Back to Blog
Professional Services
Professional Services Playbook: GHL for Intake & Billing
October 1, 2025
8 min read
By Sales Logistix Editorial Team
Pain Points
- Slow intake and scope creep
- Missed updates frustrate clients
- Late invoices and collections
Snapshot & Workflows
- Pro Services Snapshot with proposals, onboarding, project stages
- Intake: discovery form → proposal → e‑signature
- Status Updates: automated progress notes
- Billing: invoice nudges + late fee notices
AI Agents
- Voice: books consults, routes VIP clients
- Chat: FAQs, doc collection prompts
Ready to Transform Your Business?
See how TopofMind.AI can help you implement the strategies discussed in this article
Schedule Your Free Demo