Sales Schema: From Complex Tech Stack to Scalable Systems
Like many successful agencies, Sales Schema found themselves buried in client work and growth—but their systems weren't keeping pace. Before partnering with Simple Automations through The Agency Scale HighLevel Implementations Program, they were wrestling with scattered lead and sales systems spread across multiple tools, making it impossible to launch new offers efficiently or get clear visibility into their operations.
The Simple Automations team delivered a strategic, phased transformation that aligned perfectly with Sales Schema's capacity to implement change. Using a 'Just in Time' development approach, they systematically unified and enhanced every aspect of the business operations.
Key Transformations
🔄 Comprehensive System Integration
Consolidated 8 different tools into HighLevel
Successfully merged divided client/lead databases
Complex data migration from multiple sources including:
Streaks CRM
ConvertKit
Unbounce
Professional tech setup and connections
📈 Enhanced Lead Generation Systems
Deployed multiple lead generation funnels:
Mini Webinar Funnel
Live Workshop Funnel
Free Training Funnel
Book Lead Magnets
Added comprehensive tracking pixels
Created custom opt-in and resource pages
💰 Sales Experience Optimization
Implemented complete Sales Experience System (Consult 2 Close)
Dual calendar management
Custom landing pages
Strategic pipeline design
Created comprehensive tagging system
Full visibility into prospect marketing history
📱 Long Term Nurture (LTN) Implementation
Seamless ConvertKit migration
Custom newsletter templates
Automated nurture sequences
Integrated marketing campaigns
📱 Long Term Nurture (LTN) Implementation
Comprehensive Client Experience Canvas
Whimsical Board visualization
Detailed process documentation
Complete system architecture mapping
Results
Consolidated 8+ tools into one unified platform
Successfully launched new offer with supporting lead magnets
Complete visibility into client journey metrics
Merged divided databases into single source of truth
Phased implementation for optimal adoption
Sales team now has full visibility into prospect's marketing history
The best part? Sales Schema finally has clarity and control over their entire business operations. The phased 'Just in Time' implementation approach ensured their team could fully embrace each improvement without overwhelming their organization. Simple Automations' implementation expertise turned HighLevel from just another tool into their complete operational backbone.
Next Step: See How We Can Help
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