GHLReputation ManagementDeployed · United States
End-to-End Sales & Operations Automation: GHL + JustCall + NMI + DocuSign + Airtable
Five sales reps closing deals entirely from GHL. SOW generation, DocuSign e-sign, NMI payment collection, compliance tracking, and reporting — all triggered automatically from rep activity.
Client: Guardian LinkVisit site
5
Reps fully automated
0
Manual backend steps
5
Tools connected
100%
Audit trail coverage
The Problem
- Guardian Link's sales team was switching between five tools to close a single deal.
- SOW creation, DocuSign routing, NMI payment collection, compliance logging, and reporting were all manual steps that created errors and delays at every handoff.
The Solution
- Built a GHL-anchored sales ops system connecting JustCall for call handling, DocuSign for automated e-sign, NMI for payment webhooks on collection, and Airtable for compliance and reporting.
- Every step triggers from rep activity in GHL — zero manual backend work from discovery call to collected payment.
Results
5 sales reps run their entire workflow from GHL — no backend system access required
SOW generation, e-sign, and payment collection fully automated from rep activity
Compliance tracking and reporting run without staff involvement
Full audit trail from first call to collected payment across all 5 systems
Tech Stack
GHLn8nJustCallNMIDocuSignAirtableZapier
Want something like this?
Tell me what you're building. I'll tell you honestly if I can help.