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EndorsedendorsedOngoing

GoHighLevel & Twilio Automation and Web Development for AJF Financial Group

Services Covered:

AI and Machine Learning • Business Consulting • Cloud Consulting and Services • E-commerce Development • Mobile Application Development • Website Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

5 months

Budget
Budget

Less than 10K

Start Date
Start Date

1 March 2023

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
79/100
Good

Project Capability Score (PCS) estimates how capable SJ Innovation LLC is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

AJF Financial Group

mapMatawan, United States of America

Project Summary

SJ Innovation LLC built an automation platform using GoHighLevel and Twilio and provided website development, Google Business Profile work, and marketing strategies for a financial services firm (AJF Financial Group). The engagement included integrations, testing, analytics, and ongoing consulting focused on scale and conversion. The client reports hockey-stick revenue growth and strong profitability and praises the team's project management, transparency, and business expertise.

Key Challenges

  • Automation Development
  • Conversion and Scale
  • Industry Mastery

Project Deliverables

  • Automation platform in GoHighLevel and Twilio
  • Google Business Profile development
  • Marketing strategies
  • Integration and testing
  • Website development
  • Statistical data and metrics analysis
  • Consulting on scale and conversion
  • Ongoing project management and consulting

Project Solution

SJ Innovation LLC built an automation platform on GoHighLevel and Twilio, implemented integrations and end-to-end testing, and developed the client's website. They also managed Google Business Profile development and created marketing strategies while providing analytics and consulting on scaling and conversion. The vendor provided ongoing project management, reporting, and strategic guidance to support conversion optimization and business growth.

Project Outcome

  • Hockey stick growth in business revenue and increased profitability.
  • Near-perfect project management, timely delivery, and accountability when timelines slipped.
  • Enabled the CEO to focus on customers and revenue growth through vendor expertise.

Platforms

  • CRMCRM
  • API/Integration PlatformAPI/Integration Platform
  • WebWeb

Tech Stack

  • TwilioTwilio

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to SJ Innovation LLC's work, the client has seen hockey stick growth in revenue, resulting in high profitability. The team excels at project management, delivery, and reliability. They're also timely and transparent. Their willingness to become an expert on the client's business stands out.”

Keith Fonseca

CEO

Note: This endorsement is based on publicly available client feedback from external review sources.

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