CRM build & optimisation
Pipelines, fields and object structure designed around how the business actually runs.
The work
What this actually involves
Most tangled HighLevel accounts were not built badly. They were built once, correctly, for a business that has since changed shape, and nobody went back to the architecture.
I audit what is actually happening under the bonnet, agree priorities, then rebuild in stages you can test and sign off. You keep the account and the data throughout.
Included
What you get
Audit first
Every pipeline, custom field, workflow and tag catalogued against what the business actually does.
Object model
Contacts, opportunities and custom objects structured so reporting is possible later.
Naming and convention
So the next person can read it, including the version of you in six months.
Staged rebuild
Each phase validated before the next one touches live customer data.
Hire me when
Signals this is the right piece of work
Automations have grown for years and now contradict each other
Reporting is impossible because the data was never structured for it
The account works for one location and breaks across many
You need a documented architecture, not just a working account
Something needs unpicking before any new build can safely go on top
Talk it through before anything is quoted
Start here
Start with the audit
A written architecture record and a staged plan, useful whether or not I build the rest.