CRM CONSULTING & GOHIGHLEVEL IMPLEMENTATION
Bring your customer information, website, scheduling, and follow-up into a connected system that supports the way you work. I help you clarify the process, implement GoHighLevel, and make it useful in everyday business.
CRM experience dating to 1986. Hands-on GoHighLevel implementation for businesses today.
Inquiry
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CRM
→
Follow-Up
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Scheduling
As your business grows, keeping track of every inquiry, conversation, appointment, and next step gets harder. A few familiar signs:
Inquiries arrive, but follow-up depends on someone remembering.
Customer details are scattered across inboxes, spreadsheets, and notes.
Scheduling creates unnecessary back-and-forth.
Your website and customer communications feel disconnected.
Repetitive tasks take time away from customers.
You have a CRM, but your team struggles to use it consistently.
I help you understand where the friction starts and build a practical system for handling what comes next.
HOW I CAN HELP
Whether you need direction, hands-on implementation, or continued help, we can start with the challenges that matter most to your business.
CRM Consulting & Strategy
Get clear on how your customer relationships and business processes should work before making changes to your technology.
• Review your current tools and workflows
• Map the journey from inquiry through ongoing customer care
• Identify follow-up gaps and repetitive work
• Define CRM requirements and priorities
• Establish a practical implementation roadmap
GoHighLevel Implementation
Put your plan into action with a GoHighLevel setup built around your business.
• CRM configuration and contact organization
• Website builds or connections to your existing website
• Lead capture forms and sales pipelines
• Calendars and appointment scheduling
• Follow-up workflows and automations
• Testing and launch support
Training & Ongoing Optimization
Help your team use the system confidently and keep improving it as your business evolves.
• Practical training for everyday use
• Clear responsibilities and next steps
• Workflow and automation refinements
• Troubleshooting and ongoing support
• Regular reviews of what is working and what needs attention
Engagements can focus on a specific project or continued support. We’ll define the scope around your priorities.
Here’s one example of how a connected setup can support your business:
Website Inquiry
Contact Added to CRM
Appropriate Follow-Up
Appointment Scheduled
Ongoing Customer Communication
Your process may look different. Together, we’ll define what should happen, who is responsible, and where automation can help.
In 1986, I built my own customer relationship management system using Helix on my Mac. I later consulted for C.A.T.—Contacts, Activity, Time—a CRM that also ran on the Mac.
Over the years, I’ve used ACT!, Salesforce, an Outlook-based CRM, Nutshell, Cloze, and, since 2023, GoHighLevel. That experience gives me a long view of how businesses organize relationships, manage follow-up, and put customer information to work.
Today, I help businesses implement GoHighLevel, including building websites, setting up automations, and connecting appointment scheduling to their daily operations.
1986
Built my own CRM using Helix on a Mac
Early CRM consulting
C.A.T. (Contacts, Activity, Time)
1993–2006
ACT!
2007
Salesforce
2008–2011
Outlook-based CRM
2013–2016
Nutshell
2017–2023
Cloze
2023–Present
GoHighLevel
I help businesses implement and get more value from GoHighLevel by connecting customer information, websites, lead capture, scheduling, follow-up, and automation.
The starting point is understanding what your business needs. From there, I help configure the right workflows, connect the relevant tools, and make the system practical for the people using it.
Already have a website? We can discuss connecting it to your CRM. Need a new website? A GoHighLevel website can be part of your implementation.
Discuss Your GoHighLevel Setup
Revenue Reactor—The Intelligent Business Growth System—helps business owners identify priorities and make progress toward stronger business growth.
CRM consulting and implementation can help put those priorities into action. If more consistent follow-up is a priority, we can design the process and implement it in GoHighLevel. If customer communication needs attention, we can build workflows that support a more consistent experience.
You can work with me directly on CRM consulting and implementation, or connect that work with the broader guidance available through Revenue Reactor.
Explore Revenue Reactor
Can you help if I’m starting with spreadsheets and email?
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Can you help if I already use GoHighLevel?
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Do I need a new website?
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Can I hire you for strategy without a full implementation?
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Do you provide training and ongoing support?
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Do I need to join Revenue Reactor to work with you?
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How much does a project cost?
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Tell me how you manage customer relationships today and where things get difficult. We’ll discuss what you need and the right next step.
Schedule a CRM Conversation