Free CRM and automation audit
In 30 minutes we review your GoHighLevel, HubSpot or Zapier setup and send you three specific fixes. No cost and no obligation.
Six places where leads and hours get lost
We review each of these in your account and note what is working and what is not.
Pipelines and stages
Whether your stages match how you actually sell, and where deals get stuck.
Automations and workflows
Workflows that fail, overlap or fire at the wrong time, and steps still done by hand.
Lead capture
Forms, funnels, chat and ads: whether every lead reaches the CRM with its source.
Follow-ups
Emails, texts and reminders: who gets them, when, and who is being missed.
Integrations
How your CRM, calendar, payments and other tools pass data, and where it breaks.
Reporting and data
Duplicates, missing fields and dashboards you cannot trust, with the cause behind them.
Three steps, about 30 minutes of your time
Tell us about your setup
Fill in the short form below. It takes about two minutes.
A 30-minute call
You share your screen and walk us through the account. We never ask for passwords.
Your written summary
Within two business days you receive three specific fixes, in priority order, that you can apply yourself or with us.
A good fit if any of these sounds familiar
You run an agency on GoHighLevel and sub-accounts take too long to set up.
Your team uses HubSpot, Salesforce or Zoho, but nobody fully trusts the reports.
Your Zapier, n8n or Make automations break and you find out from a customer.
People still copy data between tools by hand.
Work we have shipped
A recent product we designed, built and launched end to end.
GoodHire: one-way video interviews with AI scoring
A hiring platform for home service businesses. Owners build an interview once and share a link, candidates record their answers on their phone, and AI transcribes and scores every answer. We built the marketing site and the full web application.
3 min
To build an interview
4
AI scoring dimensions
0
Scheduling calls needed
Questions about the audit
Straight answers before you get in touch.
Yes. There is no charge and no obligation. If you want help applying the fixes afterwards, we will give you a fixed quote; if not, the summary is yours to keep.
No. A screen share during the call is enough, and we never ask for passwords. If a deeper review would help, you can add us as a limited user and remove us afterwards.
GoHighLevel, HubSpot, Salesforce and Zoho, and automations built with Zapier, n8n and Make. If you use something else, tell us in the form and we will say honestly whether we can help.
You get a short written summary with three fixes in priority order. You can apply them yourself, give them to your own team, or ask us to do it.
