Why I quit using Notion for client onboarding.
Notion is an incredible tool for internal documentation.
It's a terrible client portal.
Here's what I discovered after using it with 20+ clients:
❌ No step-gating — clients skip steps and miss critical info
❌ No file upload logic — you end up emailing back for files anyway
❌ No progress tracking — you have no idea where they're stuck
❌ Broken on mobile — 60% of clients open links on their phone
❌ Requires clients to learn Notion — they didn't sign up for that
I spent 3 hours building the perfect Notion onboarding template.
Then spent 5 hours explaining it to every new client.
Something had to change.
The decision I made:
Build a purpose-built client onboarding portal.
1 magic link. Every step in one place. No explanations needed.
That's Portvex.
Day 2 of 30. Tomorrow I'll show you what agencies are actually paying to solve this problem.
#BuildInPublic #AgencyTools #Portvex #ClientOnboarding
The GHL agency owner's hidden tax: writing sequences.
Every time you sign a new GHL client, you do the same thing.
You sit down and write:
→ The immediate SMS hook
→ The warm intro email
→ The day 2 follow-up
→ The hot lead booking message
→ The warm nurture sequence
→ The cold re-engagement
→ The final check-in
Different niche each time.
Different business name.
Same structure.
Same work.
Forever.
Roofing follow-up. Done.
Real estate follow-up. Done.
Insurance follow-up. Done.
Med spa follow-up. Done.
Dental follow-up. Done.
Lather. Rinse. Repeat.
That's not agency building.
That's being a content factory for your own product.
The problem:
GHL agency owners are spending 3 to 5 hours per client on sequence writing
Work that could be done in 60 seconds with the right tool.
Tappiq is that tool.
https://t.co/de4l09wjYG
#GHL #GoHighLevel #AgencyGrowth #Tappiq #BuildInPublic
I spent 4 hours writing follow-up sequences for one GHL client.
Roofing niche.
7 messages. SMS and email mix.
Hot, warm, cold routing logic.
GHL merge tags throughout.
Custom timing between each step.
By the time I finished, I had billed $0 for it.
It was "just part of the setup."
I told myself this was normal. Every GHL agency I talked to said the same thing:
"Yeah, writing sequences takes forever, but it's part of the job."
It's not part of the job. It's a tax on your time that you've normalized.
I decided to build something that eliminates it completely.
That's Tappiq.
Over the next 30 days I'm sharing the full story why I built it,
What almost killed it, and the results beta users are seeing.
#GHL #GoHighLevel #AgencyLife #Tappiq #BuildInPublic
My client ghosted me after I sent them 7 Google Forms.
True story.
I built what I thought was a "comprehensive onboarding process":
→ Notion doc with instructions
→ Google Form for intake
→ Dropbox link for file uploads
→ DocuSign for the contract
→ An email with 11 bullet points explaining all of it
My client opened the email, got overwhelmed, and just… stopped responding.
I followed up 3 times. Nothing.
That's when I realized: the problem wasn't my client.
It was the chaos I was putting them through.
Nobody wants to juggle 5 different tools just to START working with you.
They hired you because they trust you.
Your onboarding should feel like that trust is deserved.
That realization is what started Portvex.
Over the next 30 days, I'm sharing the full story of building it — the wins
The failures, and why I believe it'll change how agencies onboard clients forever.
Follow along. Share if this resonated. Let's go.
#AgencyLife #ClientOnboarding #Portvex #BuildInPublic #SaaS
Most real estate agents and contractors don't have a lead problem.
They have a conversion problem.
They're paying for Zillow leads,
Facebook ads, Google PPC — and then following up once or twice and wondering why nothing converts.
The leads aren't bad.
The system is broken.
Fix the system first.
Then scale the spend.
I build the systems.
Lead scoring, voice agents, SMS sequences,
CRM pipelines — all automated, all done-for-you.
Stop blaming the leads.
→ https://t.co/qEmhV1d384
#ai #aiagents #agents #realestate
The #1 reason real estate agents lose deals has nothing to do with price, market, or competition.
It's follow-up.
Most agents follow up once or twice.
The lead goes quiet.
They move on.
Meanwhile, research shows it takes 8–12 touches to convert a cold lead into a conversation.
Who's making 12 touches?
Not you.
Not manually.
That's why I build automated follow-up systems that send the right message at the right time
By SMS, email, and AI voice until the lead responds or opts out.
Set it once.
Let it run forever.
→ https://t.co/qEmhV1d384
#ai #airesiptionist #aiagents
If you're a real estate agent or roofing contractor and you're doing any of the following manually:
— Calling leads back
— Sending follow-up texts
— Reminding clients about appointments
— Chasing cold leads from 3 months ago
I need to talk to you.
Because every single one of those tasks can be automated — and when they are, your conversion rate goes up and your stress goes down.
I build these systems at Leadsmatic.
Done-for-you.
Fully custom to your business.
→ Book a free 30-minute strategy call:
https://t.co/uh9U5mlFps
#ai #aisystems #aiagents #aiassistant
A roofing contractor came to me in March.
His problem:
40% of his inbound calls were going to voicemail.
No callback system.
No follow-up.
Just lost jobs.
