
Pipeline stages
6
Source-of-truth tracking
Automation sequences
12
All live and used daily
RFP response time
4 hours
Down from 48 hours
The problem
Aquila's web leads were ending up in a shared spreadsheet that nobody reviewed daily. Big-account RFP responses sometimes took 48 hours, by which point the prospect had moved on. Missed calls during business hours were never followed up. Operations were healthy but sales operations were a mess.
Our approach
- Discovery audit of existing lead flow, spreadsheet, and inbox
- GoHighLevel CRM build with 6-stage pipeline (New → Qualified → Walkthrough → Proposal → Won → Active)
- 12 automation sequences: 5-min web-lead reply, missed-call text-back, walkthrough reminder, proposal follow-up, win-back
- Custom dashboard for the owner showing weekly pipeline movement
- Two on-site training sessions for the office team
What we delivered
- Full GoHighLevel CRM build
- 12 active automation sequences
- Custom owner dashboard
- On-site team training (recorded for future hires)
- Standard operating procedures document
The outcome
Web leads now get an automated reply within five minutes. Missed calls trigger a text-back within two minutes. RFP response time dropped from 48 hours to 4 hours. The owner has weekly pipeline visibility for the first time.
Want a build like Aquila Cleaning Services's?
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