Features 1–15
Simple automations that increase trust, reviews, and repeat business — without extra staff.
Recommended for businesses that do $5k+ MRR
Everything we do 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.
Take the first step towards foundational automation. Book a direct consultation with our team.
"We make sure every lead is captured, contacted, followed up, and tracked — automatically."