We built him:
✅ An AI voice agent that answers every call instantly
✅ An automated estimate follow-up sequence (SMS + email, 7 touches)
✅ A CRM pipeline that showed him exactly where every lead stood
Within 60 days he stopped losing jobs to voicemail.
Every missed call is a job your competitor is booking right now.
Don't let another slow season be the excuse.
Build the system.
→ https://t.co/00Jr75lAWW
#ai #aisystems #aivoice #ailments
That lead came in at 9:47pm.
You were putting your kids to bed.
By 10:02pm, another agent had already called them, introduced themselves, and set a showing for Saturday.
You woke up to a ghost.
This isn't bad luck.
It's a speed problem.
78% of buyers choose the first agent who responds.
Not the best agent.
The fastest one.
I build AI voice agents for real estate agents that respond to every lead in under 60 seconds — 24/7, nights, weekends, holidays.
Your next lead won't wait.
Your AI won't miss them.
→ See how it works: https://t.co/00Jr75lAWW
#ai #aivoice #agents #cloudeai
In 2025, there are two types of professionals:
Those who use Claude to save time
Those who use Claude to build leverage
Type 1 finishes faster.
Type 2 builds systems that run without them.
Which one are you building toward?
#cloudeai#cloude#ai
Here's how I actually use Claude in my agency workflow no fluff:
Client onboarding:
→ Claude drafts the intake form, welcome sequence, and first-week checklist
Campaign build:
→ Claude writes all voice agent scripts, SMS follow-ups, and email sequences
QA pass:
→ Claude reviews the entire system and flags gaps
Reporting:
→ Claude summarizes performance data into a client-ready report
I'm not replacing my brain.
I'm replacing the hours I used to waste on execution.
The thinking stays mine.
The output scales.
#cloude #ai #aiautomation #aicoding
People hear "AI voice agent" and think:
❌ Robotic
❌ Confusing to set up
❌ Expensive
❌ Only for big companies
Here's the truth about Voicers:
✅ Natural, human-sounding conversations
✅ Live in under 10 minutes
✅ Starts at $49/month
✅ Built for small businesses
The biggest lie about AI is that it's complicated.
It's not. Not anymore.
→ See for yourself: https://t.co/00Jr75lAWW
#VoiceActed #aivoice #aiagents #ai
In 2020: "AI calling is creepy."
In 2022: "AI calling is interesting."
In 2024: "AI calling is impressive."
In 2026: "You don't have AI calling yet?"
The businesses winning right now
aren't the ones with the biggest budgets.
They're the ones who adopted early.
Voicers is your early mover advantage.
→ Get on the waitlist: https://t.co/00Jr75lAWW
#ai #aivoices #airesiptionist #aiassitant
Here's what a Voicers AI receptionist does
on a single inbound call:
✓ Answers in under 2 seconds
✓ Greets the caller by your business name
✓ Qualifies: buyer or seller? budget? timeline?
✓ Answers FAQs about your listings
✓ Books the appointment directly into your calendar
✓ Sends a confirmation text to the caller
✓ Logs everything in your CRM
All of that.
Zero humans involved.
24 hours a day.
This is what's coming.
→ Be first in line: https://t.co/00Jr75lAWW
#airesiptionist #ai #aivoice
This weekend, while you rest
Leads are calling.
Leads are Googling.
Leads are deciding.
Some agents will wake up Monday
with 3 new appointments booked.
Others will wake up wondering
why the phone's been quiet.
The difference?
One has an AI working while they sleep.
Voicers launches soon.
Don't wake up on the wrong side of that gap.
→ Join the waitlist now: https://t.co/00Jr75lAWW
#ai #appointments #voiceagent
78% of buyers work with
the first agent who responds to them.
Not the best agent.
Not the most experienced agent.
The FIRST one.
Response time is your biggest competitive advantage
and most agents are losing it
every single day.
Voicers AI responds in seconds.
Not hours.
Not days.
Seconds.
→ Get early access before we launch: https://t.co/00Jr75lAWW
#agents #voiceagent #ai
You got into real estate for freedom.
More time. More money. More control.
Instead you're:
— Chasing cold leads at 10pm
— Playing phone tag with buyers
— Losing deals to agents who "just happened" to respond faster
It's not your fault.
You don't have the right system yet.
That changes soon.
Voicers AI receptionists built for
real estate agents who are tired of losing leads.
→ Join the waitlist: https://t.co/00Jr75lAWW
#realestate #ai #aivoice
A homeowner's roof is leaking.
It's 9 pm on a Tuesday.
They call 3 roofing companies.
2 go to voicemail.
1 answer.
Guess who gets the $7,500 job?
Not the one with the best reviews.
Not the one with the best price.
The one who ANSWERED.
Voicers gives every contractor
An AI that answers every call — 24/7.
→ Secure your spot: https://t.co/00Jr75lAWW
#roofing #ai #aivoiceagents #aivoice
Nobody leaves voicemails anymore.
They hang up.
They Google the next agent.
They call someone who picks up.
And you never even know you lost them.
That lead you paid $40 for on Zillow?
Gone. No trace. No callback.
AI doesn't go to voicemail.
AI doesn't have "office hours."
AI answers. Every time.
Voicers — always on, always answering.
→ Join the waitlist: https://t.co/00Jr75lAWW
#ai #aivoicemail #aivoiceagent