Prepared exclusively for GHL Operations Lead

Audit. Strategy. Build. One Owner. 30 Days.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 2, 2026 👤 Prepared by Jason 🔒 Confidential
The Challenge

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

🔍

You can't optimize what you haven't audited

A GHL setup that's grown organically usually has redundant workflows, broken triggers, dead branches, and follow-up sequences that double-send or fire at the wrong time. A strategy built on top of that mess is a strategy built on sand.

🧭

Strategy without execution dies in a Notion doc

Most GHL strategists hand you a 30-page recommendation and disappear. Most GHL implementers ignore the strategy and build whatever's in front of them. You need one person who owns both — accountable to the outcome, not just their slice.

🐢

Slow implementation kills momentum

By the time the new workflows go live, your team has lost context, your strategy is stale, and the leads you wanted to capture are gone. Speed isn't optional — it's the deliverable. That's why this engagement ships in 30 days, not three months.

The Solution

Audit, strategy, and build — one engagement, one owner, live in 30 days.

I audit your current GHL setup, identify what's hurting lead capture and follow-up, build a strategy that maps directly to your sales funnel, walk you through the plan on a 30-minute call, then execute it. No strategy-vs-implementer handoffs. No 30-page doc that nobody reads. Real audit → real plan → real build → live system in 30 days, fully documented for your team to own.

What's Included

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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Phase 1 — Audit

  • Workflow inventory — triggers, branches, dead steps, redundant sends
  • Phone + SMS audit — deliverability, sequence logic, business-hours guards
  • Reputation audit — review request timing, response automation, escalation paths
  • Pipeline + opportunity audit — stages, automation gaps, conversion drop-offs
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Phase 2 — Strategy + Pitch

  • Current state vs. target state mapped across every area
  • Sequencing — what to fix, what to build, what to optimize, in what order
  • Tool stack recommendations where GHL has gaps (Google Voice, review platforms, etc.)
  • 30-minute pitch call where I walk the plan and confirm priorities before any build
⚙️

Phase 3 — Build

  • Phone + SMS setup tuned for deliverability and conversion
  • Google integrations — GBP review automation, Gmail handoff, calendar sync
  • Lead follow-up workflows with intent-based branching and clean escalation
  • Pipeline + opportunity automation tied to revenue moments; internal notifications and task creation so nothing falls through
📋

Phase 4 — Handoff

  • Documentation your team can actually read — naming conventions, variable maps, workflow purposes
  • Loom walkthrough of every system built
  • Self-service guide for common edits your team will need to make
  • Optional retainer for ongoing optimization and feature dev
Project Timeline

How We Get There

A clear, phased approach so you always know what's next.

1
Audit Days 1–5

Full sweep — workflows, phone/SMS, reputation, pipelines. Prioritized issue list delivered.

2
Strategy + Pitch Call Days 5–10

Strategy doc + 30-minute pitch call. Priorities confirmed before any build starts.

3
Build Sprint Days 10–25

Phone, SMS, Google, reputation, follow-up workflows, pipeline automation, notifications — all live.

4
Handoff + Docs Days 25–30

Documentation, Loom walkthroughs, self-service guide delivered. Optional retainer discussed.

System Architecture

How Your System Works

A visual breakdown of your build — from first touch to close.

No Yes Discovery Call Full GHL Audit Strategy Pitch Plan Approved? Adjust + Re-Pitch Build Sprint Test + Deploy Live + Documented
Ready to move forward

Let's get on a call this week.

Send me a few times you're free this week. The first call is 30 minutes — I'll come ready with audit-prep questions, we'll confirm scope and timing, and the audit kicks off the next day. Goal: live system in 30 days, momentum protected the whole way through.

📧 jason@axislabsai.com