Established service businesses with steady lead flow and a CRM that grew by accident: med spas, clinics, law firms, roofing, HVAC and other businesses where one missed lead costs more than a month of software. You want the full system designed once and built by one team, instead of buying it a piece at a time.
What you get
Discovery and system design: a written blueprint of lead sources, pipeline stages, handoffs and the numbers you want to see each week, signed off before anything is built
Migration from your current CRM or spreadsheets: up to 25,000 contacts with history, tags, notes and open opportunities, validated against the source
Sales and fulfillment pipelines with stage definitions, owner assignment and automated stage moves
Speed to lead on every lead source: AI voice and SMS response within a minute, qualifying questions, booking into the right calendar and alerts to your team
Missed call text back, appointment confirmations, reminders that cancel themselves on reschedule, and no-show recovery
One database reactivation campaign to your existing list, written, sent and worked by AI replies
Review requests after completed appointments
A2P 10DLC brand and campaign registration, including resubmission if returned
Owner dashboard for lead source, response time, booking rate, show rate and pipeline value, plus a weekly email summary
Team training: two live sessions, recorded, and written SOPs for each role
90 days of the GHL Care Plan Standard after go-live
What is not included
Your GoHighLevel subscription, phone numbers, carrier fees and SMS, email and voice usage, billed at cost by GoHighLevel
More than 25,000 contacts or more than two locations (see the Multi-Location Platform Migration)
Custom API integrations to systems outside GoHighLevel, quoted separately
Website or funnel redesign; the Website and A2P 10DLC Launch can be added
Ad spend and ad management
Copywriting beyond the automation messages and the reactivation campaign
Two working sessions with you and whoever runs the front desk. You get a written blueprint and sign it off before anything is built.
Build, weeks 2 to 4
Migration, pipelines and every automation built in your account and tested with live test contacts on each lead source.
Launch, week 5
Numbers go live, the reactivation campaign sends and your team is trained on the new process.
Tune, week 6 and the 90 days after
We watch real conversations, adjust the AI and the messaging, and send a monthly report through the care period.
Questions about this package
Why one project instead of buying the packages separately?
Because the pieces depend on each other. The pipeline stages drive the reminders, the reminders feed the dashboard, and the migration decides which contacts the reactivation can reach. Built together, the system is designed once and tested end to end, and it costs less than buying the parts one by one.
We already use GoHighLevel. Does that change anything?
The migration becomes a cleanup: we review what is there, keep what works and rebuild the rest to the blueprint. The price stays the same and the timeline is often shorter.
Can we pay in milestones instead of all at once?
Yes. The checkout takes the full amount by card. If you would rather split it, book a call and we invoice half at kickoff and half at go-live.
What happens after the 90 days of care?
Everything keeps running on its own. You can continue the Care Plan at any tier, move up to the GHL Operations Partner, or stop. Nothing we build depends on us.
Other packages
AI Front Desk
A custom AI voice agent that answers every call, qualifies, books and hands off to your team, built by us and managed every month.
Starting at $6,500 setupsetup, then $1,500/mo
Limited to 3 new launches a month
Call flow design: greeting, qualifying questions, pricing and policy rules, and when to hand off to a person, written with you and signed off
A custom inbound voice agent on your GoHighLevel number, trained on your services, pricing rules, FAQs and hours
Live booking into your GoHighLevel calendars, with a confirmation text to the caller
A phased move to GoHighLevel for groups with five or more locations and legacy systems such as Zenoti or an EMR, with the cutover planned location by location.
From $18,000fixed quote after paid discovery
Limited to 1 new migration start a month
Paid discovery: a data audit of every source system, a field by field mapping document and a fixed quote for the full project, covered by the deposit
Account architecture: agency and sub-account structure, a shared snapshot, and user roles and permissions per location
Migration of contacts, history, notes, tags, memberships and open appointments per location, validated with record counts and spot checks you sign off
