CRM Systems & Revenue Operations

Your revenue
has a leak.
We'll fix it.

We build and manage GoHighLevel CRM systems that stop missed leads, close accountability gaps, and give high-ticket businesses dashboards they can actually trust.

Book a Free Strategy Call Watch Best Practices Video

For coaches, consultants, agencies, and B2B service businesses doing $500K+/year.

$5K One-time CRM Build

$2K/mo Fractional RevOps retainer

350+ GHL builds completed

The Real Problem

Sound familiar?

These aren't growing pains. They're systems failures. And every month they go unfixed, they cost more than the fix.

◈

You're paying for leads your team isn't following up on.

Money is going into ads and lead gen while qualified prospects sit untouched. No defined cadence, no enforcement, no one accountable.

◈

Your dashboards make no sense and you can't get actionable data.

You open the CRM and nothing tells you what to do next. Numbers that don't reconcile, reports nobody trusts, decisions made on gut feel instead of data.

◈

Your team isn't the problem. You don't have clear documentation.

When nothing is written down, every rep makes it up as they go. Inconsistent process means inconsistent results, and you end up being the system.

◈

You built this to lead it, not to live in it.

Chasing down data, cleaning pipelines, manually checking spreadsheets — that's not CEO work. That's what happens when the system doesn't run itself.

How It Works

From messy CRM to clean, accountable revenue system

We don't hand you a setup guide and disappear. Every engagement is scoped, documented, and built around your actual sales process.

Strategy First

We map your pipeline, stages, automations, and success metrics before a single workflow gets built. No surprises mid-build.

Full Technical Build

Pipeline setup, automations, calendars, AI assistant, source attribution, scorecards — everything built to spec and tested before launch.

SOPs & Training

Your team gets written SOPs and video walkthroughs. A live launch call ensures everyone knows exactly how to use the system.

Ongoing Optimization

Monthly reporting, dashboard maintenance, and continuous improvements — so your system stays accurate as your business grows.

Services & Pricing

Two ways to work together

A one-time build to get your system right, or an ongoing partnership to keep it optimized — or both.

One-Time Project

GHL CRM Build

$5,000

50% deposit to start · 50% at launch call

A complete GoHighLevel setup tailored to your sales process — automation, training, and post-launch support included.

Strategy session & pipeline map
Pipeline, stages, custom fields & lead scoring
Up to 5 users, 3 calendars, full integrations
SMS/email automations for each stage
Power Dialer + AI sales assistant
Source attribution & CAC/LTV tracking
Written SOPs + training videos
60-min launch call + 3 hrs post-launch support

Start Your Build

Monthly Retainer

Fractional RevOps

$2,000/mo

Revenue Visibility · or $3,500/mo for Revenue Optimization

We become your ongoing revenue operations partner — keeping dashboards accurate, running monthly audits, and catching problems before you do.

Dashboard maintenance & data hygiene
Monthly ROI audit + executive summary report
Top 3 next-move recommendations every month
Two strategy calls per month
Proactive monitoring — issues caught before you flag them
Optimization tier adds: A/B tests, GHL playbooks, process improvements

Book a Strategy Call

Common Questions

Heard these before.

"We already have a CRM."

Having a CRM and having a working CRM are different things. Most businesses have GHL set up — few have it set up correctly. We audit and rebuild what's already there.

"We're already making money."

Good. That means the leak is worth fixing. At $1M+ revenue, a 10% improvement in conversion or retention is six figures. One client typically covers the cost of this system.

"My team won't use it."

That's a system design problem, not a people problem. When the CRM is the easiest path to quota — not extra work — adoption follows. We build for actual use.

"We tried this before and it didn't stick."

Most builds fail because they skip documentation, training, and accountability rituals. We include SOPs, video walkthroughs, and a structured launch so it doesn't die in week three.

About

Ethan Fleming
Founder, Optimized Outreach

I started Optimized Outreach because I kept seeing the same problem: smart operators running strong businesses on broken backends. Scattered CRMs, dashboards that didn't reconcile, and founders doing the work their systems should be doing.

I specialize in GoHighLevel architecture, revenue operations, and automation systems — built specifically for coaches, consultants, and B2B service businesses. Every build comes with documentation and training, because a system your team doesn't use is expensive decoration.

350+ GHL builds completed. Based in Ormond Beach, Florida. Working with clients across the US, UK, and Australia.

Work With Me View Upwork Profile

★★★★★

Senior GoHighLevel Architect – Funnel & Automation Infrastructure

"Ethan did an incredible job on this project. This was a complex high-ticket funnel rebuild, not a basic GHL setup, and he handled it like a true systems architect."

Verified Client Upwork · Feb 2026

Solution Oriented Committed to Quality Reliable

CRM Build – Aesthetics & Wellness Clinic

"Working with Ethan was very professional. My system is working and making money. He carefully examined every detail, demonstrating new methods to improve my customer experience."

Verified Client Upwork · Jan 2026

Detail Oriented Professional Committed to Quality

GoHighLevel Coach – Funnels & Workflows

"Ethan is a true professional and super knowledgeable with GHL, automations, workflows and he's got great SYSTEMS. Highly recommend."

Verified Client Upwork · Aug 2025

Professional Solution Oriented

GHL Consulting + Resources

"We endorse Ethan as our go-to consultant expert for GHL. We look forward to working with him in the future to guide us in our GHL setup."

Verified Client Upwork · Feb 2025

Collaborative Clear Communicator

GHL Specialist – Ongoing Retainer

"Ethan's smart, reliable, and has exceptional communication skills. Can't say enough good things about him. Plan to work with him again next hurdle we face."

Verified Client Upwork · Mar 2025

Clear Communicator Reliable

Your revenuehas a leak.We'll fix it.