AI agents that run your
revenue operation.
GoHighLevel AI Agents across sales, marketing, and customer ops, grounded in your CRM and wired into RevOps workflows with Zapier, Make, OpenAI, and Twilio. Not chatbots that answer FAQs, but agents that read your data, take the next step, update the pipeline, and hand off to a human when they should. Existing workflows get optimized, new automation gets built to scale, and the whole system is designed to run with minimal supervision.
Automation without a RevOps spine.
Most GoHighLevel setups grow by accretion: a zap here, a workflow there, an AI demo bolted on. It works until it doesn't, and then no one can say what fires when.
Automation sprawl, no owner
Workflows pile up across Zapier, Make, and GHL with no single map. They overlap, conflict, and break quietly, and nobody can trace what happens when a lead comes in.
AI agents that are demos, not operators
A bot that answers FAQs is not a RevOps system. Without CRM data, guardrails, and clean handoffs, AI agents stay a novelty instead of moving revenue.
Sales, marketing, and ops don't share a system
Leads, conversations, and customer status live in separate tools. Handoffs leak, follow ups drop, and revenue slips between the seams.
One system across the whole funnel.
We start by auditing every existing workflow across GoHighLevel, Zapier, and Make, then map the revenue lifecycle from lead to close to retention so every handoff has a name and an owner. On that spine, GoHighLevel AI Agents run the work: grounded in your CRM data through OpenAI, they qualify leads, answer and route conversations, book appointments, and update the pipeline automatically, with Twilio powering voice and SMS on both inbound and outbound. Guardrails, escalation paths, and human handoffs are wired in from the start, so the agents act with judgment instead of going off the rails. Existing automations get rebuilt for reliability with real error handling, logging, and alerts, so failures surface fast instead of silently dropping revenue. The result is a RevOps system that scales, runs with minimal supervision, and stays fully owned by you.
What you get. Phase by phase.
Every phase ships something you sign off on before the next begins. Audit, foundation, agents, then optimization and scale.
- Audit of existing GHL workflows, Zapier zaps, and Make scenarios, mapped for overlap and conflict
- The revenue lifecycle mapped from lead to close to retention, every handoff named
- What to optimize versus rebuild, ranked by revenue impact
- A written automation architecture you approve before building
- GHL pipelines, stages, custom fields, and tags aligned to your revenue model
- Clean data flow between sales, marketing, and customer operations
- Zapier and Make orchestration consolidated under one clear map
- Reporting so you can see exactly what every automation is doing
- AI agents built on GHL with OpenAI reasoning grounded in your CRM data
- Twilio voice and SMS agents for inbound and outbound conversations
- Guardrails, escalation, and human handoff wired in, not bolted on
- Agents that update the CRM and trigger the next step automatically
- Existing workflows rebuilt for reliability and speed
- Error handling, logging, and alerts so failures surface fast
- Tested to run at volume without manual babysitting
- Documentation so the system runs with minimal supervision
- New agents and automations added as your funnel evolves
- Monthly optimization against pipeline, conversion, and retention metrics
- Self serve docs and Loom walkthroughs so your team can run and extend it
- All accounts, API keys, and workflows owned by you, not by me
Four weeks. Audit to autonomous agents.
Each week ships a working deliverable. Click any week to see exactly what lands in your account by Friday.
Deliverables this week
- Audit of GHL workflows, Zapier zaps, and Make scenarios, mapped for overlap and conflict
- Revenue lifecycle mapped from lead to close to retention with every handoff named
- What to optimize versus rebuild, ranked by revenue impact
- A written automation architecture you sign off on before building
Deliverables this week
- GHL pipelines, stages, custom fields, and tags aligned to your revenue model
- Clean data flow between sales, marketing, and customer operations
- Zapier and Make orchestration consolidated under one clear map
- Reporting live so you can see what every automation is doing
Deliverables this week
- AI agents on GHL with OpenAI reasoning grounded in your CRM data
- Twilio voice and SMS agents for inbound and outbound conversations
- Guardrails, escalation, and human handoff wired in, not bolted on
- Agents updating the CRM and triggering the next step automatically
Deliverables this week
- Existing workflows rebuilt for reliability and speed
- Error handling, logging, and alerts so failures surface fast
- Tested to run at volume without manual babysitting
- Accounts, API keys, and workflows handed to your team with self serve docs
Let's map your revenue operation together.
A 30 minute call where I share my screen, walk through the RevOps architecture, and show how a GHL AI agent grounded in CRM data behaves differently from a scripted bot. We'll confirm scope against your current workflows and where revenue is leaking. Happy to walk through commercials on the call.