Project Proposal & Service Agreement

GHL Pipeline &
Automation Buildout

A complete lead-to-close system built inside your existing Go High Level account — so follow-up runs itself and no deal falls through the cracks.

Prepared For

Ramon Feliz

Company

Feliz Mortgage Group

Submitted By

Osiris Santos
Maker and the Made

Overview

What We're Building

Right now, leads are coming in but not all of them are making it to a closed loan. Some fall through the cracks after pre-approval. Others go quiet during credit repair and never come back. And when they close with someone else, it's not because they weren't interested — it's because no one stayed in front of them.

This agreement covers the design and build of a complete pipeline and automation system inside Go High Level — an 8-stage lead-to-close pipeline, 10–12 automation workflows, message templates, smart lists, and an evergreen reactivation system for the existing database. Everything is built to run without depending on the team's memory to trigger the right follow-up at the right time.

The build is scoped based on our discovery conversation. Specific workflow logic, trigger rules, and message content are confirmed via a post-approval questionnaire before build begins. Ramon reviews and signs off on each automation before it goes live.

Scope of Work

What's Included

The following represents the full confirmed scope of this engagement. Specific workflow logic and automation triggers are finalized via the post-approval questionnaire.

01

Pipeline Build

8-stage pipeline configured in GHL with custom substages where needed
Connected directly to existing website forms — every lead submission lands in Stage 1 automatically
Stages: Lead → Contacted → Application Submitted → Application Complete → Pre-Approved → Under Contract → Closed → Post-Close Nurture

02

Custom Fields & Tagging

Loan type tags: SFR, multifamily, VA, FHA, conventional
Pre-approval value and date fields
Credit repair and tax filing status flags
Last contact date and outcome tracking
Assigned team member field

03

Automation Workflows (10–12)

Every stage transition and key event triggers an automation. This is where the system does the work the team currently has to remember to do. Specific SMS vs. email routing and timing rules are confirmed during the post-approval questionnaire.

New lead assigned, outreach task created
No contact logged after 48hrs, escalation triggered
Application submitted, client confirmation sent
Incomplete application follow-up sequence
Pre-approval confirmed, nurture sequence starts
Pre-approved client 14 days idle, re-engagement fires
Loan goes under contract, closing checklist assigned
Loan closes, post-close sequence initiated
30-day, 6-month, and 12-month post-close touchpoints

04

Message Templates (Up to 12)

SMS and email templates for every confirmed touchpoint
Structure and logic written by us — team fills in personal voice
Covers: lead response, application confirmation, pre-approval, bi-weekly nurture, and all post-close check-ins
Fully editable after delivery

05

Smart Lists & Reporting

4 reporting views built directly in Ramon's GHL profile
Weekly leads not yet applied
Pre-approved with no recent activity
Pipeline value by stage
Buyer segment view — SFR vs. multifamily
Written SOP so the team can replicate views in their own profiles

06

Reactivation Sequences — Two Tracks

An evergreen re-engagement system that fires automatically when a contact goes cold. Built for the 2,600-contact existing database once a segmented list is provided.

Track 1 — Past closed client: relationship-based check-in messaging
Track 2 — Cold or stalled lead: re-engagement with a clear next step

Out of Scope

What's Not Included

Lead generation
Website copywriting or design
Photography or video production
Team training or education sessions
Ongoing account management after launch (available as a separate retainer)
A2P 10DLC registration (outstanding item from prior engagement)
Feature additions beyond confirmed scope — handled via change order

Responsibilities & Dependencies

Who Owns What

The project investment covers all configuration, build, and delivery by Maker and the Made Certain inputs and access are the client's responsibility to provide before and during the engagement.

Maker and the Made Covers	Client Responsibility
Full pipeline build and configuration	GHL sub-account access with admin permissions
All automation workflow builds	Segmented contact list — two lists: active/warm and cold/inactive
Message template writing and setup	Confirmation of active loan types for accurate tagging
Smart lists and team SOP	Completed post-approval questionnaire before build begins
Both reactivation sequence tracks	Workflow sign-off — Ramon reviews and approves each automation before launch
QA, testing, and 30-day post-launch check-in	Ongoing GHL subscription and account management post-delivery

A post-approval questionnaire is sent immediately after this proposal is signed. Responses govern the specific logic, timing, and routing of all automations. Build does not begin until the questionnaire is returned.

