Our company is the proving ground.

Our sales, finance, calls and knowledge run on systems we built. This is what that looks like inside SMGP.

Inside SMGP, September 2026

We build it.
We depend on it.

The systems below support the work of our own business. That gives us a practical understanding of what helps, what breaks and where a person needs to stay involved.

455automations built
194 running at the September review

The conversation

Replies arrive with research and a draft. A person approves the response, and the lead reaches the team with its context.

Reply copilot and lead alerts

Claude reads every reply, classifies it (lead, not interested, auto-reply, bounce), researches the company, drafts the answer and posts it to Slack for one-click approval; positive replies alert the team in real time.

It replaces a human refreshing five inboxes.

The morning lead check

A daily 8:00am digest of every new reply and lead across the campaign inboxes, auto-filed to the lead database.

It replaces the first hour of the day.

Lead-capture chat

The chat on smgp.co posts each message to a workflow; Claude answers from the site's own facts, qualifies in a few questions, hands off to the booking page, and files a work email to the lead database with a Slack alert.

It replaces a contact form nobody answered until the next morning.

The operation

The CRM, finance and delivery systems carry the work between accounts. Exceptions reach the people who can act on them.

The sales CRM

Opportunities board with a weighted pipeline computed in the database, a unified inbox fed by webhooks, activity log and weekly KPI.

It replaces GoHighLevel.

Finance OS

Bank and Stripe transactions synced into Supabase (4,576 transactions across 24 months), a 13-week cash forecast with three scenarios, monthly P&L, and branded invoicing at invoices.smgp.co.

It replaces a bookkeeper's spreadsheet and GoHighLevel invoicing.

The forms builder

Forms.smgp.co: 13+ live forms, Supabase backend, Slack alert on every submission.

It replaces GoHighLevel forms.

The mailbox connection monitor

34 sending mailboxes probed twice a day; a broken connection raises an alert before a send is missed.

It replaces finding out from a client.

The company memory

Calls, commitments and daily decisions become useful context for the next conversation.

Call-transcript ingest

Every recorded sales call is transcribed, classified and filed into the company knowledge base within 15 minutes, with the account page updated and the team notified.

It replaces note-taking after calls.

The commitments watchdog

Every promise made in Slack or on a call becomes a tracked row; the watchdog posts what is due, overdue and delegated, and files replies automatically.

It replaces a task list nobody opened.

The daily planner and end-of-day capture

A morning planning prompt and an end-of-day capture posted to Slack every working day; the replies are filed into the company knowledge base and turned into tracked commitments.

It replaces the notebook nobody reopened.

Claude Code skills

28 custom skills that run the company's repeatable jobs (drafting, invoicing, kickoff admin, DNS setup, lead checks, call sync) from a single command.

It replaces checklists.

People make the judgment calls.

AI researches, drafts, classifies and files. People choose the accounts, approve the replies, handle exceptions and take the sales calls.

We build the same distinction into client systems. The goal is a business that can do more, with clear responsibility for what it does.

Explore what could run in your business

What could your business become?

Let’s find the next move. A conversation with our team, a clear direction, and a plan to build it.

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