5 partners signed after rebuilding a buried inbox

A memorial company operating since 1925 was getting leads it never answered. We audited the CRM, rebuilt the pipeline around AI lead intake, automated chatbot handoffs and built the infrastructure to recruit partners across the US and Canada.

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The challenge

Pro Monuments runs a lead marketplace that connects families with monument makers. Leads were arriving, but the CRM had become a backlog: conversations went unread, opportunities carried no value, and there was no system for recruiting the partners who buy those leads.

What we did

Audited the GoHighLevel account end to end: conversations, pipelines, workflows, calendar, billing and reviews.
Rebuilt the pipeline as a 10-stage 'AI Lead Intake' flow with custom fields so every lead has a stage, an owner and a value.
Automated AI chatbot transcripts so live-chat conversations are emailed to the team the moment a customer replies, and connected AI chat and voice data through a webhook.
Built a partner recruitment engine: territory map, prospecting playbook, a 520-company prospect list across 60 regions and a three-email outreach sequence that books a 15-minute call.
Wrote a two-week Facebook calendar with separate tracks for families and for trade partners.