Timeline

How We Get There — 3 Weeks

Every phase below is part of how we build, not just what we deliver. Depending on how quickly questionnaire responses and sign-offs come in, this can finish ahead of schedule. Three weeks is the commitment. Earlier is the goal.

01

Foundation

Week 1

Pipeline build, custom fields, and tagging architecture configured. Smart lists built directly in Ramon's profile. Team SOP written and delivered. Post-approval questionnaire returned and reviewed — all workflow logic locked before build continues.

02

Automation & Messaging

Week 2

All 10–12 automation workflows built and configured based on approved questionnaire responses. Message templates written for every touchpoint — SMS and email. Both reactivation sequence tracks built and ready for review.

03

QA, Sign-Off & Launch

Week 3

Full QA and testing across every workflow and trigger. Ramon reviews and signs off on each automation before anything goes live. System launched. 30-day post-launch check-in call scheduled to QA everything in production.

Investment

Project Total: $4,500

GHL Pipeline & Automation Buildout — Full Build (Configuration, Automations, Messaging & Delivery)

$4,500

Payment 1 — Due today (locks in project start and schedules post-approval questionnaire)

$2,250

Payment 2 — Due upon final delivery and launch

$2,250

Payment 1 is required before the post-approval questionnaire is sent and build is scheduled. Payment 2 is due upon final delivery, sign-off, and system launch.

Terms & Conditions

Agreement Terms

1. Project Initiation

This agreement becomes effective upon receipt of Payment 1. The post-approval questionnaire will be sent upon payment confirmation. Build does not begin until the completed questionnaire is returned and reviewed by both parties. All workflow logic is governed by the approved questionnaire responses.

2. Scope & Change Orders

The scope of work is defined by this agreement and the completed post-approval questionnaire. Any additions, modifications, or feature requests beyond the approved scope require a written change order with associated costs agreed upon before work proceeds. Maker and the Made reserves the right to decline scope changes that fall outside the nature of this engagement.

3. Payment Terms

Payment 1 ($2,250) is due upon signing. Payment 2 ($2,250) is due upon final delivery and system launch. Invoices are due within 5 business days of issuance. Late payments are subject to a 1.5% monthly service charge. Maker and the Made reserves the right to pause work on outstanding balances until payment is received.

4. Intellectual Property

Upon receipt of final payment, the client owns all deliverables produced under this agreement, including all pipeline configurations, automation workflows, message templates, smart list SOPs, and supporting documentation. Maker and the Made retains the right to reference this project as portfolio work unless the client requests otherwise in writing within 30 days of project completion.

5. Client Responsibilities

The client agrees to: provide GHL sub-account access with admin permissions before build begins; return the completed post-approval questionnaire within 5 business days of receipt; review and sign off on each workflow during the QA phase within 5 business days; and provide a segmented contact list before the reactivation sequence build begins. Delays caused by late responses or missing client-side inputs may extend the project timeline without adjustment to the project fee.

6. Revisions

This agreement includes one structured QA and sign-off round following the build phase. Revisions are limited to adjustments within the approved questionnaire scope. Additional revision rounds or requests outside the original scope are billed at $150/hour and require a separate written agreement.

7. Confidentiality

Both parties agree to keep confidential any proprietary information, business strategies, client data, pipeline logic, or non-public materials shared during the course of this engagement. This obligation survives the termination of this agreement.

8. Termination

Either party may terminate this agreement with 14 days written notice. In the event of termination, the client is responsible for payment of all work completed to the date of termination, calculated at a pro-rated rate against the total project fee. Payment 1 is non-refundable once the post-approval questionnaire has been sent and build has been scheduled.

9. Limitation of Liability

Maker and the Made is not liable for any indirect, incidental, or consequential damages arising from the use or performance of the delivered system, including but not limited to missed follow-ups, lost leads, or platform outages. Total liability under this agreement shall not exceed the total project fee paid.

10. Governing Law

This agreement shall be governed by the laws of the State of Florida. Any disputes shall first be attempted to be resolved through good-faith negotiation. If unresolved, disputes shall be submitted to binding arbitration in Miami-Dade County, Florida.

GHL Pipeline &Automation Buildout