A REUSABLE START

Build your launch.
Then make it repeatable.

Tell us about your business and the first workflow. Agencies can check a client inventory and prepare rollout groups here. We confirm the service scope, usage schedule and activation date before billing or moving live work.

01 / Your business

Offer to discuss

Business or agency nameYour nameBusiness emailPublic websiteExisting business clientsClients you want to launch firstYour product / brand name

02 / Choose a starting template

Primary industry

Current CRM

Target monthly usage budget per client ($)

The template selects a starting set of workflows. Adjust it below. A requested budget is a planning input, not an activated spending limit or a usage quote.

Connections or requirements we should review

Keep passwords, API keys, payment details and sensitive customer information out of this brief.

03 / Prepare your portfolio (optional)

Use the five-column client inventory template. The check runs in your browser; client rows are not uploaded. The submitted brief includes only the number of validated rows. This is preparation, not a GHL contact import or an automatic migration.

Check a client inventory CSV · up to 500 clients, 1 MB

Use a stable client key for each business. Keep your downloaded plan: it records proposed groups with outbound actions disabled. No phone numbers are ported, no customers are contacted and no production records are created here.

You may email me about this setup request. This is not consent to automated calls or marketing texts.I understand this is a setup brief. The offer details, service scope, usage schedule and activation are confirmed before a subscription begins.

Your brief is stored securely for our team to review under the website privacy notice. Your optional inventory file stays in this browser.

Build your launch.Then make it repeatable.

Build your launch.
Then make it repeatable.