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Agencies running funnels and follow-ups

The agency ops pipe

HighLevel is the CRM and funnel, Claude writes the sequence, Zapier moves the events. Not a scrape-and-enrich SDR desk.

Who owns what

  1. HighLevel

    The pipeline — contacts, funnels, two-way SMS. Not the long-form copy.

    Try HighLevel (opens in a new tab)
  2. Claude

    The words — emails, SMS, landing blocks. Not the CRM writes.

    Try Claude (opens in a new tab)
  3. Zapier

    The glue — form to HighLevel, calendar, Slack. Not a second CRM.

    Try Zapier (opens in a new tab)

How to use this stack

  1. Build the funnel in HighLevel. Forms and tags first. Do not invent a second database.
  2. Claude writes the sequence against those tags. One writer.
  3. Zapier (or Make) only for apps HighLevel does not already speak.
  4. This is not the B2B lead enricher. If you are still scraping directories, go there.