During a short Zoom or phone conversation, show us one issue and explain what you expected to happen. We will help identify the likely cause and recommend a sensible next step.
The workflow, form, calendar, pipeline, report, or process causing the problem
A simple explanation of what should happen
An example of what is happening instead
The person currently responsible for the GHL account, when appropriate
Choose a date and time that works best for you. You’ll get confirmation and reminders by email and SMS.
No. The first meeting uses screen sharing and conversation only.
No. It is an initial health check focused on one problem. A deeper audit can be discussed after the meeting.
No. PipelinePilot normally works inside the GHL account you already use.
If there is a clear, limited task, we may recommend the First Fix. Ongoing administration is discussed only when it makes sense.