Pipedrive, ActiveCampaign, Zapier.
One platform instead.
A consolidated GoHighLevel build that retires Pipedrive, ActiveCampaign, and most of your Zapier scenarios, runs both businesses off a single snapshot tuned per service line, and closes the lead leaks you can feel but can't always see. Sales workflow audit first, then the migration, then RevOps recommendations baked into the build so the consolidation is also a conversion lift.
Three places your revenue leaks.
Two service businesses on the same stack means double the surface area, double the integration glue, and the same gaps repeated in both. The audit always finds the same three patterns.
Stack sprawl across two businesses
Pipedrive, ActiveCampaign, Zapier, Gravity Forms, Sheets, plus duplicated subscriptions across both businesses. Every tool is a seam, every seam is a place a lead can quietly disappear.
Silent Zap failures and stalled deals
Multi-step Zaps fail without anyone noticing, so leads land in the CRM with missing fields, never trigger the nurture, and sit in a stage no one is watching. Follow-up is whoever remembers.
Every change rebuilt twice
A new sales stage, a new nurture sequence, a new form field is two builds, two QA passes, two places to forget. The stack actively punishes the fact that you run two businesses with the same shape.
One GHL snapshot, tuned per business.
Phase one is a full sales workflow audit: lead-to-close mapped per business, every Zap traced, every form-to-CRM hop documented, every revenue leak named with a fix attached. Phase two is a single GoHighLevel snapshot built around the shared shape of both businesses, with custom field sets, pipelines, and nurture templates tuned per service line. Pipedrive deals, contacts, and stages migrate cleanly with history preserved. ActiveCampaign automations rebuild as GHL workflows with retry logic and failure alerts so silent failures stop happening. Gravity Forms keep working on WordPress and post into GHL via webhook (or move native, whichever fits each business better). Xero stays connected via the GHL native integration or a thin Zap, depending on how invoices flow. Documentation, a Loom library, and a 30-minute training session land at the end so the system is yours to run, not mine to maintain.
What you get. Phase by phase.
Each phase ships a working artifact you sign off on before the next begins. Fixed scope, weekly checkpoints, no rolling hours.
- Lead-to-close journey mapped per business with current tooling annotated at every hop
- Every active Zap traced for purpose, dependencies, failure history, and replacement plan
- Pipedrive stage and field audit, ActiveCampaign automation audit, Gravity Forms audit
- Written revenue leak report: where leads stall, where follow-up drops, where data dies, with concrete fixes
- Shared snapshot with two sub-accounts, one per business, branded and configured separately
- Pipelines and stages rebuilt with the audit's recommendations baked in, not just a Pipedrive copy
- Custom field model shared across both, with per-business extension fields where service lines differ
- Contact and company structure with source attribution, lead score, and lifecycle stage from day one
- Pipedrive contacts, deals, notes, and activity history migrated with relationships intact
- ActiveCampaign lists, tags, and automations rebuilt as GHL workflows tuned to the new pipeline
- Zapier scenarios audited: each one either replaced by native GHL, rebuilt with conditional logic and retry, or retired
- Gravity Forms wired into GHL via webhook (or migrated native), Xero integration verified end to end
- Every automation built with retry logic, failure alerts to Slack or email, and a daily exception report
- Stale-deal monitor: any deal sitting too long in a stage triggers a follow-up task and a daily owner digest
- Lead-form to nurture flow rebuilt with stage-appropriate sequences, branching on form answers
- RevOps recommendations baked in: stage conversion KPIs, source ROI, owner accountability dashboards
- Loom walkthrough library covering every workflow, pipeline, and integration end to end
- Written playbook covering daily, weekly, and monthly operating rhythm per business
- One live 30 to 60 minute training session covering daily use plus how to extend the system safely
- Light RevOps coaching during the build: funnel feedback, stage conversion targets, follow-up cadence, deal qualification
Four to six weeks. Audit to handover.
Each week ships a working deliverable. Click any week to see what lands.
Deliverables this week
- Lead-to-close journey mapped per business with tooling annotated at every hop
- Pipedrive, ActiveCampaign, Zapier, Gravity Forms audits complete with screenshots
- Written revenue leak report with prioritised fix list scoped into Phase 4
- 30 minute review call to align on scope, sign off audit, lock the snapshot architecture
Deliverables this week
- GHL snapshot with two branded sub-accounts, one per business
- Pipelines and stages rebuilt around the audit's recommendations
- Shared custom field model with per-business extensions where needed
- Contact and company structure with source attribution and lifecycle stage
Deliverables this week
- Pipedrive contacts, deals, notes, activity history migrated with relationships intact
- ActiveCampaign lists, tags, automations rebuilt as GHL workflows
- Each Zapier scenario replaced native, rebuilt with retry, or retired (documented)
- Gravity Forms wired via webhook, Xero integration verified end to end
Deliverables this milestone
- Every automation with retry logic, failure alerts, daily exception report
- Stale-deal monitor and lead-form to nurture flow with branching live
- RevOps dashboards: stage conversion, source ROI, owner accountability
- Loom library, written playbook, one live training session, full handover
Let's walk the audit together.
A 30 minute call where I share my screen, walk through how I'd audit both businesses in the first week, show how the shared-snapshot pattern works in GHL, and confirm scope against your two service lines. Happy to walk through commercials on the call.