30 Automations — Foundation + Advanced Sales Engine
Everything you need to capture, follow up, close, and grow — fully automated.
Recommended for businesses that do $5k+ MRR
Everything to make sure every lead is captured, contacted, followed up, and tracked.
We fully set up your CRM so leads don't live in chaos.
Example: Roofing Company
"A roofing company gets leads from Facebook, website, and phone calls. Instead of everything being mixed together: New leads → 'New Lead', Booked estimates → 'Appointment Set', Signed clients → 'Won'."
Result: Owner opens GHL and instantly sees where every deal stands.
Every form submission automatically becomes a lead in your CRM.
Example: Med Spa
"A med spa contact form is filled at 11 PM. Without automation → no response until next day. With Project Elevate: Lead is saved, Tagged as 'MedSpa – Consultation', Enters follow-up flow automatically."
Result: Never miss a late-night inquiry again.
You're notified the second someone shows interest.
Example: Real Estate Agent
"An agent gets a text: 'New Zillow lead: John D – looking to buy in Austin.'"
Result: They call back within 2 minutes and win the deal.
Immediate, professional first impression—without you doing anything.
Example: Law Firm
"A law firm sends this instantly: 'Hi Sarah, thanks for contacting us about your case. One of our specialists will reach out shortly.'"
Result: Client feels acknowledged and trusts the firm.
Polite reminders so leads don't ghost you.
Example: Home Cleaning Service
"System sends: Day 0: 'Thanks!', Day 2: 'Still interested?', Day 5: 'Openings this week'."
Result: More replies without awkward chasing.
If someone calls and no one answers, the system replies instantly.
Example: Car Detailing Shop
"Missed call during a job. Caller instantly gets: 'Sorry we missed you! Want to book a detail or ask a question?'"
Result: That lost call turns into a booking.
Clients book themselves, and show-ups increase.
Example: Personal Trainer
"Trainer sends link. Client books → gets: Confirmation, 24h reminder, 2h reminder."
Result: No more 'I forgot' excuses.
Automatically labels where leads came from.
Example: Restaurant Owner
"Sees leads from Facebook, Google, Walk-ins. Realizes Facebook brings 3× more customers."
Result: Smarter ad spend based on real data.
Bulk leads can be imported automatically.
Example: Marketing Agency
"Uploads 500 cold leads to Sheets. They instantly appear in GHL with correct tags and follow-up started."
Result: No manual copy-paste.
If anything breaks, you're alerted immediately.
Example: Small Business
"If SMS credits expire or an automation fails, owner gets notified immediately."
Result: No silent lead loss or guessing.
Automatically ask happy customers to leave a Google review.
Example: Plumbing Company
"Job marked 'Completed' in CRM → Customer gets SMS: 'Thanks for choosing us! Mind leaving a quick Google review?'"
Result: Steady 5-star reviews without awkward asking.
A simple follow-up that builds trust and catches issues early.
Example: Dentist Clinic
"Sends message 1 day after appointment: 'Just checking in — how are you feeling after yesterday's visit?'"
Result: Patients feel cared for, not forgotten.
Automatically re-engage people who never responded.
Example: Solar Company
"Sends 1,000 old leads: 'Hi! We're offering updated pricing this month — want a fresh quote?'"
Result: Leads that were 'dead' start replying again.
A clear snapshot of business activity.
Example: Gym Owner
"Dashboard shows: New leads today, Appointments booked, No-shows, Closed memberships."
Result: No spreadsheets. No guessing.
Once someone becomes a customer, onboarding is automatic.
Example: Web Design
"Client signs up → gets: Welcome email, Intake form, Next steps explained automatically."
Result: Client experience feels premium immediately.
Advanced automations that increase revenue — not just organization.
Leads are contacted across multiple channels automatically.
Example: Home Remodeling
"Day 0 → SMS, Day 1 → Email, Day 3 → Voicemail drop."
Result: If they ignore one channel, another one catches them.
Automation adapts based on human behavior.
Example: Real Estate Broker
"Lead replies 'Yes, call me.' All follow-ups stop, and lead moves to 'Hot Lead'."
Result: No awkward spam.
Automatically identify serious buyers vs casual browsers.
Example: Software Company
"Opens emails (+5), clicks booking link (+10), replies to SMS (+20)."
Result: Sales team focuses only on high-scoring leads.
Conditional workflows based on real-world scenarios.
Example: Agency
"If lead opens email but doesn't book → Send reminder. If doesn't open → Switch messaging style."
Result: Automations feel human, not robotic.
Deals move stages automatically based on actions.
Example: Marketing Agency
"Books call → 'Discovery Scheduled', Attends call → 'Proposal Sent', Signs → 'Closed Won'."
Result: No manual dragging cards ever again.
Automatically reschedule missed appointments.
Example: Salon
"Client misses appointment → 'No worries! Want to reschedule for later this week?'"
Result: Lost appointments turn into recovered revenue.
Filter good leads from bad ones automatically.
Example: Business Coach
"Asks: Monthly revenue? Timeline? Budget? Low-quality get educational content, high-quality get booked."
Result: Higher quality appointments.
Auto-fill missing contact details.
Example: B2B Agency
"Enriches leads with: Company size, website, industry."
Result: Sales walks into calls fully prepared.
Get alerted when leads show buying intent.
Example: Sales Team
"Alert: 'John opened your proposal email 3 times.'"
Result: Perfect moment to follow up.
Simple reports without dashboards.
Example: Local Contractor
"Every Monday: Leads received, Appointments booked, Deals closed."
Result: Clear business visibility without logging in.
Chase proposals automatically—without sounding desperate.
Example: Web Agency
"If not opened in 48h: 'Just checking if you had a chance to review the proposal.'"
Result: Increased proposal close rate.
Pipeline revenue updates automatically.
Example: Solar Installer
"Selects system size and payment plan → Deal value updates instantly."
Result: Owner sees true projected revenue.
Create tasks for your team automatically.
Example: Property Management
"New signed tenant → task for onboarding, Move-out request → task for inspection."
Result: No manual reminders needed.
Leads go to the correct branch or salesperson.
Example: Franchise Gym
"NYC leads → NYC manager, LA leads → LA manager."
Result: Zero confusion, zero delays.
Messages change based on CRM data.
Example: Dentist
"Sends: 'Hi Mike, your Invisalign consultation is booked for Tuesday.'"
Result: Feels 1:1, but fully automated.
Let's build your high-performance sales engine. Book a direct consultation to get started.
"Sales, follow-ups, admin, and reporting — fully automated."