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
3
Core automations
3
Forms 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 complete three onboarding forms. 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, 3 automations, landing pages, and booking calendar. Bundled and ready in 4 weeks. Once the build is done, weekly training calls, 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

Systematic 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
Systematic
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 from a master template. Your account is a complete CRM ecosystem on day one, not a blank platform you have to figure out yourself.

A
CRM Foundation
5 custom contact fields, 2 custom values, a 6-stage referral pipeline, and an 8-tag library that lets the automations stay in sync. The data model every other piece depends on.
Custom fields 6-stage pipeline 8 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
Three Automations
The engine. The Welcome Series handles intake and all 6 emails in one workflow. Engagement Detection fires the moment a contact replies. Do Not Contact fully silences anyone who opts out.
Welcome Series Engagement Detection Do Not Contact
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 account 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
  • 3 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 after the 4-week build and continue every week
  • 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 as long as you stay on the retainer
  • 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 $149 per month. You keep your account 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. Three onboarding forms. 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, account created.
03
Onboarding FormsThree forms. Your contacts and your voice.
04
Build + CustomizeWeeks 1 to 3. We handle all of it.
05
Review + ApproveWeek 3. Read 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