Jon Yates Marketing
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$2,500 – $10,000 / project

CRM Implementation & Automation

GoHighLevel, Jobber, and n8n setups built around how your team actually sells.

What this engagement looks like

Most CRMs go unused because they were configured by someone who didn't sit with the sales team. We design and implement CRM systems around your actual lead flow, sales process, and follow-up cadence — then automate the parts that should never be done by hand again.

Engagements cover CRM selection (when needed), full configuration, automation flows (SMS, email, internal notifications), AI-assisted follow-up, calendar integration, and team training. We work primarily in GoHighLevel and Jobber, with custom integrations via n8n.

Who this is for

Service businesses with 1–20 salespeople who are losing deals to slow follow-up, missing leads in the cracks between platforms, or paying for CRM software no one logs into.

How the work goes

01

Audit

Map your current lead-to-close process, identify the leaks, and decide what stays manual and what gets automated.

02

Design

Pipeline stages, automation triggers, message templates, and integrations are designed and reviewed before any build starts.

03

Build

Configuration, automations, and integrations are built in a staging environment. Nothing touches production until you sign off.

04

Launch & train

Cutover happens at a planned time. The team gets a recorded walkthrough and a written runbook. We're on call for 30 days.

FAQ

Do I have to use GoHighLevel?
No. GHL is what we use most for service businesses because of cost and feature fit, but we also build in Jobber, HubSpot, and other platforms. We'll recommend what fits your situation.
What if I already have a CRM?
Common. Most engagements are reconfiguring or rescuing an existing CRM, not starting fresh. Pricing reflects scope, not platform.
Do you provide ongoing CRM management?
Implementation includes a 30-day support window. Ongoing management is available as a separate monthly retainer if needed.

Ready to talk specifics?

Tell us what you're working on. We'll respond within one business day with whether we're a fit and what the next step looks like.