Services / Packages / CRM foundation
Build package
CRM foundation
Get the account clean, structured and usable, so your team stops guessing what happens to a lead.
Who this is for
You are already paying for GoHighLevel, but the account was never set up properly, or somebody half built it and left.
Most agencies I meet are not missing software. They are missing structure. The pipeline stages came with the template, the custom fields were never used, and half the contacts have no tags at all.
This package fixes the foundation. Nothing fancy, nothing automated yet. Just an account where every lead has a stage, an owner and a next action, so the rest can be built on top of it later.
Everything included
Fixed scope, agreed in writing before anything starts.
Account and sub account structure
Users, permissions and naming that stays clean as the team grows, so nobody is guessing which account to work in.
Pipelines and stages
Stages named after what actually happens in your business, each with a definition and an exit condition.
Contacts and custom fields
The fields you really use, so records stay complete instead of half filled by three different people.
Tags and smart lists
Segments your team can pull in seconds. Hot leads, renewals, dead files, one click each.
One capture funnel or form
A single lead capture point wired to the CRM with the source attached, so you can see where leads come from.
Calendar and booking
Booking set up with reminders, so a lead can pick a time without anyone chasing them.
Data cleanup and import
Existing contacts imported, deduplicated and tagged rather than dumped in.
Handover and training
A recorded walkthrough and written notes, so your team can run it without me.
How it gets built
One to two weeks, depending on how much old data needs cleaning.
I go through your current account and data and give you an honest list of what is broken and what is fine.
We write down how a deal really moves in your business, then the pipeline is built to match.
Structure, fields, tags and stages built, then your contacts imported and cleaned.
Real test leads pushed through every path, then a recorded walkthrough for your team.
Not included
So there are no surprises later, here is what this package does not cover.
- Multi step automations and branching workflows
- AI agents
- A2P and SMS registration
- Cold outreach or paid ads
Most clients move to the full system build once the foundation is solid, usually within a month.
Request CRM foundation
Fill this in and you get a written scope and a fixed price back within one business day. No call needed to find out, and nothing is charged until you approve it.
What happens next
- I read it and reply within one business day.
- If it is a fit, a short call so I can see the account.
- You get a written scope with a fixed price and timeline.
- Work starts only after you approve that scope.