The Efficiency Engine Core Map
Stop Doing That Manually: Get Your Custom Efficiency Workflow Built
1 bottleneck + 1 automated solution + 1 price = 100% fewer headaches and 200% more efficiency.
The Problem
You're Trapped in the Copy-Paste Vortex
You know exactly what I'm talking about:
- Copying lead info from emails into your CRM... every single day
- Manually creating calendar events from your spreadsheet
- Remembering to follow up with people (and forgetting half the time)
- Switching between 47 apps just to complete one business process
- Spending your brain power on repetitive tasks instead of revenue-generating work
Here's the truth: If you're doing something more than twice a week, you shouldn't be doing it manually.
Your time is worth more than that. And your business deserves better systems.
What If It Just... Happened?
The Google Sheet → Calendar Connector
Client updates a spreadsheet with a new lead and call time → Calendar event auto-creates with all details → Task reminder appears → They just show up and call. No copying. No forgetting.
The Follow-Up Enforcer
Deal doesn't close → System automatically schedules 3 touchpoints based on why they said no → Email at day 7, text at day 14, task at day 30 → Nothing falls through the cracks ever again.
The LinkedIn → CRM Bridge
Someone accepts your LinkedIn request → They're automatically added to your CRM → Tagged as "New Connection" → Welcome sequence starts → Follow-up task created for you → Networking that actually builds relationships.
The Proposal Tracker
You send a proposal → System creates automatic follow-up for 3 days out → If they open it 3+ times, you get an immediate alert → You call while they're hot, not when they've moved on.
The Smart Onboarding Sequencer
Client fills out intake form → Based on their answers, they're assigned to the right service tier → Your team gets the right project tasks → Client gets the right welcome sequence → Everyone knows exactly what to do next.
The Meeting Prep Automator
Calendar event created → System pulls all recent activity from CRM → Sends you a briefing email 1 hour before → You walk into every meeting looking like you have a personal assistant.
The Review Request Optimizer
30 days after project completion → System checks if client has been opening your emails → ONLY sends review request to engaged clients → Higher review rates, fewer awkward asks.
The Engagement Resurrector
Someone engages with your email after 90 days of silence → They're automatically moved to "re-engaged" segment → Personalized comeback sequence triggers → Dead leads come back to life.
The Contract Expiration Manager
60 days before contract ends → Renewal tasks auto-created for your team → Email sequence triggers → If client engages, you get alerted → No more surprise cancellations.
The Inquiry Router with AI
Contact form submitted → AI analyzes their message → Automatically tags by interest → Assigns to right team member → Adds to appropriate pipeline → Response goes out instantly → Every lead gets handled perfectly.
Here's What You Get
The Custom Workflow Build Package
One Strategic Automation. Fully Built. Completely Customized.
- 30-Minute Discovery Call - We map out your workflow together (this is where we confirm it fits within scope)
- Custom Workflow Build - Built inside your HighLevel account (or connected via integration)
- Testing & Refinement - We make sure it actually works in your real business environment
- Documentation - Step-by-step guide of how your workflow operates
- Training Walkthrough - 20-minute screen recording showing you how to use and maintain it
Scope Parameters (Read This Carefully):
- One primary business process/trigger
- Up to 3 external integrations (like Google Sheets, Calendly, LinkedIn, etc.)
- Up to 10 automation steps/actions
- Standard conditional logic (if/then branches)
How This Works
Purchase & Schedule
Grab your spot, book your 30-minute discovery call
Discovery Call
We map your workflow together. I'll tell you if it fits within scope or needs adjustment.
Build Week
I build your workflow inside your systems (typical turnaround: 5-7 business days)
Testing & Training
We test it together, I provide documentation and training, you start saving hours immediately
The Investment
One Workflow. One Week. One Price.
Frequently Asked Questions
Q: Can I get multiple workflows built?
A: This package is for ONE workflow. If you need multiple, you'd purchase multiple packages (subject to availability).
Q: What if my workflow is too complex?
A: We'll identify this during the mandatory discovery call. You'll either receive a full refund or an adjusted quote before any work begins.
Q: Do I need HighLevel for this?
A: Most workflows will be built in HighLevel since that's where your CRM lives. Some workflows can operate outside of GHL using tools like Zapier or Make, but the complexity disclaimer applies.
Q: What if I don't know exactly what workflow I need?
A: That's what the discovery call is for. Come with your biggest time-suck, and we'll map out how to automate it.
Q: Can you build a workflow that does [extremely complex thing]?
A: Maybe! That's what the discovery call determines. If it exceeds scope, I'll be transparent about it.
Q: What happens after the workflow is built?
A: You own it. It runs in your account. I provide training so you can maintain it. If you break it or want changes later, that would be a separate engagement.
Important: How Scope Works
A Mandatory Discovery Call Protects Us Both
Not all workflows are equal in complexity. Before any work begins, we'll have a 30-minute discovery call to assess if your workflow fits within the defined scope.
What's Included:
- One workflow (up to 10 steps)
- Up to 3 external integrations
- Standard conditional logic
- Documentation & training
What Adds Complexity:
- Complex formulas in spreadsheets
- Extensive branching logic
- Custom API development
- Multi-step approvals
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