Two tracks. No pricing games.
Every engagement is scoped to what you actually need. There's no published pricing because no two CRMs are in the same mess. Every service below ends with a real conversation, not a paywall.
CRM implementation & management
Primary focusFor businesses that need their CRM built right, or need someone to actually keep it running.
CRM setup & migration
Full setup of GoHighLevel or another CRM, with your data migrated in clean: no orphaned records, no broken pipelines, no starting from zero on day one.
Ongoing CRM management
A monthly retainer where I sit inside your operations, fixing what breaks, keeping automations current as your business changes, and stopping the slow drift back into spreadsheets.
Systems integration
Zapier workflows that keep your CRM, dispatch, invoicing, and spreadsheets in sync in real time, so nothing has to be re-typed twice.
Support ticket infrastructure
A ticketing system built on custom webhooks and CRM automations, with routing and team notifications built in from the start.
Marketing automation & growth ops
Also availableFor businesses whose tools don't talk to each other yet.
Workflow & Zapier automation
Custom automations connecting your CRM, invoicing, scheduling, and spreadsheets, so a lead, a job, or an order moves through your business without anyone re-typing it.
Email marketing & automation
Campaigns, nurture sequences, and A/B-tested flows that keep your list engaged without you touching it every week.
Reporting & dashboards
KPI tracking, sales-trend reports, and daily revenue-by-rep dashboards, built once and updating themselves after that.
Lead assignment & sales enablement
Clean, deduplicated contact records and lead-routing rules so the right rep sees the right lead the moment it comes in.
From tangled tools to one system
How it worksThe same five-step process whether I'm untangling your CRM or building the automation layer behind it.
Audit
I map every tool, spreadsheet, and manual step currently in use: where leads come in, how they're tracked, and where things tend to break or get missed.
Design the system
From that map, I design the automations and integrations that replace the manual work: what connects to what, what triggers what, and what a human should still review by hand.
Build & connect
I wire it together, GoHighLevel, Zapier, Airtable, Kickserv, Stripe, custom webhooks, whatever the stack calls for, tested against real data before it touches your live pipeline.
Launch & train
The system goes live with documentation your team can actually follow, plus hands-on onboarding so everyone knows what changed and why.
Support & optimize
Systems drift as a business grows. I keep monitoring what I built, fix what breaks, and look for the next manual step worth automating.
Not sure which track fits?
Most projects touch both. Tell me what's going on and I'll tell you honestly what it needs.