Service
Systems Audit
Find the leaks before you automate.
A fixed-scope teardown of your client journey. I map every touchpoint from first inquiry to renewal, find where leads and revenue leak, and hand you a written automation blueprint you can act on with or without me.
What you get
- A clear map of your client journey, lead to renewal
- A prioritized list of the leaks costing you the most time and revenue
- A written automation blueprint with the highest-ROI builds first
- Honest fit: if automation (or GoHighLevel) is wrong for you, I say so
What I build
- Full journey + funnel audit (intake, follow-up, onboarding, retention)
- Leak report: no-shows, dead follow-ups, silent churn, manual admin
- Written automation blueprint with a sequenced build roadmap
- A 45-minute walkthrough call so you own the findings
Proof it works
CRM Systems Audit & Cleanup
A data-rich CRM that nobody trusted — 22.6k contacts, 17 pipelines, 263 uncontrolled tags — audited end-to-end and turned into a decision-ready cleanup and attribution plan, executed without losing a single record.
Local SEO & Conversion
Leads arrived from Google Business, Facebook, and the website with zero tracking and inconsistent follow-up. Unified CRM attribution and automated flows lifted quote-to-book 28%.
Service Business Platform
Inquiries sat unanswered and quotes were scheduled by hand. A rebuilt site wired to the CRM with calendar automation cut manual follow-ups 70% and dropped booking from three days to same day.
New to automation? Start with the common automation questions, or browse all AI automation case studies.
Ready for a Systems Audit?
Tell me where your business leaks time. I'll scope it in writing before you pay a cent.