6-Month Ops Install for Agency Owners
I set up your onboarding, follow-up, reporting, and content systems in GoHighLevel and AI, then run them with you for 6 months. If we miss the targets we set at kickoff, I keep working at no extra cost until we hit them.
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(website, opens in a new tab)I run ops and systems for Simply Jess Agency and manage social media for BecksTheSocial.
The problem
Every new client adds another login, another spreadsheet, and another follow-up you have to remember. Your CRM, inbox, project board, and calendar each hold part of the picture, and you end up being the glue between them. That glue work eats the hours you meant to spend on clients and growth.
Onboarding lives in your head instead of in a process.
Contacts and customer data are spread across five tools.
Follow-ups and reports go out when you remember them.
Your content calendar runs on group chats and reminders.
The offer
Systems that run without you in the middle.
One engagement. I build the systems, run them with you, then hand them off.
Month 1
We map your week. I set up or fix GoHighLevel: pipelines, onboarding, forms, follow-ups, contact imports, and reporting. Live by day 30.
Months 2-3
AI agents take over repetitive work like content calendars, client reports, lead replies, and data cleanup. One new automation every month.
Months 4-6
A call every two weeks, a monthly report on what’s running and the hours saved, then SOPs and video walkthroughs so your team runs it without me.
Not included: software subscriptions, SMS and email usage fees, ad spend.
The guarantee
You do your part. If we miss the targets we set at kickoff, I keep working at no extra cost until we hit them.
Day 30
Your CRM cleaned up, client onboarding, lead follow-up, and weekly reporting built, tested, and running.
Day 90
At kickoff we log where your week goes. By day 90, 10 hours of that work is automated, handled by an AI agent, or documented for your team.
Day 180
Every core process is automated, handled by an AI agent, or documented in SOPs your team uses without calling you.
This guarantee covers the work, not your revenue. Targets are set in writing at kickoff, and the signed agreement controls.
Results
An events and creative agency
3,000+
contacts brought into one CRM
Results: 2,446 contacts opted in to email and ready for her next campaign.
My problem was always not getting the content. My problem was executing the content and going into social media. So by us doing this and getting into a systematic flow… I mean, game changer.
How it works
Step 01
We see if your agency is a fit. If it’s not, I’ll tell you.
Step 02
We log where your week goes and write down the targets.
Step 03
I build inside the tools you already use. You see progress as it happens.
Step 04
A short call and a monthly report on what’s running and the hours saved.
Step 05
I train your team with simple docs, or I stay on and run it for you.
Pricing
$25,000
Everything in the offer, plus the guarantee.
$10,000
$5,000 to start, $5,000 at day 30. Credited in full toward the 6-month install if you continue. If you stop, you keep everything built.
Fit
Agency owners with steady clients who are the glue between their CRM, inbox, project board, and calendar, and who will spend 30 minutes every two weeks on the build.
Anyone looking for ad management or lead generation alone, anyone who won’t share logins and data, and anyone who wants a guaranteed revenue number.
If a spot is open, the next step is a 20-minute fit call.
FAQ
A service. I build and run the systems inside tools you already use or that we pick together.
No. I can set it up, or work with what you have.
Logins and data in the first week, quick approvals, and a 30-minute call every two weeks.
If we miss the targets we set at kickoff, I keep working at no extra cost until we hit them. That applies as long as you’ve kept up your side.
No. The guarantee covers the work: systems live, hours back, and the targets we set at kickoff.
Your team runs it with the docs and walkthroughs, or I stay on monthly to run it.
Yes, ask on the fit call.
I am early, and that’s why the guarantee exists and why I only take 4 at a time. You work with me directly.
Book a 20-minute call. We’ll walk through your week, and you’ll leave knowing the first thing I can take off your plate. If it’s not a fit, I’ll tell you.
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