The work behind the pipeline.

Mirrors every sale from the client's property app into a structured Drive hierarchy with duplicate-proof folder logic, invariant guards, and a writeback loop. The largest workflow in the suite.

Turns tracked time into validated, deduped Xero invoices, replacing a manual month-end reconciliation. A dedupe guard prevents double-billing on re-runs.

Syncs expression-of-interest submissions with a sparse, non-destructive patch that fills only blank fields and never overwrites agent-entered data, with a protected-stage guard.

Real-time bookings and cancellations with stage rollback and inspection-tag lifecycle handling, so the CRM and the reporting layer always match what happened.

Auto-creates missing pipeline opportunities, audits tags, and recreates dropped leads across 5 pipelines on a schedule. Drift gets detected and repaired automatically.

8 portal and ad-source parsers converge on a single enrichment-and-routing pattern with a redundancy catch-net, so every lead lands the same way and none drops silently.

Each development is its own project with its own brand; emails are built from structured fields, not raw HTML, so the output stays on-brand per property.

Extracts a brand palette and design profile from existing assets; an AI clarifier and style coach draft copy and generate the final HTML.

Pulls email content, media, and trigger links from the CRM and pushes campaigns and assets back, so the app and the CRM hold the same truth.

A no-login link where clients review the email in a sandboxed preview and approve or comment, all logged in one place with instant admin notifications.

A per-project asset library that de-dupes and optimises uploads; every save snapshots a version; a preflight panel checks each email before it sends.

A paginated pull of every active pipeline that resolves stage and agent IDs to names and maps custom-field dates, into a fast local snapshot with a logged run history.

Each metric filters on its own event date (inspection, EOI, sale), sidestepping the single-date-filter trap that corrupts most CRM dashboards.

A conversion funnel with stage-by-stage drop-off, owner performance per agent, cost per lead, cost per sale, and target-vs-actual against each project's spend.

Cross-tabs of the lead pool by budget bucket, bedroom type, and suburb, switchable across 6 developments.

A branded multi-section PDF export, public shareable report links that need no login, and an automated weekly summary email.

A form fill is not a lead. Conversion events were wired to the stage the client actually values, so the platform spends into people who answer the phone instead of people who are cheap to reach.

Scaling at the campaign level resets learning at the exact moment something starts working. Budget sat at the ad set so a winner could be raised without restarting it.

Weekly reads by ad set, not by campaign. A campaign average hides an ad set at 4 times the target cost, and that ad set keeps spending until someone looks a level down.

Where the client could give sales data, revenue was read against spend in the same table. The 1,405% campaign only looks like that because the revenue column is there: on clicks alone it was unremarkable.

$1.76 a lead in one education ad set and $22.46 in another account reflect 2 different markets. Setting the target for each market keeps the budget realistic.

Every ad is scored against plain thresholds (spend with no leads, fatigue, low data). The queue opens on the worst one with the why, a suggested move, and the daily budget that pausing frees.

16 ads under 5 campaigns with spend-share bars, deltas vs the prior week, CPL tinted against the account average, and hook and hold rates for video.

Spend vs leads over 14 days with the prior week greyed, CPL against last week, a creative-health split, spend by campaign, and top and worst performers.

A day-by-hour heatmap of lead volume, so the clinic can see the 7 to 9pm bump and check its callback speed on evening leads.

1 typed data model with a seeded generator. A Meta insights pull into the same shape lights up every view, with leads coming from the CRM rather than form fills.

179 live opportunities move through follow-up, nurture, booked calls, and funding stages. Each stage carries its dollar value, so the funnel shows where money sits and where it stalls.

3 follow-up touches, a nurture track, and a final follow-up all run from workflows. An enquiry gets worked the same way at 9pm as at 9am.

Eligibility checks run as their own workflows with their own pipeline stages, so funded enrolments never wait on someone remembering to ask.

Opportunity status, pipeline value, conversion rate, and where every enquiry sits, all on 1 screen. The owner reads it in a minute and trusts it.

9 parallel funnels for 1 psychic-education brand, each offer with its own sales page, thank-you page, and purchase workflow, plus abandoned-cart and payment-failed flows.

4 quiz and scorecard funnels score in the browser and post to inbound webhooks. 1 types founders into 4 archetypes. Another scores exit readiness across 8 dimensions and routes to 1 of 3 banded results.

The longest sales page runs past 30,000 pixels of scroll: offer, proof, curriculum, and application, paced without a single countdown timer.

Pages run in GHL funnels, so opt-ins, purchases, and tags land in the same CRM that runs the follow-up. Nothing sits between the page and the pipeline.