Lever 02 · DIY Install

Pipeline + CRM
Every deal traceable, every stage automated.

GoHighLevel pipeline build with stages, automations, lead routing, and deal tracking — integrated with the phone agent, cold outreach, and paid traffic levers so every deal is traceable end-to-end. Most operators have a CRM they don't use. We give you one that runs itself.

$147 CAD · One-time · Lifetime access · All updates included
Get This Lever → Or get the full course at $697
What You Get

The exact build, without the agency.

This is the same pipeline + CRM infrastructure we install for our Revenue Architecture engagement clients — packaged as a self-serve install with every SOP, template, and prompt you need to ship it yourself.

GoHighLevel pipeline build SOP — Stages, automations, field requirements — the structure that works
Lead routing logic — Round-robin, specialty-based, or priority-based — your choice, built to match your team structure
Deal tracking with weighted-pipeline-value formulas — Know what your pipeline is actually worth, not what you hope it's worth
Stage-level conversion reporting — Know your cold-to-qualified and qualified-to-close rates — the metrics that matter
CRM hygiene SOPs — Dedup, stale-deal archival, field standardization — keeps the data trustworthy
Integration patterns — With Lever 04 (phone agent), Lever 07 (cold outreach), Lever 09 (paid traffic) — every source feeds the pipeline automatically
Follow-up audit automations — Auto-flag any deal that's been in a stage too long — nothing dies quietly
Weekly pipeline review template — For team standups — what to review, what decisions to make
Who This Is For

Built for the operator who only needs this piece.

01

Operators whose deals 'fall through the cracks' between stages because there's no clear owner or timeline.

02

Businesses with a CRM that's half-configured and nobody actually uses.

03

Anyone still running deals through Gmail threads or spreadsheets.

Heads up

If you need more than one lever, don't buy them individually.

Nine individual levers at $147 each = $1,323 CAD. The full 9 Lever Course is $697 CAD. The bundle is half the cost. This SKU exists for the operator who genuinely only needs this one piece — usually because the rest is already built or genuinely doesn't apply.

See the full course →
Common Questions
What format is this delivered in?

Video walkthrough plus downloadable templates, SOPs, prompts, and any code/config files needed for this lever. Hosted in a private member portal. Lifetime access.

Will I be able to install this myself?

If you're an operator who's comfortable with basic tooling — GHL, basic technical setup, copy/paste of templates — yes. We assume operator-level technical comfort, not developer-level. If you'd rather have us install it for you, the full Revenue Architecture System engagement is the route.

What if I buy this and later want the full course?

The $147 you paid is credited toward the $697 course price. You don't pay twice for the same content.

Refunds?

14-day refund window if the material isn't what you expected. After 14 days the SKU is non-refundable — at which point you've had full access to the templates and SOPs and the IP transfer is irreversible.

Get the Pipeline + CRM install kit.

$147 CAD · One-time · Lifetime access · All future updates included.

Buy Lever 02 →

Browse the other levers

Lever 05SEO Infrastructure Lever 09Paid Traffic System Lever 04AI Phone Agent Lever 07Cold Outreach Engine Lever 08Content Machine Lever 03Conversion Architecture Lever 06Follow-Up Automation Lever 02Pipeline + CRM Lever 01Analytics Command Center