For service businesses already paying for a CRM

Are Leads Slipping Through the Cracks?

We connect and configure the technology behind your marketing so leads stop getting lost between disconnected tools and unfinished follow-up.

Leads captured in one place Follow-up working consistently Clear visibility into what happens next

Illustrative concept showing the kind of connected system this implementation sets up — not a client account, and not an exact product interface.

Designed for service businesses such as:

InsuranceLegal Real EstateHome Services Consulting & Professional Services

Sound familiar?

What’s happening now — and what Setup & Launch puts in place

What’s happening now
✕Inquiries arrive through different forms, calls, and social channels.
✕Follow-up depends on someone remembering to do it.
✕Platform or vendor setup remains incomplete.
✕Marketing execution happens separately from the CRM.
What this service puts in place
✓Selected inquiry sources routed into one working system.
✓Follow-up workflows configured and tested.
✓Core settings and connections coordinated and stabilized.
✓A 30-day content and publishing workflow connected to the platform.

It’s not an effort problem. It’s a systems problem.

The CRM, the workflows, the vendors, the marketing tools — they were each added at a different time, by a different person, for a different reason. When these tools are not fully configured around how your business actually operates, gaps develop — and leads can slip through them.

Marketing Tech Setup & Launch

A focused implementation that gets your marketing and technology aligned—so inquiries are captured, follow-up happens consistently, and your tools support how you work.

Phase 1

Fix the Setup

We stabilize your existing GoHighLevel setup — one account or location — by completing its incomplete standard configuration, testing the agreed platform setup, documenting identified issues, and following up with vendor support on your behalf during the implementation period. You get before-and-after documentation of what was fixed.

Phase 2

Close the Follow-Up Gaps

Up to two agreed inquiry sources are connected to a defined follow-up path, and up to two existing workflows are configured and tested — with written follow-up steps and a clear next step for leads entering those workflows.

Phase 3

Put the Marketing Into Motion

This phase is built around the Authority Accelerator™ Lab — a diagnostic and implementation that produces personalized authority and content-direction findings, then applies them to your marketing direction. Up to eight social posts written, prepared, and scheduled for you, subject to your approval.

The configuration, workflow, and vendor work is part of this one implementation. It’s not sold separately, and it’s not billed by the hour.

What changes when we’re done: your agreed inquiry sources are captured in one place, follow-up runs on a defined path instead of memory, and you can see what should happen next for leads entering that workflow. Beyond that: your marketing executes without the technology becoming a second full-time job.

You’ll be assigned a real implementation lead.

Your implementation lead reviews your setup, coordinates the agreed work, follows up with vendor support, and keeps the package moving from intake through launch. You are not handed another tool and left to figure it out alone.

Platform setupVendor coordinationWorkflow testingLaunch support

Is this for you?

This is a good fit if

  • ✓You run a service business with a clear offer or service.
  • ✓You have at least one active inquiry source, even if it is not generating consistent leads yet.
  • ✓Your CRM, follow-up, and marketing tools are not working together consistently.
  • ✓You want a defined implementation and practical launch—not another platform to figure out alone.

This package may not be the right fit if

  • ✕You only need an isolated technology task completed.
  • ✕You want ongoing social-media or advertising campaign management.
  • ✕You require custom software, API development, or a fully custom CRM build.
  • ✕You expect the setup itself to guarantee a specific number of leads, appointments, or sales.

The standard package is built for GoHighLevel-powered platforms. Using another platform? Complete the Gap Check so we can confirm the scope and price before you commit.

To keep implementation moving, you’ll need to provide the required account access, information, and approvals by the agreed dates.

Start here

Marketing Tech Gap Check

Complete the assessment below before purchasing. It identifies whether your setup fits the standard package and what should happen next. If something requires discussion, you may be offered an optional 15-minute Gap Check Call.

One package. One clear price.

Marketing Tech Setup & Launch

$1,500

  • ✓Phase 1 — Fix the Setup: platform stabilized, unfinished configuration completed, vendor-support issues coordinated.
  • ✓Phase 2 — Close the Follow-Up Gaps: up to two agreed inquiry sources connected to a defined follow-up path, up to two existing workflows configured and tested, written follow-up steps, clear next step for leads entering those workflows.
  • ✓Phase 3 — Put the Marketing Into Motion: Authority Accelerator™ Lab Diagnostic + Implementation (personalized authority and content-direction findings applied to your marketing direction), one 30-Day Marketing Execution Plan for one primary platform, up to eight social posts written, prepared, and scheduled for you, subject to your approval, one AI-assisted video-likeness sample with one revision, Paid-Social Readiness Review, one implementation review with next-step recommendations, one primary social account connected to your GoHighLevel Social Planner with the eight approved posts loaded and scheduled (scheduled publishing confirmed working).
  • ✓Onboarding intake and implementation steps.

Timeline
About 30 days from your confirmed implementation start date. This is a working target.

Payment
$1,500 in full (save $100), or 2 payments of $800, charged 14 days apart.

Getting started
No sales call is required. A 30-minute onboarding call is required after purchase.

How It Works

1

Complete the Gap Check

Complete the asynchronous online assessment before payment.

2

Receive your result and next step

If the Gap Check identifies something that requires discussion, you may be offered an optional 15-minute Gap Check Call.

3

Purchase the package

Choose pay in full or the two-payment option after your package fit is confirmed.

4

Complete onboarding preparation

Schedule the 30-minute onboarding call, submit the onboarding form, complete the Lab, and provide the required access.

5

Attend onboarding

Complete Lock-It-In with us, confirm the implementation details, and establish your start date.

After payment, you immediately receive:

  • ✓Your purchase summary and payment schedule.
  • ✓A link to schedule your onboarding call.
  • ✓The link to the onboarding form.
  • ✓The link to the Authority Accelerator™ Lab.
  • ✓The required-access checklist.

Your implementation start date is confirmed during the 30-minute onboarding call after your onboarding information, Lab completion, and required access are verified.

FAQ

Also available on its own — the Authority Accelerator™ Lab

Already have your systems handled but need clarity around how your expertise is being communicated? The Authority Accelerator™ Lab identifies the gap between what you know and how that expertise is currently landing with your audience.

The Lab is a diagnostic-only system.

$97

Included in Marketing Tech Setup & Launch. Purchasing it on its own? Choose the version that fits you.

Stop letting leads slip through the cracks.

Get your CRM, follow-up, and marketing tools working together — without figuring it all out yourself.

Ready to check your setup?

Complete the embedded Gap Check to confirm whether the standard package fits your platform and needs.

If the result identifies something that requires discussion, you may be offered an optional 15-minute Gap Check Call.

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