The tools
We audit what you use today first. If GoHighLevel or an AI front desk makes sense for your business, we map exactly how to set it up. If it doesn't, I'll say so.
CRM and automation
GoHighLevel setup
Pipelines, tags, forms, calendars, texting, follow-up and review requests. We look at your current setup, or the setup you'd need, and list what to build first.
- A pipeline that matches how you actually sell
- Follow-up that runs when you're on a mower
- Review requests after every finished job
Calls and messages
AI front desk
An AI receptionist that answers your line 24/7 and takes a message, so a call from a new customer doesn't go to voicemail while you're on a job. I run one on my own business line.
- What it should say and when it should hand off to you
- How messages reach you and your CRM
- What to test before you trust it with real customers
Jobber, Housecall Pro, QuickBooks, a spreadsheet or a notebook: bring whatever you run today. New to GoHighLevel? You can start a trial through my affiliate link. I earn a commission if you sign up, at no extra cost to you. You don't need it to book the audit.