CRM & Client Onboarding Systems

1. Workflow & Operations Audit

We start by reviewing how your leads currently flow, how clients are onboarded, where bottlenecks exist, and what tasks are costing you time or revenue.
This gives us clarity on what needs to be automated, optimized, or rebuilt.

2. System Architecture & Mapping

We design the full client journey—from lead → qualification → booking → onboarding → retention.
This includes:

• Pipeline layout

• Automations

• Nurture logic

• Assignment rules

• Onboarding sequence

Everything is structured to improve efficiency and client experience.

3. CRM Setup & Custom Buildout

We configure or optimize your CRM (Go High Level)

• pipelines & stages

• custom fields

• tags & segmentation

• automated task creation

• team visibility setup

Your CRM becomes the operational brain of your business.

4. Automation & Follow-Up Systems

We implement smart automations that increase show-up rates, shorten sales cycles, and elevate retention.
This includes:

• SMS & email reminders

• No-show workflows

• Reschedule logic

• Onboarding drip sequences

• Contract/Payment triggers

The goal: more clients converting with less manual effort.

5. Onboarding Experience Design

We craft a seamless, professional onboarding process that turns new clients into confident, excited participants.
This includes:

• Welcome flows

• Access delivery

• Resource distribution

• Milestone tracking

• Support ticket routing

Your clients get a polished, well-structured experience from day one.

6. Integration & Tracking Setup

We ensure your CRM connects smoothly with:

• booking calendars

• email/SMS tools

• payment processors

• funnel pages

• analytics platforms

Your entire system works together like a single, cohesive machine.

7. Optimization, Testing & Documentation

We test every workflow, refine friction points, and optimize for speed, clarity, and reliability.
Finally, we provide SOPs or training videos so your team can run the system confidently.

The Result

A CRM & onboarding system that reduces manual work, increases show-ups, improves retention, and creates a consistent, premium client experience—all while scaling effortlessly.

Here's what you need to know about our system building techniques.