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    The lineupSPEC SHEET · PKG 01 / 09

    A high-trust website with CRM automation built in.

    You sell trust. Your prospects arrive on a website that doesn't reflect that, leaks leads in manual follow-up, and forces your team to copy data between tools. We rebuild the front of the funnel, site, intake, CRM, and the automations that connect them, so the work that matters reaches you, on time, with context.

    Request a proposalStart with a paid audit
    WHAT SHIPS — 10 LINESevery line in the SOW
    1. 01Website or landing pages
    2. 02Contact and intake forms
    3. 03GoHighLevel setup
    4. 04Make.com workflows
    5. 05CRM handoff
    6. 06Email and SMS automation
    7. 07Live chat handoff (if needed)
    8. 08Analytics setup
    9. 09SEO foundation
    10. 10GEO-ready visible content structure
    OUT OF SCOPE — SAID PLAINLY
    • Guaranteed SEO rankings
    • Guaranteed lead volume
    • Guaranteed revenue outcomes
    • Paid ads management (separately scoped)
    • Unlimited pages
    • Unlimited revisions
    • Custom SaaS backend
    BUILT FOR
    Financial advisors and private wealth firmsConsultants and advisory firmsAgencies and professional servicesLocal service businessesCoaches and expertsService operators with manual lead follow-up
    THE RUN
    1. 01

      Inquire

      Send a brief, what you do, what's stuck, what success looks like.

    2. 02

      Proposal

      Scoped proposal with deliverables, timeline, and fixed fee. 50 to 60% deposit on approval.

    3. 03

      Build

      Site, CRM, automations. Weekly progress, no surprises.

    4. 04

      Launch

      QA-reviewed handoff, training, and 30-day window for follow-ups.

    ON THE RECORD

    Honest answers to the questions that show up most.

    01
    Will this guarantee more leads?
    No. Lead volume depends on your offer, your audience, and your acquisition. We build the site and the operations behind it so leads convert and follow up reliably, we don't promise traffic.
    02
    Do you run paid ads?
    Not as part of this package. We can scope ads separately or hand off to your ad team with the analytics already wired up.
    03
    Can you use a different CRM?
    Default stack is GoHighLevel + Make.com because it covers most service businesses end-to-end. Other CRMs (HubSpot, Pipedrive, Salesforce) are possible, discussed during scoping.
    04
    What if I want changes after launch?
    30-day window is included for small follow-ups. Larger changes go through a change-request quote or a Monthly Engineering Retainer.

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    Ready to scope this?

    Send a brief or start with a paid audit. A founder reads every message and replies within 4 business hours.

    SVL Homes, Website + Lead & Voice Automation →Private Wealth Digital Experience Platform →CRM, Scheduling & Automation Pipeline →See technical lab →
    Request a proposalStart with a paid audit
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