Process
How I work: clear, structured, and no surprises.
Four steps from audit to handoff. At every stage you know what's happening, what's been built, and what's coming next.
Audit & Map
Before I build anything, I need to understand what you have and where leads are leaking. This step gives us a shared map of your current setup and a clear plan for what to build.
What happens in this step:
- Review your current GHL account (or start from scratch)
- Map your lead journey from first contact to close
- Identify broken or missing automations
- Document pain points and quick wins
- Agree on scope, timeline, and priorities
📋 You receive: a written audit summary, a lead-flow map, and a clear project scope.
Build in Phases
I don't disappear for three weeks and deliver everything at once. I build in logical stages so you can test and use each piece as it's completed.
What happens in this step:
- Pipeline and CRM configuration first
- Core workflows built and activated in order
- Integrations and API connections set up
- Each phase reviewed before moving to the next
- Regular updates with progress screenshots
📋 You receive: working automations at each phase, not a single overwhelming handoff.
Test Every Path
This is where most GHL setups fall apart — they're never tested from the lead's perspective. I run through every trigger, branch, and edge case before you go live.
What happens in this step:
- Test as a real contact — submit forms, miss calls, trigger workflows
- Verify exit conditions prevent duplicate messages
- Check timing, delays, and send windows
- Test across SMS, email, and voicemail drops
- Validate lead routing and team notifications
📋 You receive: a completed test checklist showing every path tested and verified.
Handoff with Documentation
When everything is tested and live, you get full documentation so your team can manage, understand, and build on what I've created.
What happens in this step:
- Written documentation for every workflow and pipeline
- Loom video walkthrough of the entire build
- Team training session (if included in your package)
- Snapshot saved for reuse or backup
- Post-launch support period begins
📋 You receive: written docs, Loom walkthroughs, and a reusable snapshot — everything you need to run independently.
Ready to stop losing leads?
Let's audit your setup and find the gaps.
Book a free, no-pressure audit call. I'll walk through your current system and show you exactly where leads are leaking.