Lucid PI

Sales Calling System Setup In 2 Weeks

Lucid PI is a Brisbane-based property investment advisory founded by Chris McKnoulty, offering data-driven strategies to help Australians build wealth through smarter property acquisition. With over 20 years of experience in South East Queensland property analysis, Lucid PI had built a strong reputation for above-market returns. As the business expanded its Contra Properties brand, it needed a sales operation fast — a structured calling process, a CRM, and a trained caller. The timeline was tight: two weeks to go from zero to operational.

Overview

Why Lucid PI Needed a Sales Calling System Fast

Tecomato was engaged by Chris McKnoulty, Lucid PI's founder, to build a complete, easy-to-use sales calling operation within GoHighLevel in just two weeks — setting up the CRM, configuring softphone-based calling for a dedicated sales caller, and training the team to operate the system independently from day one.

Lucid PI property investment advisory GoHighLevel sales calling operation and team training case study

The Process

How We Built the Sales Calling System in 2 Weeks

01

Requirements Scoping & Rapid Planning: Working closely with Chris, Tecomato defined the calling operation's needs — lead sources, call workflows, pipeline stages, and reporting — compressing a typical discovery phase into days.

02

GoHighLevel CRM Setup & Softphone Configuration: A GHL instance was configured for sales calling, including softphone setup for a dedicated caller, lead list management, call disposition tracking, and automated task assignment.

03

Sales Pipeline & Workflow Design: A structured pipeline was designed to track every prospect from initial call through qualification, appointment booking, and conversion — giving the team and leadership clear visibility over the Contra Properties sales funnel.

04

Zapier/Make.com Automation: Automations were built connecting GHL with external lead sources, ensuring new prospects flowed into the system automatically and follow-up tasks triggered without manual handling.

05

Team Training & Handover: Tecomato delivered hands-on GHL training to the sales caller and leadership, covering call workflows, pipeline management, and reporting — ensuring the team was confident and self-sufficient by the end of the two-week sprint.

Lucid PI property investment website with lead capture and advisory landing pages

impact

What Changed After the System Went Live

Within two weeks, Lucid PI had a fully operational sales calling infrastructure. The dedicated caller was making outbound calls through GHL softphones, leads were tracked through a structured pipeline, and follow-ups were automated. The team was trained and operational — ready to drive the Contra Properties brand forward without dependency on external support.

Lucid PI website showcasing property investment services and lead generation system

Conclusion

Lucid PI's engagement with Tecomato proves that speed and quality are not mutually exclusive. A two-week sprint delivered a complete GHL sales operation — configured, automated, and handed over with training — giving a growing property advisory the engine it needed without missing a beat.

FAQ

FREQUENTLY ASKED QUESTIONS

Q: How quickly can a GoHighLevel sales calling operation be set up for a small business?

A: With focused planning and expert execution, a complete GHL calling operation — including softphone setup, pipeline design, automation, and team training — can be delivered in as little as two weeks.

Q: What does softphone-based sales calling look like inside GoHighLevel?

A: GHL softphones allow sales callers to make and receive calls directly within the CRM, with automatic call logging, disposition tracking, and task triggers — eliminating the need for separate phone systems.

Q: Why should property investment companies use GoHighLevel for managing their sales pipeline?

A: GHL provides a single platform for lead capture, calling, pipeline tracking, and automated follow-up — giving property advisory teams full visibility over every prospect from first call to conversion.

Q: How does team training on GoHighLevel help small businesses become self-sufficient?

A: Hands-on training covers call workflows, pipeline management, and reporting, ensuring the team can operate, troubleshoot, and optimise the system independently without ongoing external support.

Q: What role does Zapier and Make.com automation play in a GHL-based sales calling setup?

A: Automation connects GHL to external lead sources and tools, ensuring new prospects enter the system automatically and follow-up sequences trigger without manual data entry or task creation.