Prepared exclusively for Client

Your GHL + REI Reply Stack, Architected & Measured

A tailored strategy to solve your most critical challenges and unlock growth.

📅 May 4, 2026 👤 Prepared by Jason 🔒 Confidential

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

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Two CRMs, Six Tools, No Single Source of Truth

GHL and REI Reply each hold pieces of the truth, with Zapier and Sheets duct-taping them together. Leads get lost between systems and nobody can answer 'how many appointments did we book this week' without opening five tabs.

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Workflows That Break Quietly

Triggers misfire, conditional logic doesn't account for edge cases, and nobody finds out until a deal goes cold. You need a builder who treats automation like production software — not a stack of recipes that almost works.

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Dashboards That Show Activity, Not Outcomes

Most reporting in GHL/REI Reply tells you what happened in the tool, not what's happening in the business. You need metrics tied to revenue — speed-to-lead, contact-to-appointment rate, pipeline velocity by source — surfaced in one place.

A Systems Architect Who Owns the Backend End-to-End

I'll architect your GHL + REI Reply stack as one connected system — workflows, integrations, and dashboards designed together, not bolted on. Every automation gets built like production code: clear triggers, defined conditional branches, error handling, and logging so a misfire is caught the same day, not the same quarter. You get a measurable backend with revenue-tied dashboards, plus an operator who can keep extending it as the business grows.

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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ARCHITECT — Systems Map & Integration Plan

  • Full audit of current GHL + REI Reply setup, Zaps, Sheets, and APIs
  • Process map of every business workflow — sales, marketing, ops
  • Single-source-of-truth design across both CRMs with clear data ownership
  • Integration plan covering Zapier, native APIs, and Google Sheets sync
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BUILD — Workflows, Triggers & Conditional Logic

  • Production-grade workflows with explicit triggers and branching logic
  • Marketing, sales, and ops automations built for the actual edge cases
  • Error handling + logging so silent failures get caught fast
  • Naming conventions and documentation so anyone can extend later
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INTEGRATE — Third-Party Tools & API Layer

  • Zapier and Make pipelines for cross-system data flow
  • Google Sheets two-way syncs for ops teams that live in spreadsheets
  • Custom API integrations where native connectors fall short
  • Webhook layer for real-time event handling between GHL and REI Reply
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MEASURE — Dashboards & Business Intelligence

  • Custom dashboards tied to revenue metrics, not vanity activity
  • Speed-to-lead, contact-to-appointment, pipeline velocity by source
  • Live data flow from GHL + REI Reply into a unified reporting layer
  • Alerting on KPI thresholds so you find out before the client does

How We Get There

A clear, phased approach so you always know what's next.

1
Discovery & Systems Audit Week 1

Audit current GHL + REI Reply setup, map every workflow, identify broken automations, and lock the integration plan. You leave week 1 with a clear systems map.

2
Workflow & Integration Build Weeks 2–3

Build production-grade workflows in GHL and REI Reply, wire up Zapier/Make integrations, Google Sheets syncs, and the API layer. Logging and error handling baked in.

3
Dashboards & Reporting Layer Week 4

Build the unified dashboard layer, define KPI thresholds, set up alerting, and connect every metric to a business outcome — not just a system event.

4
QA, Launch & Documentation Week 5

End-to-end testing across all flows, edge-case validation, full system documentation, and handoff. Optional rolling retainer for ongoing optimization.

How Your System Works

A visual breakdown of your build — from first touch to close.

Qualified Nurture Lead Enters GHL or REI Reply Trigger Fires + Tags Applied Conditional Logic Branches Cross-System Sync via API Outreach Automation Runs Outcome Logged to Dashboard Alert Fires on KPI Miss
Ready to move forward

Let's Map Your Stack and Quote the Build

I'll split the estimate into BUILD (one-time) and a MANAGE retainer for ongoing systems work. Send me a few times you're free and we'll get on a 20-minute call to map your current setup.