
Business Automation Foundation
$5,000
Custom website & conversion-focused pages
Lead capture forms & application workflows
CRM pipeline & contact management
Automated email & SMS follow-up
Lead nurturing sequences
Dynamic document generation inside GHL
Form-to-document field mapping
Automatically populate documents using submitted form data
Automated payment collection
Customer onboarding workflows
Appointment / booking workflows
Lead notifications & internal task automation
Basic AI-powered automation
Custom workflows connecting forms, CRM, payments, and communications
No contracts - cancel anytime
Advanced Automation & Document Engineering
$10,000
Everything included in Silver, PLUS:
Advanced multi-step application workflows
Complex conditional logic and branching
Dynamic document generation inside GHL
Automated field-to-document mapping
Form submission → CRM → document generation pipeline
Automated payment-triggered workflows
Multi-document generation from a single application
Reusable data objects / custom fields across workflows
Elimination of repetitive data entry across documents
Automated population of funding documents
Automated population of contracts and agreements
Document sequencing based on application status
Conditional document generation based on applicant responses
Borrower / co-borrower data handling
Multiple-property data structures
Dynamic handling of additional liabilities and financial information
Complex application-state logic
Automated internal notifications and task creation
Workflow triggers based on payment, submission, status, and field values
Advanced CRM pipeline automation
Error-prevention logic for incomplete application data
No contracts - cancel anytime
Custom Automation Infrastructure
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Fully custom automation architecture
Enterprise-level multi-workflow systems
Advanced application processing infrastructure
Complex document-generation ecosystems
Multi-document contract automation
Advanced funding-document workflows
Automated contract preparation
Cross-workflow data synchronization
Complex conditional logic and routing
Custom CRM architecture
Advanced pipeline automation
Custom payment workflows
Automated client onboarding and fulfillment
Advanced internal team automation
Custom AI implementation
Custom reporting and operational dashboards
System integrations and API-based workflows where required
Automation of high-volume repetitive administrative processes
Custom-built solutions based on the company's existing operational processes
No contracts - cancel anytime
All the tools you need to capture leads, nurture prospects, close more deals, automate your business, and grow, all from one powerful platform.
Turn website visitors into leads with high-converting websites, funnels, landing pages, forms, surveys, calendars, and inbound communication.
Automatically follow up through SMS, email, voicemail, phone, Messenger, and intelligent multi-channel campaigns.
Book appointments, collect payments, manage your pipeline, and track your marketing performance in one place.
Create everything you need to capture new prospects without duct-taping multiple platforms together.
Build complete websites, funnels, landing pages, VSL pages, application funnels, and more.
Capture valuable customer information with custom forms and interactive surveys.
Let prospects schedule appointments directly through your calendar.
Create automated conversations that keep your business connected with prospects around the clock.
Reach leads through SMS, MMS, email, voicemail, phone calls, and social messaging.
Build personalized conversation flows designed to move prospects toward taking action.
Keep every customer conversation organized and accessible from any device.
Build your list, deliver valuable content, and automatically turn readers into customers.
Build signup pages and forms while offering lead magnets and valuable resources.
Create newsletters, welcome sequences, broadcasts, and automated email campaigns.
Identify inactive subscribers and automatically bring them back into the conversation.
Capture leads. Nurture prospects. Close more deals. Automate your business and build something that scales.
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