Two brands. One
operating platform.
A complete GHL CRM ecosystem for Blue Crab Inspections and Black Tie Termite & Pest, built as one shared-contact architecture so the inspection customer becomes the pest prospect natively. Four pipelines (inspections, pest, recruiting, business development), full integration into ISN, FieldRoutes, Aircall, Google Workspace, and Slack, executive dashboards across every department, and clean migration off ActiveCampaign and Wolf Pack with under 1% error rate. Documentation, training, and 30 days of post-launch support included.
Three failure modes in your current stack.
Two brands, multiple disconnected systems, and the handoffs between them living in someone's head. The three patterns below are why "complete implementation" is the right framing, not another partial setup.
Two brands, scattered systems
Inspections live in ISN, pest in FieldRoutes, marketing in ActiveCampaign, and the CRM in Wolf Pack. Nothing talks. The handoffs between brands and between stages live in someone's head, not in a system.
Cross-sell is leaking
Inspection customers are the warmest possible lead for pest, but the bridge between the two brands is manual today. The window between report delivered and pest pitch closes fast and most of it is missed.
Agent relationships tracked nowhere central
Hundreds of real estate agent partners means follow-up cadence, referral attribution, and who closed how many are all gut feel instead of dashboard. Business development decisions get made without data underneath.
A single GHL ecosystem for both brands.
One GHL operating platform replacing ActiveCampaign and Wolf Pack for both brands. The architecture maps Blue Crab and Black Tie as parallel brands inside one CRM with shared contacts (the inspection customer becomes the pest prospect natively), four opportunity pipelines built to your exact stages, a relationship layer for the hundreds of real estate agent partners with referral attribution and follow-up cadence baked in, and full integration into ISN, FieldRoutes, Aircall, Google Workspace, and Slack. The automation layer handles lead routing, missed-call text-back, appointment confirms, inspection reminders, review requests, the inspection-to-pest cross-sell sequence, the recruiting funnel from applicant to active, Slack notifications, and failed payment alerts. Executive dashboards across sales, marketing, operations, business development, recruiting, and customer service. Clean migration of every contact, company, opportunity, note, and tag from your legacy stack with under 1% error rate, documented step by step. Admin training, staff training, recorded SOPs, complete documentation, and 30 days of post-launch support after go-live.
What you get. Phase by phase.
The ten phases from your scope, consolidated into five build blocks. Every block ships with concrete deliverables and a sign-off benchmark before the next begins. No vague hours, no mystery scope.
- Workflow mapping with ownership: sales process, customer journey, team responsibilities, pain points, future goals
- Complete CRM blueprint: contact structure, company records, agent records, custom fields, smart lists, custom objects
- Naming conventions and opportunity structure documented for tags, pipelines, custom fields, and folders
- Sign-off benchmark: CRM blueprint approved by ownership before any build begins
- Blue Crab: New Leads · Scheduled · Completed · Report Delivered · Follow-up · Closed · Lost
- Black Tie: New Customer · Estimate · Scheduled · Service · Active · Renewal · Warranty · Lost
- Recruiting: Applicant · Interview · Ride Along · Offer · Hired · Training · Active
- Business Development: Prospect · First Contact · Meeting · Follow-up · Active Partner
- Automations: lead routing, missed-call text-back, appointment confirms, inspection reminders, review requests, inspection-to-pest cross-sell, recruiting funnel, Slack notifications, failed payment alerts
- Aircall integration with call logging, recording links, and missed-call workflows wired into pipelines
- ISN and FieldRoutes integrations with two-way sync (jobs, customers, status updates) flowing into GHL
- Google Workspace, Google Calendar, and Slack wired with documentation per integration
- Clean migration of contacts, companies, notes, tags, lists, opportunities, historical data with under 1% error
- Sales, Marketing, Operations, Business Development, Recruiting, and Customer Service dashboards live
- Sales dashboard covers lead source, conversion rate, close rate, revenue, inspection volume per brand
- User Acceptance Testing, automation testing, integration testing, reporting validation with written sign-off
- Administrator training, staff training, and recorded walkthroughs for every workflow and pipeline
- Complete documentation set: workflow diagrams, automation maps, integration docs, user guide, admin guide, troubleshooting guide
- Go-live launch with the team operating the system independently from day one
- 30 days of post-launch support: bug fixes, optimization, workflow adjustments, and staff questions answered
Twelve weeks. Blueprint to live.
Each block ships with a sign-off benchmark before the next begins. Click any block to see exactly what lands by the end of that window.
Deliverables this block
- Workflow map covering sales process, customer journey, team responsibilities, pain points, and future goals
- Complete CRM blueprint: contact structure, company records, agent records, custom fields, smart lists, custom objects
- Naming conventions and opportunity structure documented across both brands
- Sign-off benchmark: blueprint approved by ownership before any build begins
Deliverables this block
- Blue Crab inspection pipeline: New Leads to Scheduled to Completed to Report Delivered to Follow-up to Closed
- Black Tie pest pipeline: New Customer to Estimate to Scheduled to Service to Active to Renewal to Warranty
- Recruiting pipeline: Applicant to Interview to Ride Along to Offer to Hired to Training to Active
- Business Development pipeline: Prospect to First Contact to Meeting to Follow-up to Active Partner
Deliverables this block
- Automation layer firing: lead routing, missed-call text-back, appointment confirms, reminders, review requests, cross-sell, Slack notifications, failed payment alerts
- Aircall, ISN, and FieldRoutes integrations live with two-way sync where applicable
- Google Workspace, Google Calendar, and Slack integrations wired and documented
- Integration test benchmark: zero failed data transfers during testing window
Deliverables this block
- Clean migration of contacts, companies, notes, tags, lists, opportunities, and historical data with under 1% error rate
- Executive dashboards live across Sales, Marketing, Operations, Business Development, Recruiting, Customer Service
- Full UAT, automation testing, integration testing, and reporting validation with written sign-off from ownership
- Admin and staff training, recorded SOPs, complete documentation set, go-live, and 30 days of post-launch support
Let's walk this together.
A 45 minute discovery call where I share my screen, walk through the architecture, show a multi-brand GHL build I've shipped (pipelines, automations, dashboards on screen), and confirm scope against your top three priorities. Happy to walk through commercials, timeline, and rate on the call.