Less lead leakage
Every enquiry enters a pipeline stage. No lead falls through because someone forgot to follow up, the spreadsheet got messy, or the email got buried.
GHL & HubSpot CRM Automation
Most businesses don't need more spreadsheets they need a clearer system
We build GHL and HubSpot setups that match how your sales actually work — not the default template. Pipelines, funnels, automations, and integrations built correctly, tested end-to-end, and handed over with documentation.
WHY IT MATTERS
Leads without a system go cold before you reply
The average manual response time to a new lead is 47 hours. The businesses converting at the highest rate respond in under 5 minutes — automatically. That gap is a CRM automation problem, not a sales team problem.
Faster response
Automated first response fires the moment a form is submitted — SMS, email, or internal notification — before any competitor has manually replied.
Cleaner sales process
Pipeline stages mapped to how your sales actually works — not the default template. Every rep knows exactly what to do at each stage without guessing.
Better decisions
When your CRM is set up correctly, the reporting reflects reality — lead sources, conversion rates, pipeline value, and where deals are actually stalling.
WHAT WE BUILD
Crm & automation systems built around your real lead journey
Six capabilities — delivered in GHL, HubSpot, or both depending on your stack.
MOST COMMON
CRM setup & configuration
Accounts, contacts, companies, deals, custom properties, tags, lifecycle stages, users, and permissions configured to match your actual process — not the default template.
GHLHubSpotCRM
WEB APPLICATION
Pipeline design
Sales stages mapped to how deals actually move, opportunity tracking, stage-change tasks, owner assignment, handoff rules, and required fields per stage.
PipelinesStagesDeals
MOST COMMON
Forms & lead capture
Website forms, landing page forms, funnel opt-ins, hidden source tracking fields, CRM routing, and instant notification triggers — every lead captured and attributed correctly.
FormsSourcesRouting
LANDING PAGES
Workflows & automation
Lead assignment, follow-up sequences, email/SMS automations, lifecycle updates, internal alerts, re-engagement flows — triggered by form submission, stage change, or behaviour.
WorkflowsEmail/SMSSequences
INTEGRATIONS
Integrations & connections
GHL or HubSpot connected to Stripe, Google Ads, Meta, Calendly, Zapier, Make, custom webhooks, and third-party APIs — so your CRM is the hub, not an island.
StripeZapierWebhooksAPIs
REDESIGNS
Dashboards & reporting
Lead source reports, pipeline value, conversion rates by stage, sales activity, and campaign performance — dashboards that show what leadership actually needs to see.
DashboardsReportsAttribution
Choose Your CRM Path
What do you need your crm to fix first?
Most CRM projects fail because they start with the tool instead of the problem. We scope the right solution based on where your lead journey is breaking down — not what's easiest to set up.
We need lead capture and follow-up
Leads coming in but no structured follow-up. Enquiries going cold. Manual chasing that relies on one person remembering.
Recommended
GHL pipeline + form → workflow → email sequence + calendar booking.
We need B2B sales tracking
Sales team managing complex deals with multiple stakeholders, long cycles, and reporting requirements for leadership.
Recommended
HubSpot deal pipeline + sequences + dashboard reporting.
Our CRM is messy
An existing GHL or HubSpot account that's broken, half-configured, or has automations firing incorrectly. Needs audit and rebuild.
Recommended
CRM audit → fix report → phased rebuild with testing.
We need agency white-label support
You sell GHL to clients and need a technical team to build sub-accounts, snapshots, and automations under your brand at scale.
Recommended
White label builds + snapshot library + priority turnaround.
PROCESS
From scattered leads to a working automation system
Every CRM build starts with requirements — not the tool. We map the sales process, identify where leads are dropping, and build a system around how the business actually works before touching GHL or HubSpot.
- 1
Sales process mapping
Lead sources, pipeline stages, follow-up triggers, team structure, and current drop-off points documented before any tool is touched.
Process MapPipeline DesignTrigger Logic - 2
Account & deliverability setup
CRM account configuration, custom domain, SPF/DKIM/DMARC records, email sending domain warm-up, and deliverability verification before automations go live.
Domain SetupDKIM/SPFWarm-up - 3
Build — pipelines, funnels & workflows
Pipelines, forms, funnels, automation workflows, email sequences, and integrations built in the correct dependency order and against the agreed spec.
PipelinesWorkflowsFunnels - 4
End-to-end testing
Every trigger fired, every automation followed through, every email and SMS checked for deliverability — with a test lead run through the full pipeline before handover.
Test LeadDeliverability QAFull Pipeline Test - 5
Handover & documentation
Loom walkthrough of the full build, written workflow documentation, and a 14-day support window for fixes after handover. No "good luck" handoffs.
Loom WalkthroughDocs14-day Support
HOW WE ENGAGE
Three ways to work with us on crm
One-time build, white label for agencies, or ongoing automation support.
Crm project build
Fixed scope — pipeline, automation set, funnel, or full account setup. Delivered, tested, documented, and handed over with a Loom walkthrough.
- Requirements spec before build starts
- End-to-end QA and test lead run
- Loom walkthrough + written docs
- 14-day support window after handover
Agency white label partner
You sell GHL to your clients — we build it under your brand. Sub-accounts, snapshots, funnels, and automations delivered with your name on everything.
- NDA and full brand discretion as standard
- We build — you deliver and bill
- Snapshot library built for your niche
- Scalable across your full client base
- Priority turnaround for partners
Ongoing automation support
Monthly capacity for new workflow builds, funnel pages, automation fixes, and GHL/HubSpot updates as your business scales.
- Monthly build hours for new automations
- Priority support for live issues
- Covers multiple sub-accounts
PLATFORM & TOOLS
Ghl, hubspot & the integrations your crm needs
We choose CRM platforms and connected tools based on your sales process, funnel complexity, automation needs, and reporting requirements.
GoHighLevel
HubSpot
Salesforce
Zoho
PORTFOLIO
Relevant cases
PMHOA Pro - practice management for physiotherapy clinics
HealthcareWebportalsCRM
Ecommerce growth system for an Irish retail brand
E-CommerceSEOPPC
Tourism booking platform with automated CRM
TourismWeb DevelopmentAutomation