The Slate Method, Done-For-You CRM for Relationship-Driven Businesses
CRM infrastructure for relationship-driven businesses

Your referral pipeline.
Built. Loaded.
Running every month.

You do the relationship work. We build and manage the backend system that keeps your contacts warm, your pipeline full, and your name at the top of their mind.

Book a Discovery Call See pricing and pay
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4
Weeks to live
58
Custom emails
5
Core automations
1
Form to complete
01 The System

Not software.
Not a course.
A done-for-you system.

The Slate Method builds and manages your complete CRM backend inside GoHighLevel. Email sequences, automations, contact organization, weekly sends running on autopilot. All of it. Built to your voice, run by our team, month after month.

You fill out one form. You review and approve. Then the pipeline runs without you thinking about it. Your job is to show up for the conversations it creates.

01
We build the infrastructure CRM architecture, email sequences personalized to your voice, five automations, landing pages, and booking calendar. Bundled and ready in 4 weeks. Weekly training calls during the build, then every week after, plus access to the private client community.
02
We load your contacts. Then keep loading them. Initial import, tagging, and segmentation at launch. After that, ongoing contact intake. You send new contacts to us or add them through your intake page, and we make sure each one is set up correctly: right starting sequence, right tags, right pipeline stage.
03
We keep it running every month System monitoring, workflow maintenance, contact intake and setup, and a brief monthly report. Your weekly sends run on the rhythm we built. You handle the conversations. We handle the machine.
04
You handle the conversations When the system creates a connection, you follow up. That is the only part that has to be you.
02 The Method

Smart Lead Activation
Through Engagement.

The SLATE method is relationship-first, referral-driven, and built around one idea: the right system keeps you present in people's lives so that when they need what you do, they think of you.

S
Smart
Built to open conversations, not close sales. Every email is designed to feel like it came from a person, not a platform.
L
Lead
Your existing contacts are your warmest pipeline. The system activates what you already have.
A
Activation
A contact that never hears from you is a dormant asset. Consistent, personal outreach turns it into a referral relationship.
T
Through
The system works over time, not in a burst. Long-game nurture built for relationships that compound across years.
E
Engagement
Every touchpoint earns attention by being worth reading. No pitches, no market reports nobody asked for. Just connection.
03 What's Built

Four components.
One complete system.

Everything built and cloned from a master template. Your subaccount is a complete CRM ecosystem on day one, not a blank platform you have to figure out yourself.

A
CRM Foundation
Custom contact fields, a 7-stage referral pipeline, and a 10-tag library that lets the automations stay in sync. The data model every other piece depends on.
Custom fields 7-stage pipeline 10 tags
B
Email Library
A 6-email Welcome Series that orients every new subscriber into your world, plus 52 custom conversation emails, one per week for a year. Written in your actual voice using the SLATE prompt engine, not generic templates.
6 Welcome emails 52 weekly conversations Voice-matched
C
Five Automations
The engine. Intake, nurture sequencing, monthly rotation, meeting confirmation, and reply detection all run automatically. Contacts get the right touchpoint at the right time without any manual work.
Intake workflow Nurture engine Reply detection
D
Pages + Calendar
A contact intake page, a meeting booking page, and a connection calendar all wired to fire the right automation on submission. No manual routing.
Intake page Booking page Calendar
04 Investment

Two phases.
Clear pricing.

A setup phase to build and launch, followed by a monthly retainer to keep it running. No surprises, no scope creep, no platform fees on top.

Phase One
Setup and Build
$1,795
One-time, delivered in 4 weeks
  • GoHighLevel subaccount created and white-labeled
  • CRM architecture built: fields, pipeline, tags
  • 6-email Welcome Series and 52 weekly conversation emails written in your voice via the SLATE prompt engine
  • Five automations built and tested end to end
  • Intake and booking pages designed and connected
  • Your full contact list imported and tagged
  • Weekly training calls begin during the 4-week build and continue every week after
  • Test run and your approval before anything goes live
Phase Two
Monthly Retainer
$395
Per month, 3-month minimum, then month to month
  • GHL platform access included, no separate license fee
  • System monitoring and workflow maintenance
  • Ongoing contact intake, you send us new contacts or add them through the intake page, we set them up correctly in the system
  • Weekly training calls, every week for as long as you stay on the retainer
  • Access to the private client community
  • Brief monthly report: opens, replies, and activity
  • Reply detection active, you're notified the moment someone engages
Prefer to manage it yourself after the build? If you choose not to continue with the retainer after the 3-month minimum, platform access stays available for $99 per month. You keep your subaccount and your contacts. System management becomes your responsibility.
Pay and Get Started Or book a discovery call first

Have a discount code? You can enter it at checkout.

05 The Process

From first call
to pipeline live.

The onboarding is designed to ask as little of you as possible. One discovery call. One form. One round of review. After that, the system takes over.

See the full process
01
Discovery Call30 minutes to confirm fit. No commitment.
02
Pay and SignSetup fee collected, agreement signed, subaccount created.
03
Onboarding FormOne form. Your contacts and your voice.
04
Build + CustomizeWeeks 1 to 3. We handle all of it.
05
Review + ApproveRead the emails. Confirm the voice. Say go.
06
Pipeline Goes LiveWeek 4. Retainer begins. System runs.

Ready to build
your platform?

Start with a discovery call, or pay and we will reach out within one business day to begin.

Book a Discovery Call Pay and Get Started