Audit of what you already have
We list your lead sources, your current tools, who answers the messages and where it jams. We usually find two or three subscriptions you're still paying for without using them.
CRM Automation
Your leads aren't lost They're waiting for an answer
A CRM set up right isn't an address book. It's the system that answers in seconds, that follows up for you, that fills your calendar and that asks for the Google review once the job is done. Here's how we set it up, with GoHighLevel at the center.
The real problem
It's not that you're short on leads It's that you answer too late
A customer who asks for one quote almost always asks for three. The first one to answer takes a huge head start, whatever the price. And in a service business, the person who should be answering is usually on a job site with their hands in the concrete.
It's not a motivation problem. It's a system problem. The CRM answers while you work, and it passes you the ball when it's time to actually talk to someone.
- Instant reply to new leads, 24 hours a day
- Automatic follow-ups until the person answers
- A visual pipeline where you see where every deal stands
1 · The platform
GoHighLevel replaces the stack of tools That never talked to each other
Six or seven pieces of software that don't talk to each other, and a human doing the linking in between. That's exactly where leads get lost.
Before
Newsletter
Appointment booking
Text messaging
Forms
Sales funnels
Review requests
Quote tracking
Contact spreadsheet
Invoicing
Nine subscriptions, nine passwords, no overall view. And a lead that comes in through Facebook shows up nowhere in the spreadsheet.
After
Contacts and pipelines
Texts and emails
Calendar
Forms and funnels
Automations
Google reviews
Payments
Reports
One account, one contact record per customer, and each tool triggers the next one automatically.
| With a CRM set up right | Without a CRM | |
|---|---|---|
| Response time | A few seconds, day and night | Whenever someone opens their email |
| Follow-ups | Automatic, over several days and several channels | When someone thinks of it, so rarely |
| Google reviews | Asked for automatically at the end of every contract | Asked for when someone remembers |
| What you know | How many leads, how many appointments, how many contracts, by source | A gut feeling |
2 · The rollout
How we set up GoHighLevel In a business that's already running
We don't show up on a Monday morning telling your team to change everything. We build the system in parallel, we test it with real deals, then we switch over. Count two to four weeks between the first call and the moment it runs on its own.
Account structure
Opening your sub-account, pipelines built on the way you actually sell, tags, custom fields, users and permissions. This is the step we never rush: a bad structure costs you for years.
Connections
Business phone number, email inbox, calendar, website forms, Meta ads, Facebook and Instagram messaging, Google Business Profile, payment gateway. Everything lands in the same inbox.
Writing the automations
Instant reply, follow-up sequences, appointment reminders, review requests, reactivation. We write every message in your tone, with your words, not canned templates someone else wrote.
Migration and testing
Import of your existing contacts, cleanup of duplicates, then we run real deals through the system before we hook anything up to your customers. We test every message on our own phones.
Training and follow-through
One session with your team, video clips for new hires, and a 30-day check-in to adjust what's catching. A CRM nobody knows how to use is just one more subscription.
How it works with us
Your sub-account, your data No strings attached
GoHighLevel runs on a subscription. We operate our own agency account, and we open a sub-account for you inside it. That means you have no license to buy on your side, and you get a setup already proven on dozens of service businesses.
- Your contacts and your history belong to you and export any time
- Your business phone number stays yours
- Text and call fees are billed by usage, with no hidden markup
- If you prefer to open your own account, we set that up too
This is an affiliate link. It changes nothing about your price, and it changes nothing about what we recommend: if another tool is better for your situation, we tell you.
If you already have a CRM
We work with what you have
We don't make you switch tools just to switch tools. If your team already uses something and it works, we hook the automations onto it.
You have a CRM that works? We audit it, we hook up what's missing and we automate it. No migration.
You have a CRM nobody opens? That's almost always a structure problem, not a software problem. We look at whether it can be fixed before suggesting you change.
You have nothing at all? That's the simplest case. We start from a blank page and install the structure that has already proven itself.
Who it's for
CRM automation is for you IF
- You get requests but you can't say how many you got last month.
- Your quotes go out and you never have time to follow up.
- You pay for advertising without knowing which campaign produced which contract.
- Your team is growing and the information still lives in texts and in people's heads.
Frequently asked questions
What we get asked the most
Is my team going to be able to use it?
That's our main concern at setup. In practice, your people work in two screens: the unified inbox and the pipeline. The rest runs in the background. One training session and a few video clips are enough in the vast majority of cases.
How long does it take to set up?
Two to four weeks for a standard service business. What stretches it out the most is migrating contacts when they're scattered across several places, and the verification delay for sending commercial texts.
Do I lose my contacts if I stop?
No. Your contacts, your conversations and your history belong to you and export any time. We hand you a complete file on request, no argument.
Are automated texts legal in Quebec?
Yes, within the Canadian anti-spam law and Law 25. That means clear consent at the moment the person fills out your form, your business identified in every message, and a simple way to unsubscribe. We set all of that up properly from day one; it's not an option.
Does it replace a salesperson?
No, it takes away what's stopping them from selling. The CRM does the repetitive part: acknowledging, following up, reminding, filing. Your salesperson is still the one who talks to the customer and closes. The difference is they're talking to people who are already warmed up, instead of chasing messages.
How much does it cost?
There's the setup, which is a one-time amount and depends on the number of pipelines and automations, then a monthly subscription for the platform. Texts and calls are billed by usage. We give you the whole thing in clear numbers after the discovery call, once we know what has to be built.
Let's look at where your leads are getting lost right now
One call to map your current path, find the holes, and see what automation would change in your numbers.
See if you qualify