Steven H.

Hello! Note on my 87% Job Success Score My current JSS was impacted by one project with a white-label agency involving CRM ↔ EMR integrations. Which that agency built everything out besides pipeline automations. The work required a deep audit, detailed documentation, and a Miro flow chart to explain all dependencies. Although I delivered a clear technical plan which was 100% completion, there was a mismatch in expectations and the client refused and not understanding the level of detail required to support its pipeline automations, which led to 3 star review and drop of 80% JSS. As a gesture of good faith, I did not charge for the last two weeks of the engagement. I stand by the quality of my work and my commitment to fairness, transparency, and clear communication. ✅ Dallas, TX, US-based (Data Privacy and Security). Our clients have a choice to sign a NDA with us. ✅ Professional CRM & GHL Admin Certified Team (Team of 5) ✅ Fractional CMO/CCO: Consulting, insights, and roadmap of tailored CRM and marketing ✅ Post-implementation. Continuous priority support, as we know GHL support has declined tremendously ✅ A2P, Email, Data Privacy, Security, Retention, and Website legal compliance ✅24/7 Slack Communication, Task management and time log and details for transparency ✅Blueprint documentation for your CRM available 🦸🏻‍♂️ About Me: Based in Dallas, TX, I'm a "Fractional CMO & CTO" offering complete GHL solutions, tech, and marketing for midlevel businesses. With a Bachelor's in Marketing and Business, I specialize in ensuring your CRM system aligns with your marketing strategy and technical needs in today's world. My team and I handle everything from front-end design to back-end integrations, so you don’t need to hire additional experts for marketing, email compliance, business consulting, web development, or design. We've worked with 100s of SMBs worldwide, but we’re selective in who we onboard. We focus on quality, not quantity, and currently maintain just 10+ clients at a time. Quality assurance is very important to me. As part of this service. Only I will consult, strategize, oversee, and approve all projects. 🗓️ How We Work: We understand the critical role your CRM plays in business growth, and we don’t believe in rushing the process. CRM implementation involves careful planning, strategy, and customization to meet your specific business needs. We currently don’t take on rushed or quick work as no CRM system can be built in a rush environment. Our approach ensures that every aspect, from initial planning to finalization, aligns with your long-term goals. Customization of GoHighLevel (GHL) typically takes 4 to 8 weeks, depending on complexity and revisions. Our process: (Depending on the complexity, it could be 5 to 12+ weeks for most complete CRMs) Phase 1: Gap Analysis and Planning Phase 2: System Design, Flowchart, Migration & Setup Phase 3: Customization & Configuration Phase 4: System Testing, A/B Testing, User Acceptance Testing (UAT) Phase 5: Training & Documentation | Continuous Improvement & Refinement Phase 6: Post-Implementation Support, Enhancement, Maintenance & Optimization Professional GHL Services We Offer: (Please check out our marketing services below) ⚡ GHL Customization, Automation, Setup & More: Workflow Automation & System Design Email/SMS Templates Snapshots Dashboards & Reporting API & Webhook Development Data Migration w/ Clean up and Verification Customized Pipeline w/ Triggers Custom Field and Value Configuration Surveys & Forms Tag Planning ⚡ Consulting & Training Services: Strategy Development Consulting & Training Services Legal Guidance for Websites/Funnels AI Chatbot and Voice AI Development ⚡ Implementation & Management: Client Onboarding Pipeline Management Third-party Integrations Review & Reputation Management Client Portal Setup Reputation Setup Coupon Setup ⚡ Communication & Marketing Solutions: Email, SMS, and Sites Setup Email & SMS Campaigns Appointment Scheduling & Reminders Automated Marketing Dedicated Email & IP Setup SMTP Service Ad Management ⚡ Sales Funnel & Content Management: Funnels & Landing Pages Document & Contract Automation Affiliate Program Implementation Blog Management ⚡ Operational Tools & Support: Payment Processing Integration Calendar Management Analytics & Reporting Dashboards Team Collaboration & Task Management Community & Course Management Product & Subscriptions Management 🛍️ Marketing Services: A seasoned professional in web development with a strong foundation in design, marketing, and business development. Holding a Bachelor's degree in Marketing and Business, I bring extensive hands-on experience in both in-person and online sales, developing a unique skill set that connects technical solutions with strategic insights with your CRM. ⚡ Website, Marketing, and Data Migration Services: Website Designs / Development / Compliance SEO Local and National Graphic Designs Email Migration Email design and compliance