Phase 2:

Done-For-You Automation

Infrastructure Buildout

🎯 Objective: We build the engine. You start running smarter and set-up for scale.

Based on your roadmap, we design and deploy tailored workflows across marketing, sales, onboarding, service delivery, and retention.

This includes:

  • Full CRM buildout (High Level CRM) customized per department (sales, marketing, operations)

  • Custom workflows for lead capture, nurture, appointment booking, onboarding, post-sale follow-up, and reviews

  • AI Agent Deployment (for Growth or Scale Plan):

    – Sales: books calls, handles objections, follows up

    – Marketing: Reputation management agent (end to end management of Google & Meta reviews)

    – Ops: Answers phones, handles chat support and more.

  • Pipeline automation: so no lead or client falls through the cracks

  • Calendar + form integrations for seamless client experience

  • Dashboard setup so you can see every touchpoint, every deal, every dollar in one place

  • And more depending on your business and use case.

Deliverable: Working CRM + automations, email/SMS templates, AI agent setup (as applicable), internal documentation

Ask Us Anything

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778.760.1880

EvolvedGrowth.co

Evolved Growth

Vernon, BC

CANADA

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