FX
FunnelXpertsAutomate · Capture · Grow
How We Work

From audit to live system.
No surprises.

Four steps. The same process on every build. You know exactly where things are at every step, no radio silence, no rework, no surprises at handoff.

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Our Process

Four steps. Every build.

No step is skipped. No step is rushed. Every client goes through the same process, because it works.

Step 01Free · 24h turnaround

Free Systems Review

We find the gaps before you spend anything.

Every engagement starts with a free audit of your current setup, CRM, lead capture, follow-up sequences, and integrations.

We're looking for exactly where leads are being lost and where revenue is leaking before it reaches your pipeline.

A focused discovery call follows, we go deep on how your business actually operates, your intake process, your tools, and what a successful outcome looks like. This isn't a sales call. It's a scoping call.

Written gap analysisRevenue leakage mapScope confirmed
Step 02Approved before build

Custom Blueprint

Architecture before code. Always.

Before anything is built, we design the full system architecture, every pipeline stage, every automation trigger, every integration point.

You see exactly what will be built and how it connects. Nothing is a surprise at handoff.

This is where most agencies skip ahead and start building. We don't. A system built without a design is a system that needs rebuilding.

Pipeline architecture docAutomation flow mapSign-off before build starts
Step 03Edge-case tested

Build & Test

Built to your spec. Stress-tested before it goes live.

The system is built inside GoHighLevel, configured specifically to your business, not adapted from a generic template. Progress updates throughout, no radio silence.

Every workflow, trigger, and integration is then tested against real scenarios: duplicate leads, failed payments, out-of-hours enquiries, and incomplete submissions.

Nothing goes live until every scenario passes and you've signed off.

Configured GHL accountAll automations liveQA checklist complete
Step 0430-day support included

Handoff & Support

You own it. We stay on for 30 days.

Full walkthrough of your system, every pipeline, every automation, every integration, so your team knows exactly how it works.

Documentation is provided for your team to reference. You own everything outright from day one.

We stay on for 30 days post-handoff for questions, adjustments, or optimisations. No ticket system, direct access.

Walkthrough recordingTeam documentation30-day priority support
What to Expect

Your experience, week by week.

A concrete view of what you get and when, from first call to a fully running system.

Week 1

Audit & Discovery

Free audit delivered within 24 hours. Discovery call scheduled. We map your current setup, find every gap, and scope the build before anything is committed.

Written gap analysis
Process map
Scope confirmed
Weeks 2–3

Design & Build

Full system architecture designed and approved by you before build starts. CRM configured, automations built, integrations connected. Progress updates throughout.

Approved blueprint
Configured CRM
All automations live
Week 3–4

Testing & QA

Every workflow stress-tested against edge cases, not just happy-path checks. Nothing goes live until every scenario passes and you've signed off.

Edge cases tested
QA checklist complete
Go-live sign-off
Launch + 30 days

Handoff & Support

Full team walkthrough, documentation delivered, and 30 days of direct-access support begins. You own the system from day one.

Walkthrough recording
Team documentation
Direct support access
Why It Works

Principles behind the process.

Every step exists for a reason. These are the four non-negotiables on every engagement.

Blueprint before build.

Architecture is fully designed and approved before a single workflow is created. You know exactly what's being built and why, no surprises at handoff.

Edge-case tested.

Every workflow is stress-tested against real scenarios, duplicate leads, after-hours enquiries, incomplete submissions. Not just checked that it fired.

No templates, ever.

Every system is built from scratch around your specific business. A cleaning company's pipeline looks nothing like a dental practice's. They shouldn't share a template.

Principal-led, always.

You work directly with the people building your system. No account managers. No handoffs between what was scoped and what gets built.

Common Questions

Questions worth asking.

Still have questions? The free systems review answers everything specific to your setup.

We'll audit your existing setup as part of the free audit. Most existing accounts have misconfigured automations, duplicate contacts, or missing integrations. We either rebuild inside your account or migrate to a clean setup, whichever is more efficient.

Free · No commitment · 24h turnaround

Your leads are slipping through the cracks.

Book a free systems review. We'll map exactly where you're losing revenue and what it takes to fix it, before any commitment.

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