FEATURED PROJECT

100+ SUB-ACCOUNTS,
13 INDUSTRIES, ONE PLAYBOOK.

CRM management and automation infrastructure across 100+ sub-accounts spanning franchises, dental groups, gyms, restoration companies, real estate teams, and more — built once, deployed consistently.

Faster business launches Consistent across locations Reduced operational bottlenecks Scalable infrastructure
INDUSTRIES
13 verticals, multi-location businesses
SERVICES
Multi-Location CRM Management, Automation Ops
DELIVERABLE
100+ sub-accounts, ongoing management
01 Inside the operation

The live infrastructure we manage

Real views from the GoHighLevel agency dashboards we operate daily — managing 100+ sub-accounts across multi-location organizations in 13 industries.

GoHighLevel agency dashboard — sub-account overview
CRM workflow and automation management view
Multi-location pipeline and operations view
Live views from the actual infrastructure · account identifiers managed under client confidentiality.
02 Systems & automations

What's running across every account

The operational stack we built and deploy across all managed sub-accounts — standardized, customizable, and scalable.

Lead management & pipelines
Lead management pipelines

Stage-based funnels tracking prospects from first contact through conversion.

Lead tracking & reporting

Source attribution, conversion analytics, and pipeline visibility per location.

Customer inquiry routing

Smart routing sends leads to the right location, team, or workflow automatically.

Lead capture forms

Unified intake across websites, social, and ad campaigns.

Booking, scheduling & events
Booking & scheduling

Calendar workflows with confirmations, reminders, and attendance routing.

Calendar booking systems

Self-service scheduling embedded in client sites, social, and outreach.

Event & reservation workflows

End-to-end automations for events, classes, appointments, and reservations.

Onboarding systems

New customer welcome flows, paperwork, and access provisioning.

Communication & follow-up
Email & SMS campaigns

Multi-channel customer communication across the full lifecycle.

Customer follow-up

Automated nurture and re-engagement sequences keep customers active.

Multi-location messaging

Coordinated communication systems across regions, teams, and locations.

Internal staff notifications

Real-time alerts so teams act on the right lead at the right moment.

Infrastructure & integrations
Website integrations

Forms, lead capture, and CRM sync wired into each business's site.

Workflow automations

Custom branching logic that adapts to each business's operations.

User permissions

Role-based access for owners, managers, and teams across locations.

Cross-platform integrations

Connecting CRM to website, calendar, payments, and operational tools.

03 Outcomes

What changed across the network

A scalable operations layer that lets multi-location businesses launch faster, run leaner, and grow without operational chaos.

Faster
Business launches

New locations deploy proven systems on day one — no rebuilding the wheel for every site or vertical.

Consistent
Across locations

Standardized lead handling, communication, and operations across every account in the network.

Scalable
Long-term growth

Adding businesses doesn't compound complexity — infrastructure scales without operational chaos.

Recovered
Missed opportunities

Automation and faster response systems mean fewer leads slipping through — across every vertical.

04 Industries served

Operational versatility across 13 verticals

The same CRM infrastructure adapts to every business model — proving the systems are industry-agnostic and built to scale anywhere.

Franchises Dental Groups Restoration Companies Gyms & Fitness Brands Home Service Companies Agencies Coaching Organizations Real Estate Teams Healthcare Groups Restaurant Groups Education Networks Hospitality & Entertainment Multi-Location Businesses