A workspace for your business
A separate client account in HighLevel, agreed user roles, contact records and a sales pipeline that matches your process.
Every conversation. A clear next step.
Bring enquiries, contacts, appointments and follow-up into a shared workspace. Daniel configures it around the way your business works, trains your team and helps keep it useful.
A FOLLOW-UP YOU CAN UNDERSTAND
One enquiry. A clear next step.
Explore three moments in a fictional business. This is a guided simulation, not a connected CRM.
Know what needs a reply.
A renovation enquiry arrives with its source and project details. One contact record keeps the conversation together.
No message, booking or client record is created by this example.
To review
Kitchen project
Cime & Traverse · fictional business
Source: website · kitchen renovation
NEXT ACTIONAssign the enquiry to the right person.
More than access to a tool.
Connections that earn their place
An agreed form and calendar, standard follow-up workflows and an initial import of clean records. We check permissions and existing tools before connecting them.
Training and monthly care
A team walkthrough, agreed checks, a limited allowance for adjustments and a clear review of what needs attention. Scope and usage are written down.
Start with the work you actually do.
You can keep your current website. We first agree the customer journey, data to import, team access, exceptions and what success looks like. You approve a written scope and price before setup begins.
Define before enabling
- Users, records, workflows and monthly adjustment time
- Email allowance and third-party costs; no unlimited usage
- SMS, voice, paid AI and premium integrations quoted separately
- Your data, available exports and exit arrangements
A CRM is not a promise of automated sales, a live AI agent or 24/7 human support.
Start with a conversation.
Discuss the need with Daniel. Deliverables, access, recurring work, fees and exit terms are confirmed in writing before you commit.