From first enquiry to signed client, every step connected.
Funnels, CRM, booking, follow-up and the automations between them. Built, connected and tested by someone who stays involved from the first form to the final invoice.
Six stages. Click any one to see what gets built.
This is the whole journey an enquiry takes. Some clients need all six. Many need two or three fixed and the rest tidied.
Capture: the page that asks the right question
A landing page and form built for one decision. Short where it should be short, specific where it needs to be, and wired straight into your CRM so nothing sits in an inbox.
What gets built
- Landing page or funnel in GoHighLevel or WordPress
- Form or quiz that qualifies as it captures
- CRM contact created, tagged and sourced
- Thank-you page that sets the next step
Qualify: the right leads rise to the top
Simple scoring and routing so the enquiries worth a call get fast attention, and the rest get a kind, useful reply without taking your time.
What gets built
- Lead scoring rules in your CRM
- Instant reply by email and SMS
- Pipeline stages that match how you really sell
- Alerts to you or your team for hot leads
Book: from "we're interested" to a time on the calendar
Booking links, reminders and reschedule flows so people show up, and so a missed call turns into a second chance instead of a lost lead.
What gets built
- Calendar and booking page setup
- Confirmation, reminder and no-show sequences
- Pre-call questions that make the call better
- Round robin or team routing if you need it
Follow up: the conversation stays warm
Email and SMS sequences written in your voice that answer the real objections, share the right proof and bring back the people who went quiet. Not a drip of "just checking in."
What gets built
- Nurture sequence, written and loaded
- Re-engagement flow for cold leads
- Post-call and proposal follow-ups
- Segmented broadcasts for launches and offers
Close: saying yes is easy
Proposals, agreements and payments connected so the moment someone decides, the next step is one click, not an email chain.
What gets built
- Proposal and e-signature flow
- Payment links, deposits or plans via Stripe
- Won-deal automations that trigger onboarding
- Lost-deal follow-up with a path back
Onboard: the first week feels effortless
Welcome emails, intake forms, portal or membership access and internal handoffs, all triggered the moment a deal is won. Your new client feels looked after before you've opened your laptop.
What gets built
- Welcome sequence and intake form
- Membership or client portal access (MemberPress, BuddyBoss, GHL)
- Internal task creation for your team
- Review and referral ask at the right moment
Ready to map your pipeline? It starts with a 20-minute call.
Book a 20-minute connect callEverything between the click and the signed agreement.
Funnels and landing pages
GoHighLevel or WordPress, designed to convert and loaded with copy in your voice.
CRM and pipeline setup
Stages, tags, custom fields and views that match how you really sell.
Booking and reminders
Calendars, confirmations and no-show flows so calls happen.
Email and SMS sequences
Written, loaded and tested. Nurture, re-engagement, post-call, onboarding.
Integrations and automations
Zapier, Make and native connections, so data moves without anyone copying it.
Reporting you'll read
One dashboard with the handful of numbers that tell you how the pipeline is doing.
Payments, proposals and agreements
Stripe, e-signature and deposit flows connected to the deal stage.
WordPress and memberships
Elementor, WooCommerce, MemberPress, BuddyBoss and WP Engine hosting, kept secure.
Training and handover
Short screen recordings for every piece, so you or your VA can run it without us.
Four weeks, give or take, from map to handover.
Bigger builds take longer, smaller fixes are faster. Either way you'll know the plan and the price before anything starts.
Map
We walk the journey an enquiry takes today, tool by tool. You get a one-page map of what stays, what goes and what's missing, with a fixed quote.
Build
Pages, pipeline, sequences and automations get built in a staging space. You review as we go, not at the end.
Connect and test
Every path gets tested with real test leads, from the first click to the onboarding email. Then we switch it on.
Hand over and refine
Screen recordings for every piece, a 30-day check-in and the option of a light monthly retainer for tweaks and improvements.
A good fit if you
- Already get enquiries and want more of them to become clients
- Sell a service, program or membership with a real sales conversation
- Use GoHighLevel, WordPress or are open to moving there
- Want one person accountable for the whole pipeline
Probably not yet if you
- Haven't sold your offer to anyone yet
- Want a one-off page with nothing behind it
- Need someone on call for daily admin (that's a VAverse placement)
- Expect a system to fix an offer that isn't landing
A fixed quote, before a single thing is built.
Sales Systems work is scoped as a project with a fixed price, based on the map from week one. After launch, most clients keep a light monthly retainer for improvements, new sequences and the odd fire to put out.
