Prepared exclusively for Your Agency Team

GHL + AI Specialist Who Ships, Not Just Spec's

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

📅 May 7, 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.

🗓️

Snapshot backlog is growing

Real estate, coaching, e-commerce — every client wants their own GHL build. Without a senior pair of hands the queue just stretches and onboarding starts to slip.

🧠

AI integrations are bespoke every time

OpenAI and Claude can do almost anything, but plumbing them into GHL workflows — prompts, function calls, error states, billing — is a different job from writing the prompt.

📞

Voice agents are hard to operationalize

Vapi, Retell, Bland all promise the moon. Making one actually trigger from a GHL pipeline, log back to a contact, and respect business hours is where most builds stall.

An embedded GHL + AI builder who ships workflows like clockwork.

I plug into your team as the senior specialist who owns the GHL + AI work end-to-end — snapshots, automations, voice agents, and the Make/Zapier/webhook glue between them. You get production builds shipped weekly, clean documentation per client, and an internal point person clients can trust. 20-30 hrs/week, long-term, available to start immediately.

Services & Deliverables

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

⚙️

GHL Workflows + Snapshots

  • Pipeline + opportunity stage design per vertical
  • Snapshot templating so wins replicate across clients
  • Custom values, custom fields, conditional automations
  • A2P registration + compliance setup when needed
🧠

AI Integration (OpenAI / Claude)

  • Lead enrichment, conversation summaries, reply drafting
  • Function calling tied to GHL contact + opportunity actions
  • Prompt versioning + cost monitoring per client
  • Fallback + error states so nothing silently fails
📞

Voice Agents (Vapi / Retell / Bland)

  • Persona + script tuned per client and use case
  • GHL trigger → call → contact + opportunity update
  • Live transfer + voicemail handling logic
  • Recording, transcript, outcome logged back to GHL
🔗

Make / Zapier / Webhook Glue

  • Webhook endpoints for any third-party SaaS
  • Make scenarios for higher-logic branching
  • Zapier for fast lightweight handoffs
  • Versioned, documented, handoff-ready for your team

How We Get There

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

1
Week 1 — Onboard Week 1

Tour your stack, snapshot library, and active client queue. Pick the first ship target.

2
Week 2 — First Ship Week 2

First client workflow live in production with documentation handed off.

3
Weeks 3-4 — Cadence Weeks 3-4

Steady cadence of 1-2 ships per week, AI integrations + voice agent builds slotted in.

4
Ongoing — Embed Ongoing

Long-term retainer at 20-30 hrs/week, growing into deeper AI + voice work as it lands.

How Your System Works

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

Yes No Yes No Client Request Scope + Snapshot GHL Build Needs AI? OpenAI / Claude Needs Voice? Vapi / Retell / Bland Glue (Make / Zap) QA + Document Client Live
Ready to move forward

Let's get on a call this week.

Send a couple of times you're free and I'll come ready to walk through the three GHL builds, the AI integration, and rate + availability. Immediate start either way.