Keep journeys organized
Work across your offers and agreed pipelines.
All starting pointsSee the path.
02 / CONNECT
See the path.
Know what’s next.
Work across your offers, follow each inquiry, and use your dashboard to choose where to focus.
One-time build · Your accounts · Your control
Your connected workspaceYOURS
Illustrative sample · no live data
See the inquiry. Know who’s next.
Inquiries24Sample period
Next stepFollow upVisible to your team
SAMPLE INQUIRY
NewThe right lead, in the right path
Check the source. Move the conversation forward.
01Capture
02Follow up
03Review
Built. Tested. Handed over.Your accounts. Your instructions.
For a growing business with a few offers or customer journeys.
3sales pages*
2pipelines
4workflows
AFTER HANDOVER, YOU CAN
See where to focus
Read named metrics and check the next bottleneck.
Use your connected tools
Run the tested workflow and two trained AI tasks.
PICTURE WHAT YOU’LL OWN
A system you can see.
And actually use.
Explore the deliverables.
Built to your agreed scope.
THE DELIVERED EXPERIENCEIllustrative sample · no live data
01 / THE CUSTOMER PATHFrom first click
From first click
to a clear next move.
A focused page, working intake, and agreed follow-up.
your-business.com / your-offer
YOUR BUSINESSLet’s solve your
Let’s solve your
next challenge.
A clear offer. A focused next step.
Book an intro callSAMPLE INQUIRYContext captured.
- Interest
- Strategy session
- Source label
- Website form
- Next action
- Review + follow up
01Offer page
02Form / calendar
03Your pipeline
04Agreed follow-up
YOU CANEdit your offer. See inquiries. Run the next step.
02 / THE DECISION VIEWKnow what to look at.
Sample 7-day viewKnow what to look at.
Know what to do next.
Page visits120Source: agreed analytics
New inquiries12Source: GHL form
Calls booked4Source: GHL calendar
Follow-up due6Source: GHL pipeline
Where inquiries began
Sample countsSearch
6
Referral
4
Social
2
Sources: available UTM labels + form records.
THE WALKTHROUGH
- 1Read the signal
12 inquiries. 4 booked calls.
- 2Ask the useful question
Is the booking step clear?
- 3Choose the next action
Review the path and follow-up.
Illustrative counts, not client results. Metrics and sources are agreed; attribution depends on available data.
YOU CANRead the dashboard and make an informed next move.
03 / THE AI TASK GUIDEA useful task.
Human review requiredA useful task.
A repeatable way to run it.
TASK 01Draft a first follow-up
- Use only the approved offer and inquiry.
- Ask one relevant question.
- Draft for review. Do not send.
EXAMPLE INPUT
- Offer
- Strategy session
- Goal
- Book a 15-minute call
- Context
- New website inquiry
EXAMPLE OUTPUT
Your review starts here.
“Thanks for reaching out. What’s the main sales bottleneck you want to fix? We can walk through it on a 15-minute call.”
Draft only · check before usingClear boundariesNo sending. No account changes. No invented facts.
TRAININGSee an exampleTry a live exerciseReview together
YOU CANUse the instructions, judge the output, and know when to stop.
04 / THE OWNER’S KITYou run it.
Your accounts + productsYou run it.
We make sure you know how.
Your operator kit
01
Account + connection mapWhat’s connected and who owns it
GUIDE02
Agreed acceptance checklistTest inquiry, follow-up, and data checks
CHECKS03
AI task instructionsInputs, outputs, and review boundaries
GUIDE04
Recorded trainingReplay the steps when you need them
VIDEOYOU DRIVE. WE OBSERVE.
Practice the key tasks.
- 1Update your offer
- 2Run a test inquiry
- 3Read the dashboard
- 4Review an AI draft
We walk through your agreed workflow, answer questions, and check you can repeat it.
YOU LEAVE WITHA tested workflow, clear instructions, and hands-on practice.
Designed examples, not screenshots of a live client system. Your tools, fields, tasks, and acceptance checks are confirmed before build.
KNOW WHAT YOU’RE GETTING
Clear scope.
No guesswork.
We agree on the details before the build.
See the exact Connect build scope
Up to 3Conversion-focused sales pages
2GHL pipelines
2Forms or calendars
4Follow-up workflows
2Supported external connections
2Scoped AI tasks
* Page count is the maximum included. Supported connections are agreed before build. Custom API work and migrations are quoted separately.
What comes with every build?
Conversion-focused pages with UTM handling and agreed events. Pipelines, forms or calendars, and follow-up in your own direct GoHighLevel account. Working, tested connections; a dashboard with named metrics and data sources; scoped AI instructions with examples and boundaries; recorded training; and agreed acceptance checks. You practice the key tasks while we observe.
Two agreed AI tasks, such as reviewing inquiry themes and drafting responses for your team. Training includes a live exercise and review. AI outputs need human review. Ongoing autonomous maintenance is not included.
Your project and accounts
Your project is a one-time build and training service. You pay any third-party software or hosting providers directly through your own accounts.
Your accounts and business data stay under your control. Third-party software remains subject to its provider’s licenses and terms.
Results depend on your offer, traffic, tools, and team. No revenue or perfect-tracking guarantee is made.
COMPARE YOUR OPTIONS
YOUR NEXT MOVE
Let’s build the
right first step.
Show us where leads get stuck.
We’ll map a focused way forward.