Does any of this sound familiar?
Your tech stack is bloated and expensive
You’re paying for tools that don’t talk to each other. Half of them your team barely uses. The bill keeps climbing, but the results stay flat.
Leads are coming in. And then… nothing
Follow-ups slip. Replies are forgotten. Opportunities vanish not because you don’t have demand, but because there’s no system to catch them.
Growth is creating more chaos, not more control
Every new hire, new campaign, or new location adds another layer of confusion. You’re scaling the problem, not the solution.
Find out exactly where you’re losing leads and money
What it is
A full audit of your CRM, automations, integrations, tech stack, and funnel, mapped from the inside out.
What you get
A prioritized action plan with clear recommendations and a financial impact estimate: how much you’re losing, and how much you can recover.
How fast
In just 2 weeks, you’ll know exactly where the gaps are and what to do next.
Case Studies
OsteoStrong, a fast-growing franchise operation, was paying for a legacy platform that no longer justified the cost. After migrating from FranConnect to GoHighLevel, the result was immediate: $1,900+ in monthly savings, for a team of hundreds of employees and thousands of leads now operating through a modern, integrated system.
Up to $22,000/year saved in tool costs alone.
Hundreds of employees and leads impacted by the modernization.
One migration. One decision. One system that finally works.
This is what happens when the right diagnosis leads to the right action.
SalezWorks, an education company for fractional C-level executives, had a strong sales process and a marketing operation that wasn't feeding it. After rebuilding the launch strategy from the ground up, the impact was immediate: 7x more sales per webinar, with a brand that students, prospects, and partners started seeing in a completely different light.
A full brand transformation that changed how the market perceives SalezWorks.
A CRM built into the course itself, turning the methodology into an automated system.
One contractor. One collaboration. A co-founder relationship that grew out of the results.
This is what happens when technical depth meets the right strategic partnership.
Here’s what happens after you say yes
Lucas Nobre — Founder, Lumni Studio
Diagnostic (2 weeks)
We audit your CRM, automations, integrations, funnel, and tech stack. You receive a full map of what’s broken, what’s missing, and what to fix first, along with a prioritized action plan and financial impact estimate.
Implementation (4 to 12 weeks)
We build the system: CRM setup, multi-step automations, lead scoring, integrations, and performance dashboards. Everything connected. Everything working.
Optimization (ongoing, optional)
Monthly monitoring, performance analysis, and continuous improvements. A strategic partner who keeps the system evolving as your business grows.
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