CRM And Automation Audit
Map broken handoffs, quick wins, risks, and a 30-day roadmap.
Service Catalog
Productized technical services for cleaner business systems.
Fixed-scope audits, setup packages, repairs, migrations, dashboards, and monthly technical support for Tier-1 coaches, creators, agencies, ecommerce brands, and SMBs.
Launch Offers
First service products to publish and optimize.
GoHighLevel Account Audit And Roadmap
Review workflows, funnels, calendars, payments, pipelines, and account structure.
Basic GoHighLevel CRM Setup
Pipeline, one calendar, one form, one workflow, notifications, QA, and handoff notes.
GHL Landing Page, Form, Payment And Workflow Build
One connected funnel path for lead capture, payment or offer handoff, and follow-up.
GHL Calendar, Pipeline And Reminder Setup
Booking form, pipeline stages, confirmation, reminders, no-show, and follow-up logic.
Keap / Infusionsoft Cleanup Sprint
Tag, field, campaign, order form, and integration review with a cleanup roadmap.
Keap To GoHighLevel Migration Plan
Map data, campaigns, tags, access paths, and a staged migration plan.
Memberium And LearnDash Access Audit
Review payment, tags, roles, course access, onboarding, and member experience.
Payment-To-Course Access Repair
Fix access logic between checkout, CRM, WordPress/LMS, and onboarding emails.
Shopify GA4, Pixel And Tracking Audit
Validate analytics, purchase events, pixel basics, and reporting gaps before ads scale.
Looker Studio Business Dashboard Setup
Simple dashboard views for marketing, ecommerce, sales pipeline, or leadership reporting.
AI Lead Response Workflow Prototype
Prototype lead qualification, CRM notes, follow-up suggestions, and human review flow.
Service Families
SEO structure built around buyer intent.
GoHighLevel
CRM setup, funnels, forms, payments, calendars, workflows, community/course setup, agency snapshots, and SaaS Mode readiness.
Keap / Infusionsoft
Cleanup, campaign repair, migration planning, tags, fields, order forms, membership access, and long-term account support.
Course + Membership
Memberium, LearnDash, WordPress LMS, access automation, failed payment paths, onboarding, and launch readiness.
Shopify + Reporting
GA4, pixel audits, conversion tracking, customer handoffs, Looker Studio dashboards, and lifecycle automation.