

You’re generating leads, but are you tracking the right numbers to maximize your ROI? Without a clear system in place, leads slip through the cracks, response times lag, and your cost per deal skyrockets.
That’s where our One-Time KPI & Lead Flow Audit comes in.
Pinpoint the gaps in your system.
Identify leaks in your lead-to-close pipeline.
Get a clear roadmap to optimize and scale.

You’re generating leads, but are you tracking the right numbers to maximize your ROI? Without a clear system in place, leads slip through the cracks, response times lag, and your cost per deal skyrockets.
Leads slipping through the cracks?
Book a call, get a full audit of your lead flow and KPIs, and walk away with a custom blueprint to fix it—fast.
For just $300, we’ll provide you with:
Custom KPI Analysis – We break down your marketing spend vs. ROI, conversion rates, and where your leads fall off.
Lead Flow Blueprint – A step-by-step breakdown of how leads should move through your system, including:
- New lead intake process
- Automated follow-up sequences
- Call & response timing
- Nurture strategies
Google Sheet Deliverable – A detailed report mapping out exactly what your CRM should include, ensuring you have the right fields, workflows, and automation to optimize every lead.
Bonus Recommendations – We’ll tell you if you should be adding text automation, tweaking ad spend, or even switching strategies for better lead conversion.

Leads slipping through the cracks? Book a call, get a full audit of your lead flow and KPIs, and walk away with a custom blueprint to fix it—fast.
For just $300, we’ll provide you with:
Custom KPI Analysis – We break down your marketing spend vs. ROI, conversion rates, and where your leads fall off.
Lead Flow Blueprint – A step-by-step breakdown of how leads should move through your system, including:
- New lead intake process
- Automated follow-up sequences
- Call & response timing
- Nurture strategies
Google Sheet Deliverable – A detailed report mapping out exactly what your CRM should include, ensuring you have the right fields, workflows, and automation to optimize every lead.
Bonus Recommendations – We’ll tell you if you should be adding text automation, tweaking ad spend, or even switching strategies for better lead conversion.
Perfect for...
Real estate investors & wholesalers who want better tracking & automation.
Business owners using GoHighLevel who aren’t sure if they’re leveraging it to its full potential.
Anyone struggling with inconsistent follow-up and wasted marketing spend.


Real estate investors & wholesalers who want better tracking & automation.
Business owners using GoHighLevel who aren’t sure if they’re leveraging it to its full potential.
Anyone struggling with inconsistent follow-up and wasted marketing spend.
Step 1: Book Your Audit Call
Once you pay, you’ll schedule a 1-on-1 strategy session to review your current system.
Step 2: We Audit Your KPIs & Lead Flow
We analyze your data, workflows, and automation setup.
Step 3: You Get a Custom Blueprint
We deliver your Google Sheet & KPI breakdown, giving you a clear action plan.
Step 4: Implement or Upgrade
You can implement the changes yourself, or we can build it for you.

Step 1: Book Your Audit Call
Once you pay, you’ll schedule a 1-on-1 strategy session to review your current system.
Step 2: We Audit Your KPIs & Lead Flow
We analyze your data, workflows, and automation setup.
Step 3: You Get a Custom Blueprint
We deliver your Google Sheet & KPI breakdown, giving you a clear action plan.
Step 4: Implement or Upgrade
You can implement the changes yourself, or we can build it for you.
"Feels Like a Partnership, Not Just a Service"
"We were looking for a way to get our business organized, to get our processes organized, and we really felt like Open Dispo was the best way to go ahead and do that." - Irving Cortes

"The Whole System is Really Smooth & AI is a Huge Bonus"
"I was trying to do all this integration stuff myself, but now it's freed up time so I can concentrate on talking to sellers and locking up more deals." - Alex Barnett

"Open Dispo's CRM has truly changed our business operations"
"With their user-friendly interface and many features, we've experienced a remarkable increase in efficiency and productivity." - Nahieli Davis

"Out-of-the-Box, It Works So Well"
"We were with GoHighLevel before we were trying to manage our own software. It wasn't working out very well. We didn't know how to automate the system obviously the way that Rick does." - Mike Jackson

"Feels Like a Partnership, Not Just a Service"
"We were looking for a way to get our business organized, to get our processes organized, and we really felt like Open Dispo was the best way to go ahead and do that." - Irving Cortes

"The Whole System is Really Smooth & AI is a Huge Bonus"
"I was trying to do all this integration stuff myself, but now it's freed up time so I can concentrate on talking to sellers and locking up more deals." - Alex Barnett

"Open Dispo's CRM has truly changed our business operations"
"With their user-friendly interface and many features, we've experienced a remarkable increase in efficiency and productivity." - Nahieli Davis

"Out-of-the-Box, It Works So Well"
"We were with GoHighLevel before we were trying to manage our own software. It wasn't working out very well. We didn't know how to automate the system obviously the way that Rick does." - Mike Jackson

"30% More Deals with Open Dispo!"
"In his Open Dispo system, he’s literally built everything you need in terms of automations - the pipeline, follow-up sequences, it’s all there." - Steve Tam

If you’re a business with a large payments volume or unique business model, reach out to discuss alternative pricing options. Our teams will review your current statements and can help design a customized pricing package.