From first inquiry to signed member, in one system.
The OfficeEdge Sales Hub replaces GoHighLevel with one custom system that runs your entire sales process on its own, from the moment a lead comes in to the moment their signed agreement is filed. It comes with a member directory for OfficeEdge.com and the Greeting Builder we've already delivered.
Too many layers between a new lead and a signed member
Kelly, today a single new member passes through several separate tools. The lead lives in GoHighLevel, statuses are moved along by hand, the agreement is prepared from one of 14 versions, signed through Adobe, and then saved to OneDrive. Each handoff is a step someone on your team has to remember and complete.
You've told us the goal is to automate the whole process from the moment a lead comes in until they're signed up. The OfficeEdge Sales Hub puts every step in one place and runs it for you.
Today: several tools, many handoffs
- Leads, texts and pipeline in GoHighLevel
- Tour bookings, scheduling and rescheduling tracked by hand
- 14 agreements edited manually for each deal
- Signatures collected in Adobe
- Signed copies saved to OneDrive by hand
With the Sales Hub: one system, fully automated
- Leads, messages, tours, agreements and signatures in one place
- Tours booked, scheduled or rescheduled with confirmations and reminders sent automatically
- Agreements fill themselves in from the deal details
- E-signature built in, with no separate Adobe step
- Signed copies stored in the Sales Hub and saved to OneDrive automatically
Three solutions, one package
The OfficeEdge Sales Hub
A custom system that replaces GoHighLevel. It includes instant response to new leads, an AI assistant that answers questions and books tours, a tour calendar that handles booking, scheduling and rescheduling, a pipeline that updates itself, automatic follow-up, and agreements that are drafted, signed and filed with no manual work. We move your contacts and pipeline over from GoHighLevel.
OfficeEdge.com member directory
A searchable directory of the businesses and professionals working from each OfficeEdge location. It gives members visibility and gives OfficeEdge new search-friendly pages and social proof.
OfficeEdge Greeting Builder
The bilingual greeting studio your team uses to create polished, professional phone greetings with finished audio in minutes.
Follow one lead from form to signed agreement
This is the path every new lead takes once the Sales Hub is live. Choose how the tour gets on the calendar and whether the prospect shows up, then press play to watch the lead move through your pipeline.
Whichever way it happens, the Sales Hub sends the confirmation and calendar invite, updates the stage, notifies your team and resets the reminders.
Example prospect and timings for illustration. We'll confirm your stage names at kickoff, write every message in OfficeEdge's voice and set the timing with your team.
14 agreements become one master agreement with 14 cover pages
Your agreements differ only on the first page, so we build one master agreement and 14 cover-page options for your different offers and terms. Your team picks the offer and the client's details fill in automatically. Try it below.
- Client
- Company
- Location
- Term
- Rate
- Starts
Master terms
Your approved language, unchanged.
E-signature is built into the Sales Hub, so there's no separate Adobe step. Signed agreements are stored in the Sales Hub and saved to the client's OneDrive folder, so your files stay where your team expects them. We don't change your agreement language.
Show prospects the community they'd be joining
A searchable directory on OfficeEdge.com of the businesses working from each location. Members submit or update their listing through a simple form, and your team approves it before it goes live.
For members
A professional profile with their logo, services and contact link. It's visibility they value and a real reason to stay.
For OfficeEdge
Dozens of new search-friendly pages tied to your locations, plus proof of an established professional community on every tour.
OfficeEdge Greeting Builder
Bilingual phone greetings, ready in minutes
Your team can create, review and produce polished greetings with finished audio. It's built, live and included in this package.
What this changes for OfficeEdge
One system instead of several
Leads, tours, messages, agreements, signatures and files all live in one place. No more moving information between tools.
Hands-off from inquiry to signature
Every step from the first form to the signed agreement runs on its own. Your team steps in for tours and conversations, not paperwork.
Built around OfficeEdge
Your stages, your offers, your 14 agreements and your locations. It's built for how OfficeEdge sells rather than adapted from a generic template.
One consistent process
The same experience at every location, which makes the business easier to scale and more valuable over time.
Once the Sales Hub is live, you can retire GoHighLevel and the separate signing step, and your team gets back the hours spent moving information between systems.
Live in about six weeks
We walk through your current process, tour flow, offers and all 14 agreements.
The Sales Hub, AI assistant, tour calendar, agreement templates and the directory.
We move your contacts from GoHighLevel, test end to end, train your team and go live.
Adjustments to messages, timing and stages based on real results.
One package, one price
What we'll need from you
- Admin access to GoHighLevel so we can export your contacts and pipeline
- Access to the OneDrive folder where agreements are stored
- All 14 agreements, with a note on which offer or terms goes with each cover page
- The team members who should receive lead alerts and tour notifications
- A current member list for the directory
Not included
- Monthly running costs for hosting, text messaging, email delivery and e-signature, billed directly to OfficeEdge. We'll share an estimate at kickoff.
Ready when you are
Approve this proposal by replying to us by email or phone.
We schedule a kickoff call for this week.
The build starts right away, and you see progress every week.
We're excited to build this with you, Kelly.