Process — Erwin Miranda | GHL CRM & Automation Specialist
Home Process

A Clear Process, Start to Finish

No mystery, no scope creep. Here's exactly what happens from the moment we get on a call to the moment your automations go live — and what happens after.

📋 How I Work

My 5-Step Process

From first call to live automation — a clear, structured process that delivers results on time.

🔍

Discovery Call

We map your current processes, identify automation opportunities, and set clear goals and KPIs for your GHL build. I ask about your sales process, current tools, and where leads are falling through the cracks today.

30 min callNo cost
🗺️

Strategy & Mapping

I create a detailed workflow map and technical spec — every automation, integration, and pipeline laid out before we build, plus a fixed-price proposal so there are no surprises.

1-3 business daysFixed-price proposal
⚙️

Build & Configure

Full GHL setup — sub-accounts, pipelines, workflows, funnels, integrations, AI agents — built to spec with attention to every detail. I share progress updates so you're never left wondering what's happening.

5-7 days basic2-4 weeks full build
✅

Test & Refine

Every workflow is thoroughly tested — edge cases, error handling, integration failures, and performance are checked and fixed before anything touches a real lead.

Full QA pass
🚀

Launch & Support

We go live together. I provide training, documentation, and a support window so your team is confident and your systems keep running. Many clients keep me on retainer as their business keeps growing.

Handover + docsRetainer available
🤝 Working Together

What You Can Expect

A few things I hold myself to on every project, regardless of size.

💬
Clear, Frequent Communication
You'll always know what stage the project is in — no chasing me for updates.
📄
Documented, Not a Black Box
Every build comes with documentation so your team can maintain it, even without me.
🧪
QA Before Go-Live, Always
Nothing touches a real lead or customer until it's been tested end-to-end.
💰
Fixed-Price Proposals
You get a price after the strategy call, before any build work starts — no surprise invoices.
📌 Typical Project Timeline
Discovery Call
Day 0
30 min
Proposal & Mapping
Day 1-3
Fixed quote
Build (basic setup)
Day 4-10
5-7 days
Build (full custom)
Week 2-4
2-4 weeks
QA & Testing
Before launch
Included
Launch & Handover
Go-live day
Docs + training
🚀 Ready to Start?

Let's Get Your
First Call on the Calendar

Book a free 30-minute discovery call and I'll tell you honestly what's possible for your business.

📅 Book a Free Strategy Call ❓ Read the FAQ

Free consultation · No commitment required · Results guaranteed