Investor outreach automation
Replaced 4 disconnected tools with one centralized GHL system, lifted investor follow-up consistency and shortened deal cycle for a real estate capital raiser.
Migrated a service business off legacy CRM stack into GHL with zero data loss, cut average client time-to-adoption from 8 weeks to under 3.
Client: SaaS Client
Migrated a service business off legacy CRM stack into GHL with zero data loss, cut average client time-to-adoption from 8 weeks to under 3.
Replaced 4 disconnected tools with one centralized GHL system, lifted investor follow-up consistency and shortened deal cycle for a real estate capital raiser.
Built a snapshot-based SaaS offer for an agency owner, turning one-off project work into recurring monthly retainers averaging $1,500+ per client.
Deployed an AI voice agent on inbound calls, qualifying prospects against fit criteria and booking calendar slots, freeing the founder from 70% of comms time.
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