Spending Too Much Time Figuring Out HighLevel Instead of Growing Your Business?
I Help SaaSpreneurs & Business Owners Maximize HighLevel’s Powerful Features So You Can Automate, Streamline, and Scale Faster.
Stop struggling with trial and error. Whether you're just starting or already using HighLevel, I'll guide you in setting up effective systems that allow you to fully utilize this all-in-one platform and focus on scaling your business.
Tools I Use to Build Powerful HighLevel Systems
CAN YOU RELATE?
Is This What's Holding You Back?
💡 Your HighLevel Account Feels Overwhelming
You signed up for an all-in-one solution but ended up stuck in endless settings, unsure how to make it work for your business.
💡Leads Are Coming In, But Nothing's Organized
You’re getting form submissions or messages—but you have no idea where they go or what to do next.
💡Automation Isn’t Working Right
(or at All)
You tried setting up automations, but things break, emails don’t send, and follow-ups get missed. It’s frustrating.
💡 Too Much Manual Work, Not Enough Results
You’re still spending hours following up, updating pipelines, or messaging leads manually—defeating the point of having a system.
💡 Your Team is Confused or Not Using HighLevel
You’ve introduced the tool to your team, but no one really knows how to use it, leading to delays and bottlenecks.
💡You Know There’s More Potential, But Don’t Know What to Tweak
You’ve seen what HighLevel can do, but you’re not sure where to start or what to fix first to get real results.
If this sounds familiar, you’re not alone. This is what many SaaS founders and business owners go through before finding the right setup that actually works.
FEELING STRETCHED THIN?
Are You Managing Your Business or Just Managing Chaos?
Running a business today feels like juggling a hundred moving parts, especially when it comes to client acquisition and retention. You’re constantly checking messages, replying to inquiries, updating spreadsheets, and following up manually. Meanwhile, more leads slip through the cracks.
You know automation would help. You know there’s a better way to track and nurture leads. But between managing operations and wearing so many hats, you don’t have the time to figure out every workflow, setting, or trigger inside HighLevel.
The more time you spend chasing leads and managing tasks manually, the less time you have to focus on delivering results and growing your business.
If that sounds familiar, you're not alone. Many entrepreneurs face the same challenge. I help you turn all that chaos into clarity by setting up HighLevel to work for you.
THERE’S A BETTER WAY TO RUN YOUR BUSINESS
Make Your Tools Work Together — Not Against You
Too often, business owners end up with a patchwork of platforms for emails, calendars, reminders, and client tracking. It’s exhausting trying to keep everything in sync. Even worse, your team gets lost in the process, and leads fall through the cracks.
You’re investing in tech, but it’s not delivering the results you expected. Clients get missed. Follow-ups don’t happen. And the more you try to fix it, the more complicated it feels.
HighLevel was built to solve these problems, but only when it’s fully optimized for your workflow.
That’s where I come in. I help you simplify the chaos by setting up reliable, easy-to-manage systems inside HighLevel so your tools finally feel connected—and your business can move forward with less friction.
FEELING STRETCHED THIN?
Are You Managing Your Business or Just Managing Chaos?
Running a business today feels like juggling a hundred moving parts, especially when it comes to client acquisition and retention. You’re constantly checking messages, replying to inquiries, updating spreadsheets, and following up manually. Meanwhile, more leads slip through the cracks.
You know automation would help. You know there’s a better way to track and nurture leads. But between managing operations and wearing so many hats, you don’t have the time to figure out every workflow, setting, or trigger inside HighLevel.
The more time you spend chasing leads and managing tasks manually, the less time you have to focus on delivering results and growing your business.
If that sounds familiar, you're not alone. Many entrepreneurs face the same challenge. I help you turn all that chaos into clarity by setting up HighLevel to work for you.
THERE’S A BETTER WAY TO RUN YOUR BUSINESS
Make Your Tools Work Together — Not Against You
Too often, business owners end up with a patchwork of platforms for emails, calendars, reminders, and client tracking. It’s exhausting trying to keep everything in sync. Even worse, your team gets lost in the process, and leads fall through the cracks.
You’re investing in tech, but it’s not delivering the results you expected. Clients get missed. Follow-ups don’t happen. And the more you try to fix it, the more complicated it feels.
HighLevel was built to solve these problems, but only when it’s fully optimized for your workflow.
That’s where I come in. I help you simplify the chaos by setting up reliable, easy-to-manage systems inside HighLevel so your tools finally feel connected—and your business can move forward with less friction.
