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    Client Success Machine
    Service-based CRM

    Client Success Machine

    Client Success Machine is an automated growth system for service-based businesses. It creates a full SEO-ready online presence with pre-configured websites, workflows, and most importantly, social media automation. Thus, it makes digital marketing effortless and scalable. Hatz was approached to build Client Success Machine. It is a fully automated digital growth platform for service-based businesses like plumbers, electricians, and cleaning companies. The system is built on GoHighLevel in SaaS mode. It creates and manages client accounts at scale. Each account comes with pre-configured websites, workflows, automations, social media posting, and SEO. The platform makes digital marketing simple. Businesses can grow online without managing websites, blogs, or social media manually.

    Client Success Machine

    Development Team: Hatz Dimensions

    Project Overview

    Client Success Machine is an automated growth system for service-based businesses. It creates a full SEO-ready online presence with pre-configured websites, workflows, and most importantly, social media automation. Thus, it makes digital marketing effortless and scalable. Hatz was approached to build Client Success Machine. It is a fully automated digital growth platform for service-based businesses like plumbers, electricians, and cleaning companies. The system is built on GoHighLevel in SaaS mode. It creates and manages client accounts at scale. Each account comes with pre-configured websites, workflows, automations, social media posting, and SEO. The platform makes digital marketing simple. Businesses can grow online without managing websites, blogs, or social media manually.

    The main goal with Client Success Machine was to help service-based businesses scale their digital presence effortlessly. Hatz delivered a turnkey platform that automates client account setup, workflows, and marketing, driving measurable growth.

    Project Details

    Location

    United States

    Cooperation Period

    9 months

    Services Used

    CRM and Client ManagementWebsite Hosting and BuildersMarketing AutomationSEO and Content ManagementPayment and Invoicing Systems

    What They Needed: A Tech Partner on Board with Their Digital Strategy

    The main goal with Client Success Machine was to help service-based businesses scale their digital presence effortlessly. Hatz delivered a turnkey platform that automates client account setup, workflows, and marketing, driving measurable growth.

    Client's Requirements

    • Client & Account Management: A system to create and manage multiple client sub-accounts at scale with pre-configured websites, workflows, and automations.

    • Marketing Automation: Tools to automate email campaigns, SMS notifications, and social media posting to engage customers efficiently.

    • Content & SEO Management: Pre-built blogs, SEO infrastructure, and content scheduling to improve online visibility and search rankings.

    • Workflow Automation: Automated workflows for lead capture, appointment scheduling, follow-ups, and service notifications.

    • Analytics & Reporting: Dashboards to track website performance, lead generation, marketing effectiveness, and customer engagement metrics.

    Our Approach and Our Solution

    From the very first day, the Hatz Team worked closely with DJ Cutt to bring their objectives to life. Everything was done through a structured and reliable approach.

    01

    Client & Account Management

    We built a system to create and manage multiple client accounts at scale. Each account comes with pre-configured websites, workflows, and automations, streamlining digital operations for service-based businesses.

    02

    Marketing Automation

    We implemented tools to automate email campaigns, SMS notifications, and social media posting, helping businesses engage customers efficiently.

    03

    Workflow Automation

    The platform handles lead capture, appointment scheduling, follow-ups, and service notifications automatically, saving time and reducing errors.

    04

    Content & SEO Management

    We developed pre-built blogs, SEO infrastructure, and content scheduling features to improve online visibility and search performance.

    05

    Analytics & Reporting

    Dashboards were created to track website performance, lead generation, marketing effectiveness, and customer engagement, enabling data-driven decisions.

    06

    Scalable SaaS Management

    The system allows Hatz to manage multiple client sub-accounts from a single master account, making the platform fully scalable for growth.

    Challenges and How We Overcame Them

    Real-Time Account & Marketing Updates

    Keeping client accounts, campaign data, and automations updated in real-time across multiple sub-accounts was a challenge. We solved this by implementing real-time synchronization, event-driven workflows, and conflict resolution to ensure accurate and consistent data for all clients.

    Scalability for Multiple Clients

    Managing dozens or hundreds of client accounts simultaneously, each with websites, automations, and marketing campaigns, required careful planning. We addressed this by building scalable infrastructure, optimizing the database, and implementing load balancing to maintain smooth performance at scale.

    Results & Outcomes

    Client Success Machine has transformed how service-based businesses manage their digital presence, enabling automated growth and significantly improving online visibility and customer engagement.

    Project results
    100%

    Automated digital presence

    Project success
    3x

    Increase in online visibility

    "Client Success Machine has completely transformed how we help service businesses grow online. The automated account setup and marketing workflows have eliminated manual work, and our clients are seeing significant improvements in their online presence and lead generation."

    S

    Sarah Mitchell

    Founder, Client Success Machine

    Technology Stack

    We leveraged cutting-edge technologies and modern frameworks to build a robust, scalable solution.

    GoHighLevel

    React

    Node.js

    PostgreSQL

    AWS

    Stripe API

    Twilio

    Social Media APIs

    Development Process

    01

    Client & Account Management

    We built a system to create and manage multiple client accounts at scale. Each account comes with pre-configured websites, workflows, and automations, streamlining digital operations for service-based businesses.

    02

    Marketing Automation

    We implemented tools to automate email campaigns, SMS notifications, and social media posting, helping businesses engage customers efficiently.

    03

    Workflow Automation

    The platform handles lead capture, appointment scheduling, follow-ups, and service notifications automatically, saving time and reducing errors.

    04

    Content & SEO Management

    We developed pre-built blogs, SEO infrastructure, and content scheduling features to improve online visibility and search performance.

    Ready to see what we can do for you?

    Let's discuss how we can transform your business with innovative technology solutions.

    Let's Connect
    GoHighLevelReactNode.jsPostgreSQLAWSStripe APITwilioSocial Media APIs