The setup
Stride Digital had been on GoHighLevel for 14 months when their founder called us. The sub-account was a graveyard of half-built automations, 9 custom fields nobody could explain, and 3 different “main” pipelines. Their team had quietly stopped using the CRM and was running deals out of Notion.
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What we shipped
Across 10 working days:
- Sub-account audit + cleanup — archived ~70% of the legacy configuration
- Snapshot rebuild — clean 5-stage pipeline, 4 custom values, 8 custom fields
- Voice AI agent — inbound qualification, calendar booking, hand-off to Slack
- Nurture sequence — 14-day email + SMS series for un-booked leads
- Team training — Loom library + a one-page runbook
Results
After 90 days on the new stack:
- 30 active clients (up from 12) with the same 5-person team
- Median lead response dropped from “next morning” to under 4 hours
- $340k of new pipeline tracked end-to-end in GHL
- Zero CRM-related Slack panics in the last 6 weeks