The Smarter, Simpler Way to Use HighLevel in Your Business
Make HighLevel work the way it was meant to—so you can automate more, close faster, and focus on what matters most.
What You’ll Get When We Work Together
HighLevel Account Setup and Clean-Up
Workflow Automation & Smart Follow-Up Systems
CRM, Pipeline, and Tag Structure Optimization
Calendar Booking & Reminder
Lead Capture Forms and Funnel Pages
Email and SMS Automation Setup
AI Chatbot & Voice AI Integration for Lead Engagement
Team Onboarding & Basic Training
Ongoing Technical Support (optional add-on)
HOW IT WORKS
A Simple 3-Step Process to Make HighLevel Work for You
Getting started is easy. Follow these steps to turn HighLevel into a system that supports your business growth—without the overwhelm.
01
Book a Free Discovery Call
We’ll go over your goals, current setup, and where HighLevel feels overwhelming or underutilized. This quick session helps uncover opportunities to simplify your system and make it work better for your business.
02
We Map and Build Your Smart System
Based on your business model, I’ll create a customized plan and implement the key workflows, automation, and integrations inside your HighLevel account. You’ll get a cleaner, more organized setup that works for you and your team.
03
Start Running Smoother, Smarter, and Faster
Your business operations start to feel more automated, more responsive, and less stressful. You’ll save hours every week, engage leads more effectively, and gain the clarity you need to grow.
WHO'S BEHIND THE FUNNEL
Hi, I’m Carl - Your Funnel and Automation Expert
I know firsthand how tough it can be to generate leads and grow a financial services business—because I’ve been there.
For four years as a Financial Advisor, I struggled with inconsistent leads, missed quotas, and exhausting manual outreach. Without a proper system, I felt stuck in a never-ending cycle.
That’s when I made a shift. I became a Virtual Assistant, explored Digital Marketing, and discovered the power of Funnels, Automation, and SEO. Seeing how smart systems could transform client acquisition, I specialized in building them—helping Financial Advisors like you attract, nurture, and convert leads effortlessly.
Why Work With Me?
I Know the Struggles of Financial Advisors – With firsthand experience in the industry, I understand the challenges of finding and converting leads
I Build Funnels That Work for You – My systems are designed to attract, nurture, and convert leads without relying on manual follow-ups.
I Help You Get Found Online – By integrating SEO, I ensure your funnel has the potential to attract long-term organic leads.
WHO'S BEHIND THE FUNNEL
Hi, I’m Carl - Your Funnel and Automation Expert
I know firsthand how tough it can be to generate leads and grow a financial services business—because I’ve been there.
For four years as a Financial Advisor, I struggled with inconsistent leads, missed quotas, and exhausting manual outreach. Without a proper system, I felt stuck in a never-ending cycle.
That’s when I made a shift. I became a Virtual Assistant, explored Digital Marketing, and discovered the power of Funnels, Automation, and SEO. Seeing how smart systems could transform client acquisition, I specialized in building them—helping Financial Advisors like you attract, nurture, and convert leads effortlessly.
Why Work With Me?
I Understand What You’re Dealing With – I’ve helped business owners who felt overwhelmed by tech. I know how all the moving parts come together and simplify the process so you can focus on your clients and your growth.
I Build Practical and Scalable Systems – I don’t just make things look good. I create HighLevel setups that run smoothly, automate repetitive tasks, and adapt to the way your business works.
I Guide You Through the System – You won’t be left figuring things out alone. I walk you through how everything works, support your team when needed, and make sure you feel confident using HighLevel every day.
WHO'S BEHIND THE FUNNEL
Hi, I’m Carl - Your Funnel and Automation Expert
I know firsthand how tough it can be to generate leads and grow a financial services business—because I’ve been there.
For four years as a Financial Advisor, I struggled with inconsistent leads, missed quotas, and exhausting manual outreach. Without a proper system, I felt stuck in a never-ending cycle.
That’s when I made a shift. I became a Virtual Assistant, explored Digital Marketing, and discovered the power of Funnels, Automation, and SEO. Seeing how smart systems could transform client acquisition, I specialized in building them—helping Financial Advisors like you attract, nurture, and convert leads effortlessly.
Why Work With Me?
I Understand What You’re Dealing With – I’ve helped business owners who felt overwhelmed by tech. I know how all the moving parts come together and simplify the process so you can focus on your clients and your growth.
I Build Practical and Scalable Systems – I don’t just make things look good. I create HighLevel setups that run smoothly, automate repetitive tasks, and adapt to the way your business works.
