Helm — Client Intake

Your name*

So we know whose intake this is.

Business name*

Which of your businesses should Helm serve first, if you run more than one?

What you sell

Price points

Commission structure

Close volume per month

GHL instance(s)

Which GoHighLevel instance is the starting point, and what should read access look like?

Pipeline stages

How the pipeline actually runs today — not the ideal version.

Team structure

Who's on the sales team, and who touches a prospect and when.

Last 3 deals lost

The follow-up autopsy — what happened on each one?

Three KPIs you want every morning

Standing Orders — anything the crew should never do without asking

Beyond the default guardrails (never send externally, never commit on your behalf, never quote a price).

Call recording tool

Tell us about your business