AI & CRM Solutions

At Legacy Growth, our core consulting programs are 90-day or longer engagements where we work hands-on with clients to restructure, scale, and grow their businesses. You can explore those options here.

For entrepreneurs who want a fast, focused way to level up a specific area of their business, we’ve created our Growth Accelerators. These are one-time, project-based packages designed to give you a complete, professional solution in a matter of days. They are not retainers, they don’t include weekly calls, and they don’t cover every aspect of your business. Instead, they give you exactly what you need in a specific area: built quickly, built right, and ready to use immediately.

AI Invoicing System

Getting paid should never be the bottleneck in your business. The AI Invoicing System automates proposals, invoicing, and payment reminders so you stop chasing invoices and start getting paid faster. Built inside your CRM, this system keeps your pipeline organized and ensures no revenue opportunity slips through the cracks.

What’s Included:

Automated proposals and invoicing inside GoHighLevel or a similar platform

Custom pipeline setup for deal tracking

Automated payment reminders and follow-ups

Full CRM integration

Timeline

1-2 Weeks

Investment

$1497

Note: This package requires a CRM that supports advanced automation. If you don’t already have one, we recommend HighLevel. When you sign up through our affiliate link, we’ll complete your GHL setup for free (a $497 value).

AI Automation Setup

Every missed call, forgotten follow-up, or manual task costs you potential revenue. The AI Automation Setup creates smart workflows that respond instantly, keep prospects engaged, and free up your time. This is the foundation of a business that runs smoothly in the background while you focus on growth.

What’s Included:

Automated call-back system

Missed call text-back workflows

Follow-up reminders and task automation

CRM and calendar integration

Timeline

1 Week

Investment

$997

Note: This package requires a CRM that supports advanced automation. If you don’t already have one, we recommend HighLevel. When you sign up through our affiliate link, we’ll complete your GHL setup for free (a $497 value).

CRM Kickstart

A well-structured CRM is the foundation for effective automation. Without one, leads slip through the cracks and opportunities get lost. The CRM Kickstart sets up GoHighLevel (or your current CRM) with pipelines, forms, and automations so your business runs smoothly and your team always knows what comes next.

What’s Included:

Custom pipeline and opportunity stages

Lead form creation and integration

Calendar and scheduling setup

Notifications for follow-up and task tracking

Timeline

2 Weeks

Investment

$997

Note: This package requires a CRM that supports advanced automation. If you don’t already have one, we recommend HighLevel. When you sign up through our affiliate link, we’ll complete your GHL setup for free (a $497 value).