I Guide You Through the System – You won’t be left figuring things out alone. I walk you through how everything works, support your team when needed, and make sure you feel confident using HighLevel every day.
PORTFOLIO
See How Smart, Simple Systems Drive Results
Every business is different, but the goal is the same—make things work smoother, faster, and with less manual effort. Below are a few sample projects I’ve designed in the past, focused on lead generation strategy. While these were funnel-based, the same thinking applies to building smart automations and HighLevel workflows.
Sales Funnel System
Crafted to guide your prospects from curious visitors to booked calls and paying clients. I design high-converting landing pages and lead capture flows that work hand-in-hand with your HighLevel automations — so you're not just getting clicks, you're building a system that converts.
✅ Strategic funnel design
✅ Lead capture and segmentation
✅ Integrated with automation and follow-up
✅ Optimized for conversion and clarity
Workflow & Automation Setup
Turn repetitive tasks into automated actions that save you time and boost efficiency. I’ll build custom workflows inside HighLevel that handle lead nurturing, appointment follow-ups, onboarding, abandoned leads, and more — all without lifting a finger.
✅ Fully customized automations
✅ Smart triggers based on lead behavior
✅ Follow-up sequences via email and SMS
✅ Hands-off nurturing, tagging, and routing
CRM & Pipeline Management Setup
Say goodbye to scattered spreadsheets and messy contact lists. I’ll set up your CRM and pipeline stages inside HighLevel so you can track every lead, know exactly where they are in your sales process, and never miss a follow-up again.
✅ Organized pipelines by status or service
✅ Lead tagging and segmentation
✅ Visual tracking of each stage
✅ Clean, simple CRM setup built for growth
AI Chatbot & Voice Assistant Integration
Let your system talk to your leads, even when you're not online. I’ll help you set up HighLevel’s AI chatbot and voice assistant tools to answer questions, capture information, and guide visitors toward booking — all in real-time.
✅ 24/7 chatbot to handle inquiries
✅ Voice AI setup for lead qualification
✅ Seamless integration with workflows and CRM
✅ Custom scripts that reflect your brand tone
⚠️ Disclaimer: Since I’m currently working with an agency, I can’t share full client systems here. But no worries! The funnel samples above are from my own builds — and if you want to see how I set up simple automations like calendar booking, appointment reminders, and follow-ups, feel free to check out this test funnel I made. It gives you a quick peek at how I work behind the scenes.
FAQs
What You Need to Know Before Working Together
Not sure if this is the right fit for you? Here are answers to common questions Financial Advisors ask before getting started.
How do I know if this service is right for my business?
If you're a SaaS founder or business owner using (or planning to use) HighLevel but don’t have time to set things up properly—this is for you. I help turn the platform into a working system that saves time and drives results.
Do I need to know exactly what I want before booking a call?
Not at all. We'll use the discovery call to figure out your goals, your current setup, and what kind of automations or systems would actually help you grow.
I already have HighLevel. Can you just optimize what I’ve started?
Yes! I can audit your existing setup, clean up workflows, improve your pipeline, or rebuild specific parts to make them more efficient and easier to manage.
What if I don’t have anything set up yet?
That works too. I can start from scratch and build a working system for you—from lead capture to nurturing, reminders, and follow-ups.
Do I need to be tech-savvy to use the system after it’s built?
Nope. I’ll make it simple and user-friendly. I also provide training videos or walkthroughs so you or your team can use the system confidently even without a tech background.
Will you need access to my HighLevel account?
Yes, I’ll need to be added as a user so I can build directly within your workspace. You’ll still have full control and visibility at every step.
Are you available for ongoing support or just one-time projects?
My main offer is project-based, but I also offer retainer options if you need help maintaining or expanding your HighLevel setup over time.
What kind of automations can you build for me?
From basic lead capture and appointment reminders to advanced workflows, nurturing sequences, internal notifications, and even chatbot or Voice AI integrations—I'll build what fits your goals.
How long does it usually take to finish a project?
Most projects take 1–3 weeks depending on the scope. Simpler systems are quicker, while more advanced builds may take a little more time (don’t worry, I’ll keep you updated throughout).
Can this system grow with my business?
Absolutely. I don’t just build quick fixes—I create systems that are scalable, modular, and easy to update as your business evolves.
Turn HighLevel Into Your Best Business Asset
Let’s turn your HighLevel account into a system that captures leads, books calls, and follows up automatically.
No need to figure everything out on your own. Whether you need a funnel, automation, CRM support, or all of it, I’ll help you build a system that fits your business.
