// Case Study
SOW generation, DocuSign e-sign, NMI payment collection, compliance tracking, and reporting all trigger automatically from rep activity in GHL - with zero manual backend work from discovery call to collected payment.
The problem
The sales team was switching between five tools to close a single deal. SOW creation, DocuSign routing, payment collection, compliance logging, and reporting were all manual steps.
Every handoff created errors and delays, and there was no single audit trail across the systems reps touched.
Every step triggers from rep activity in GHL, with JustCall wired in for call handling so reps never leave their pipeline view.
SOW generation and DocuSign routing fire automatically from a rep action, moving the deal to signature with no manual document handling.
NMI payment webhooks confirm collection the moment a client pays, closing the loop from signed SOW to collected payment.
Airtable captures compliance and reporting automatically, building a full audit trail from first call to collected payment across all five systems.
SaaS / Roofing Tech / US
A full RevOps infrastructure across GHL, Close CRM, Airtable, and n8n with attribution locking and automated post-sale activation.
Real Estate / US
A GHL KPI dashboard tracking 15+ KPIs live across 6 roles, with auto-calculated bonus tiers and stalled-deal detection.
Home Services / UK
A single AI agent and one knowledge base across WhatsApp, SMS, website, and Messenger with per-customer memory.
// Free Audit
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