A systems proposal from The Elite Admin
Prepared for Tina Bonner
Your next season of visibility should not depend on remembering who came from where, who needs follow-up, or which offer fits whom. The goal is a connected GoHighLevel ecosystem that gives the team clarity from first touch through client conversion and beyond.
The current gap
New and past leads can exist across multiple places, making it hard to see the full relationship in one view.
Without an automated journey, valuable interest can cool off before the right next step is offered.
If contacts are not organized by stage, pain point, and interest, communication becomes broad instead of timely and relevant.
The issue is not a lack of opportunity. It is the absence of a system designed to hold and move that opportunity.
The transformation
Before
After
What The Elite Admin will deliver
Bring the active and historical relationship picture into one central CRM environment.
Organize contacts so the team can understand where they are, what they care about, and what they may need next.
Create an intentional follow-up experience that begins when new contacts enter the ecosystem.
Let engagement help signal when a contact may be ready for the next conversation or offer.
Make it possible to identify the right group for a relevant offer without rebuilding the audience from scratch each time.
Built in GoHighLevel. Strategy, systems architecture, implementation, testing, and operational handoff are included. Graphic design is not included.
Why this matters now
As your public-figure brand grows, every new conversation carries more potential value—and more risk of being lost in the shuffle. A connected system gives that growth infrastructure: a place for individual coaching relationships, future offers, and organizational conversations to live, be understood, and be picked back up at the right moment. Instead of manually reconstructing the client story each time, the team simply looks and knows. It is also the foundation that makes broader work—like outbound media or speaking outreach—far easier to layer on later, should that become a priority.
CRM PROJECT ROADMAP
The standalone CRM project is designed as a focused 4–5 week implementation. Each milestone builds the foundation for the next so that the final system is usable, testable, and aligned with your post-meeting success criteria.
Timing assumes timely access to GoHighLevel, existing contact data, source platforms, and client feedback.
PROJECT COMPLETION
The final handoff is based on the agreed success outcomes for the Client Management Follow-Up System—not simply whether the backend has been built.
For purposes of the standalone project, ‘every lead and client source’ refers to the data sources, platforms, and historical records identified and agreed upon during discovery. Significant data remediation, newly discovered platforms, or additional systems may require a separate scope adjustment.
Timing assumes timely access to GoHighLevel, existing contact data, source platforms, and client feedback. Any material change in scope will be discussed before additional work is performed.
PROJECT SCOPE OF WORK
The $3,500 project investment covers the focused CRM foundation described in your Client Management Follow-Up System expectations.
Included
Outside This Project
Additional priorities can be handled separately or incorporated into the Six-Month Systems Partnership.
Ways to work together
Standalone Project
$3,500
A focused 4 -5 week implementation of the Client Management Follow-Up System defined in your post-meeting project expectations.
Flexible milestone payments available.
Partnership
$27,000
$4,500/month. 6 month commitment. Payment terms are negotiable.
For your broader buildout season: the Client Management System first, followed by additional systems, workflows, operations, writing, troubleshooting, and backend infrastructure as priorities evolve.
Designed as high-touch access, not unlimited labor. Major out-of-scope vendor costs, graphic design, specialized development, or unusually large implementation projects may be quoted separately when needed.
If the six-month partnership is the best strategic fit but the monthly investment needs to be structured differently, we can discuss scope and payment cadence before finalizing.
The right system should make the next move clearer—for the team and for the people entering your world. This proposal is designed to create that foundation now while leaving room for the brand, offers, and opportunities to grow.
The Elite Admin · Systems, Operations & Implementation