Call notes written for you
Recorded sales calls are transcribed and summarised, and the summary is saved against the right contact in the CRM automatically.
Home / CRM & automation
CRM & automation (GoHighLevel)
Paying for leads and then answering them two days later is an expensive habit. We set up GoHighLevel around how you actually sell, so every enquiry gets a fast reply and a next step, and nothing sits forgotten in an inbox.
What's usually wrong
A review-request workflow can look switched on and still enrol nobody for weeks, because the one trigger that starts it is never used. Nothing errors. It just doesn't happen.
Some arrive by form, some by text, some by Facebook message, and none of them in one list. The ones that slip through are never counted.
The quote goes out and then nothing happens.
Bookings typed into a calendar, then an invoicing app, then a spreadsheet. Every copy is another chance for the numbers to disagree.
What we set up
We start by mapping how a lead becomes a job in your business today. Then we automate the steps that are slow or get forgotten, and leave the human ones human.
Every automation has a clear trigger, a stop condition, and a check that it's actually running.
Examples
Recorded sales calls are transcribed and summarised, and the summary is saved against the right contact in the CRM automatically.
A booking in the CRM raises the invoice and sends it, with no retyping into a separate app.
Every quoted lead gets a follow-up call booked, spaced by how ready they sounded on the last call.
Through Review Climb: the request goes out when the job is marked done, not when someone remembers.
How we work
We find what's costing you enquiries now, using your accounts and your data.
The fixes in order of what they're worth, with a recommendation, not a menu.
Ads, pages, automations and tracking, each tested before it goes live.
Monthly: what changed, what it cost, and what each lead cost.
We're confident enough in the work to offer a risk-free, 45-day money-back guarantee.
If you're not happy with our work in your first 45 days, tell us and we'll refund our fees for that period. No questions asked. Ad spend paid to Google or Meta goes to them, not us, so it can't be refunded.
FAQ
It puts the CRM, SMS, email, calendars, review requests and pipelines in one system, so there are fewer tools that can disagree with each other. It's also what we know best.
Not necessarily. The audit looks at how your follow-up works today. If what you have works, we'll say so.
They shouldn't. We write them in your voice, keep them short, and make sure they stop the moment a real conversation starts.
Free audit
We'll look at how fast your enquiries get answered and where they stall, and send you a written report.
Prefer to talk? Call 0489 183 293.