Mechanism 05

CRM Build & Migration

Your CRM is the revenue system everything runs on. In a regulated clinical org, a messy one quietly leaks pipeline and trust. We architect or migrate yours clean: contacts, pipelines, automations, and integrations rebuilt as a single source of truth, with zero data loss, so reps work the system instead of fighting it. Often we also consolidate a bloated stack and cut its cost in the process.

How it works
  1. Audit the current stack. We map every tool, integration, and overlapping spend, then define pipeline stages (MQL → SQL → proposal → signed → deploying → paid) with disqualification buckets. Pipeline as engineering, not guesswork.
  2. Migrate without data loss. Contacts, tags, segments, forms, templates, and automations rebuilt and reconciled. Nothing dropped, nothing duplicated.
  3. Re-wire integrations. Telephony/SMS, calendar, events/POS systems, and Zapier connected and tested in staging before any cutover.
  4. Rebuild the automations. Welcome, re-engagement, and the reactivation cadence wired in, with one iron rule: no next task = dead deal.
  5. Onboard the team, then support the cutover. Reps trained on the single source of truth, with hands-on support through the first weeks live.
  6. Consolidate redundant tools. Overlapping platforms collapsed into one stack. Fewer logins, less drift, real money saved.
Platforms we build & move between
  1. Close: our default for fast outbound-led sales orgs.
  2. HubSpot: full marketing + sales hub builds and migrations.
  3. GoHighLevel: when you want email + SMS + automation consolidated at a fraction of the cost.
Case in action
Tipsy Putt — one clean stack, ~$30K/yr saved

A ~$33K/yr stack, migrated clean and consolidated to one platform:

  • ▸ Migrated contacts, tags, 17 rebuilt forms and automations onto HubSpot.
  • ▸ Consolidated the whole stack onto GoHighLevel.
  • ▸ Conversion rose 30–40% to a client-stated 40–50%.
  • ▸ Cleaned the list to 65,000 deliverable contacts.
~$30K/yr
CRM cost saved
40–50%
conversion, up from 30–40%
65,000
clean, deliverable contacts
Read the case →
The stack
Close · HubSpot · GoHighLevel
TripleSeat / POS / SMS integrations
Zapier · PandaDoc · Calendly
Proof: migrated TipsyPutt HubSpot → GoHighLevel, cutting CRM cost from ~$33K/yr to under $200/mo — and conversion rose 30–40% → 40–50%.
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