline and investment.
Timeline
2 to 4 weeks for a full build. Quick-fix rebuilds in about 1 week.
Investment
Starts at $2,500 for a full setup. Audits and quick-fix rebuilds price lower.
Related services
What pairs well with this.
Cold Outreach Campaigns
Hand-crafted outbound that actually books meetings. I find the right prospects, write copy that sounds like you, and run the sequence end-to-end.
Lead Reactivation
That old list of leads you forgot about? Let's wake it up with a campaign that sounds like a person, not a bot.
Onboarding & Follow-Up Systems
Turn the first 48 hours after a sale into a smooth, on-brand experience, without you babysitting Zapier.
Ready to start with crm & pipeline setup?
Free 15-minute call. Bring what you've already tried; I'll tell you straight if this is the right starting point or if something else fits better.