The challenge
A complete lead-to-booking engine for a CPA advisory brand: website, CRM, funnels, and automated follow-up sequences with AI-assisted reply handling and human-escalation rules built in across multiple offers.
How we built it
We built the entire lead-to-booking engine from scratch: a brand website, a GoHighLevel CRM implementation, Perspective funnel integration, and automated SMS and email sequences with AI-assisted reply handling. The system routes leads from multiple offers into separate pipelines with booking reminders and human-escalation rules built in, creating a repeatable engine that runs across multiple sub-accounts without manual intervention.
How the system works
The actual AI architecture we designed and shipped for Cash Flow Ranch.
Specifically, what we built
- Brand website plus GoHighLevel CRM implementation
- Perspective funnel integration with clean lead routing
- SMS and email sequences, lead-magnet delivery, and booking reminders
- AI-assisted reply handling with human-escalation rules
The measured impact
- 50-70% reduction in manual lead handling
- 60-80% faster speed-to-lead
- A repeatable engine across multiple sub-accounts and offers
Key result
60-80%
faster speed-to-lead
Build something like this for your business
Book a free 30-minute AI audit and we will scope exactly what is possible for your specific workflows.
Client
Cash Flow Ranch
Accounting / CPA