Sales systems and reporting for high-ticket teams

The problem we solve

Many high-ticket teams still run on spreadsheets and end of day reports typed from memory. The CRM shows one number, the payment processor shows another, and marketing has a third. Leads slip between people and tools, and nobody can say which source produced the cash.

What we build

• Lead routing so every new lead reaches the right setter quickly.
• Reminders and confirmations to improve show rates.
• Follow-up workflows for no-shows, open decisions and payment plans.
• Data sync between your CRM, calendar, call recordings and payments.
• Commission tracking tied to collected cash.
• Revenue attribution from lead source to setter, closer, call and payment.

Our operations team handles routing, reminders, data sync and follow-up so your reps can focus on conversations.

Reporting with RevPhlo

Reporting is shared through RevPhlo, the sales intelligence platform co-founded by Dylan Rich. It writes AI post-call notes, matches payments to the right deal and rep, and shows leaderboards and revenue attribution in one dashboard.

Tools we connect

Systemized Sales and RevPhlo integrate with GoHighLevel, HubSpot, Stripe, Fathom, Zoom, Slack, Hyros, Fanbasis, Whop and Typeform.

Client results

• GovTech Academy: “From start to finish, everything was very organized. I got help not just with hiring, but with commissions, operations, Go High Level, Airtable, everything.” Symoné Beez, Founder. Read the case study
• Client Ascension: “I've probably lost millions in untapped leads over the years. We now have a system that can actually handle all our opportunities.” Daniel Fazio, Co-Founder. Read the case study

Client-reported results.

Related services

Systems need people who use them every day. Add sales management, or read our guide to revenue attribution for high-ticket sales.