Solutions
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Automation systems we build
Practical automations, built like real systems
These are production-ready solutions we implement across ClickUp, HubSpot, GoHighLevel, Zapier, Make, and AI agents. Each example shows the workflow, tool stack, and safeguards.
Focus: speed-to-lead, ops clarity, support automation, AI agents
Principle: clean data spine so humans + LLMs can actually trust it
Speed: engage visitors in seconds
Reliability: guardrails + audit trail
Outcomes: routing + task creation + updates
Works with HubSpot, GoHighLevel, ClickUp, Slack, Google Workspace
AI voice/chat tools supported (Retell AI, VAPI)
Speed: engage visitors in seconds
Reliability: guardrails + audit trail
Outcomes: routing + task creation + updates
Works with HubSpot, GoHighLevel, ClickUp, Slack, Google Workspace
AI voice/chat tools supported (Retell AI, VAPI)
Speed
Engage in seconds
Instant responses so customers and leads never get stuck waiting.
Reliability
Guardrails + audit trail
Predictable behavior, safe boundaries, escalation rules, and traceable outcomes.
Outcomes
Post-actions built in
Chats can route to owners, update CRM, and create tasks with context.
WordPress
Shopify
HubSpot
GoHighLevel
ClickUp
Slack
Google Workspace
Retell AI
VAPI
Make
Zapier
Trusted by our partners
Productized Solutions • Ready-to-deploy systems
Automation solutions you can launch fast
This page is a hub of productized automation systems we implement repeatedly for clients. Each solution page explains the workflow, the tool stack, and the outputs created in your systems.
Browse solutions
Productized systems we build often. Each page explains what it does, what it connects to, and what gets created in your tools.
ClickUp Audit:ClickUp Audit for messy workspaces: spot bottlenecks, fix fields/statuses, improve dashboards, and get a prioritized roadmap to clean it up.
ClickUp Setup and Automations:ClickUp Setup and implementation: workflow statuses, templates, permissions, dashboards, and automations. We adapt ClickUp to your process (not vices versa)
Get GoHighLevel:Get GoHighLevel set up and maintained for your team by ConsultEvo. Unlimited users, done for you pipelines, calendars, phone, SMS and WhatsApp.
Website Live Chat Agent:Website live chat agent implementation for WordPress, Shopify, Webflow and more. 24/7 chat support, lead capture, routing, logging, and go-live in days.ATS with ClickUp:ATS with ClickUp that turns ClickUp Forms into a structured hiring pipeline. Launch in 3–7 days (Essentials) or add AI resume screening in 7–15 days (Agentized)How it works
From onboarding to launch, in a repeatable system
We deliver productized solution systems with a consistent process: confirm requirements, build, test, then launch. Documented, stable, and designed for real operations.
Onboarding
Requirements via a short onboarding form or an onboarding meeting. We confirm your stack, access, routing rules,
and what success looks like.
Build + configure
We implement the workflow, integrations, and safeguards such as handoff rules, logging, validation, and fallbacks.
Test with real scenarios
We test real cases and edge cases, verify data writes, and confirm alerts and routing behave as intended.
Launch + refine
Go live, monitor, then improve based on actual usage. We tune logic, prompts, and routing for stability.
Frequently asked questions
Quick answers teams ask before they let an automation touch their CRM and operations.
What are ConsultEvo solution systems?
They are packaged automation systems based on the most common client requests. Each includes a clear workflow, safeguards,
and the outputs created in your tools (CRM, ClickUp, Slack/email).
Are these fixed-price?
Many are. After onboarding confirms scope, tools, and routing rules, we can deliver the most common systems as a fixed-price package.
How fast can a solution go live?
It depends on the stack and complexity, but productized systems are designed to move fast once access and requirements are confirmed.
What tools do you support?
Common stacks include WordPress, HubSpot, GoHighLevel, ClickUp, Zapier, Make, Slack, Gmail/Outlook, Google Sheets, and API-based tools.
We adapt to what you already use.
What do you need from us to start?
A short onboarding form or onboarding meeting, access to the relevant accounts, and one decision maker who can confirm rules and edge cases.
How do you prevent bad data or risky AI replies?
We use guardrails: controlled inputs, clear rules, validation before writes, logging, and human handoff when confidence is low or intent is high.
Can these be adapted to our process?
Yes. These are repeatable patterns, not rigid templates. We adapt fields, routing, permissions, and handoff logic to match your workflow.
Do you offer ongoing support?
Yes. You can keep us as an ongoing partner to monitor, extend, and improve systems as your tools and processes evolve.
