GHLFull StackDeployed
End-to-End Sales & Operations Automation: GHL + JustCall + NMI + DocuSign + Airtable
5Reps fully automated
0Manual backend steps
5Tools connected
100%Audit trail coverage
Five sales reps closing deals entirely from GHL. SOW generation, DocuSign e-sign, NMI payment collection, compliance tracking, and reporting — all triggered automatically from rep activity.
The Problem
Guardian Link's sales team was switching between five tools to close a single deal. SOW creation, DocuSign routing, NMI payment collection, compliance logging, and reporting were all manual steps that created errors and delays at every handoff.
The Solution
Built a GHL-anchored sales ops system connecting JustCall for call handling, DocuSign for automated e-sign, NMI for payment webhooks on collection, and Airtable for compliance and reporting. Every step triggers from rep activity in GHL — zero manual backend work from discovery call to collected payment.
Tech Stack
GHLn8nJustCallNMIDocuSignAirtableZapier
Results
- 5 sales reps run their entire workflow from GHL — no backend system access required
- SOW generation, e-sign, and payment collection fully automated from rep activity
- Compliance tracking and reporting run without staff involvement
- Full audit trail from first call to collected payment across all 5 systems