ATTENTION: SERVICE COMPANY OWNERS

Turnkey CRM for Your Service Business – Launch, Automate, Close

Give your team a system that works from day one. Track leads, schedule appointments, send proposals, and follow up automatically—all in a fully branded GoHighLevel system.

Step 1

Plan Your Success

We start by understanding your business, your team, and how you operate. This ensures your new CRM fits your workflow perfectly.

What you get:

A map of your workflows: leads, clients, services, and referrals

Blueprint for automations and lead assignment

Branding and marketing requirements

Step-by-step project plan with timelines

Why it matters: You’ll know exactly what your system will look like and how it will help your team before we start building.

Step 2

Build Your Branded System

We create a clean, branded GoHighLevel account for your business. Your team logs in to an organized system that’s ready to go.

What you get:

Branded account: logo, colors, and email/domain setup

Core CRM pipelines for leads, clients, and projects

Simple dashboards for staff and managers

Why it matters : Your team starts off organized and confident, and your business looks professional.

Step 3

Automate Leads and Tasks

We turn your CRM into a smart engine that keeps your team on top of every lead and client.

Leads automatically assigned to the right team member

Automated email and SMS follow-ups

Task reminders for each step of the workflow

High-priority leads flagged automatically

Why it matters: No more missed opportunities. Your team are guided and supported automatically, leaving them more time to close deals.

Step 4

Ready-to-Go Team Launch

Step 4 – Ready-to-Go Team Launch

Your team logs in to a system that’s ready with pipelines, campaigns, and templates.

What you get:

Onboarding flow for new team members

Marketing toolkit: email/text templates, content calendar, and campaign sequences

Lead capture funnels with landing pages and automated follow-ups

Why it matters: Your team can start generating leads and closing deals immediately—no setup headaches or wasted time.

Step 5

Capture Every Lead Automatically

All lead sources are connected to your CRM so nothing slips through the cracks.

What you get:

Website and lead source integration

Landing pages and forms for services or client intake

Testing to make sure all leads and inquiries are captured

Why it matters: Leads and client interactions go straight into the system automatically, saving time and keeping your team organized.

Step 6

Team Training & Handoff

We make sure your team can run, manage, and scale the system confidently long after launch.

Here's what you get:

Loom video tutorials for admins and agents

Step-by-step written documentation

One-week post-launch support for tweaks and question

Why it matters: Your team can start generating leads and closing deals immediately—no setup headaches or wasted time.

ONGOING SUPPORT PACKAGES

Keep Your Service Company Running Smoothly, 24/7

Launching your GoHighLevel system is just the beginning. Our ongoing support packages ensure your service company continues to run efficiently, your team stay productive, and no lead ever falls through the cracks.

Basic

  • Up to 2 hours/month of Zoom support

  • Adjustments to automations, templates, or campaigns

  • Email support for questions

PRO

  • Up to 5 hours/month

  • Includes all basic support

  • New campaign setup or template updates

  • Agent onboarding support

  • Priority response time

PREMIUM

  • Up to 10 hours/month

  • Includes all basic support

  • Advanced automation changes

  • Monthly system audit & optimization

  • Agent coaching for CRM usage

  • Proactive updates for new features