Audit and Clean-Up

Find out what is really going on in your GoHighLevel account, and get the worst of it fixed

I go through your whole account, tell you in plain English what is working and what is not, then fix the problems that matter most. A fixed price, and a good way to see what working with me is like before you commit to anything monthly.

What I look at

Every part of your account, so nothing is fixed in isolation and then breaks something else.

1

Contacts, tags and fields

Is there a system, or dozens of labels nobody uses?

2

Pipelines

Do the stages match how people really become clients?

3

Workflows and automations

What runs, what has quietly stopped, and what fires twice.

4

Forms, surveys and calendars

Where enquiries come in, and whether they are looked after.

5

Email and text sending

Your sending domain and settings, so messages arrive and do not land in spam.

6

Funnels and pages

Duplicates, old versions and broken links.

7

Connections to other tools

Payments, calendars and anything else plugged in.

8

What you pay for

Tools doing the same job, and anything you could cancel.

How it works

Day 1

Kickoff call

An hour together. You tell me about your business, how people become clients, and what is driving you mad. You give me access to your account.

Week 1

The audit

I go through everything and send you a plain-English report: what is working, what is not, and what to fix first.

Week 2

The clean-up

I fix the problems that matter most, in the order we agree, and test them properly before you rely on them.

End of week 2

Walk-through

A call to show you what changed, plus short videos you can watch again. You keep the report and the plan for what comes next.

If I find something bigger than the clean-up can cover, such as a funnel that needs rebuilding, I tell you and give you a price first. Nothing extra happens without your say-so.

What it costs

$750

One fixed price, paid when you book. You can move your kickoff call up to 48 hours before at no cost.

If we carry on together

Start a monthly retainer with me within 30 days of your walk-through, and the $750 comes off your first month. By then you will know exactly how I work, and I will already know your account.

If you would rather take the report and do the rest yourself, that is fine too. How working together works.

Book your kickoff call

Choose a time for our first call. Times are shown in your own time zone, and you pay when you book.

I record all my calls with Fathom, a note-taking tool. It lets me give you my full attention, keep an accurate list of what we agree, and listen again so nothing is missed. If you would rather not be recorded, just tell me and I will take notes instead. Please know that I may miss something that way, and by choosing not to record, you accept that. More in the privacy policy.

Trouble seeing the calendar? Open it in its own window, or email me at [email protected].

Not sure it is what you need? Book a free 30-minute call first.

Simply Aligned Tech, the trading name of Dawn Morgan  |  [email protected]

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