Every lead, call, ad dollar and payment in one place you own, and every sales call graded against what really closes for your team. Built in 4 to 6 weeks on the tools you already use.
Leads sit in the CRM, spend sits in Ads Manager, cash sits in the payment processor, and calls sit in a recorder nobody has time to watch.
Which ads actually make cash?
Ads Manager counts leads and bookings. It does not see the deposit, the payment plan or the sale that closed three weeks later from a DM.
Close rate dropped. Why?
Bad leads, a tired setter or a closer skipping the next step all look the same in a weekly total.
Half our calls aren't recorded.
When we measured it for one team, more than half of the sales calls that ran had no recording at all. You can't coach what you can't hear.
Reporting is someone's Monday.
Spreadsheets rebuilt by hand every week, and two people with two different revenue numbers.
Everything runs in accounts you own. At handover you get the code, the data and the keys.
Contacts, opportunities, bookings, forms, payments, ad spend and call recordings pulled on a schedule, cleaned and joined in one database.
A single sales and cash view reconciled to actual payments. Deposits kept apart from revenue, so nobody counts the same sale twice.
Ad spend to booked call to sale to cash, per ad and per campaign. Sales that came from DMs or organic content are separated, not lost.
Every setter and closer call scored out of 100 against a rubric learned from your own won and lost calls. Objections and next steps written straight into your CRM.
A private web dashboard: funnel, cost per step, rep scorecards and return on ad spend, split cash versus contract.
One short post every morning with yesterday's setting, triage and sales numbers, plus an alert the moment a data feed breaks.
Plenty of tools now grade a call against a textbook method. The value is knowing which behaviors make your team money, and that needs the sales data next to the scores.
In US dollars, before local taxes. Quotes hold for 30 days.
Find out what your best calls do that your worst calls don't, before committing to the full build.
One time · credited in full toward the build within 30 days
All six parts on your own stack, reconciled to actual payments, with your team trained to use it.
50% to start, 50% at handover · then US$3,000 a month
Running costs (database, hosting, AI usage) are billed to your own accounts at cost, usually a small monthly amount; you get an estimate on the first call.
Your numbers, your stack, the one number you wish you trusted. A written proposal within 48 hours.
Read access to your CRM, ads, recorder and payments. The first full pull lands in your own database.
Every sale reconciled to cash and traced to its source. You check it against your own figures.
Rubric built from your won and lost calls, then every call scored and written back to the CRM.
Dashboards, the daily report, alerts, a runbook and a session with your team.
It was built on GoHighLevel, Meta Ads, Fathom, Whop, Stripe and Slack. Zoom, HubSpot and other CRMs or processors are possible and quoted per integration on the first call.
You do. Everything runs in accounts in your name, and at handover you get the code, the database and every login. Nothing is held hostage.
Recordings and transcripts stay in your own accounts. A short data processing agreement covers access, retention and deletion. Getting consent to record calls stays with you, as it does today.
One named contact who can answer questions within a business day, access in week 1, and about an hour to pick the won and lost calls for the rubric.
Keeping the data feeds healthy, fixing anything that breaks, adding new metrics and dashboard pages, re-tuning the call rubric each month, and a monthly numbers review call. Cancel with 30 days notice.
Probably not the full build yet. The call grader pilot is the better place to start.
Send your monthly sales, team size and stack. I reply within one business day with times for a 15 minute call.