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Everything in one place
Leads, notes, docs, calls, and pipeline in a single app. The three-tool juggle is retired for good.
A custom build proposal for Catalyze Growth Partners
Run every lead
from one place.
Right now your team lives in Notion, Google Sheets, and GoHighLevel. This is the custom app that replaces all three, built around exactly how CGP works.
The setup you're living with
Three tools. None of them talk.
Notion
Docs, SOPs, and trackers scattered across pages. Nobody's sure which version is current, and half of it never gets opened.
Google Sheets
Lead lists copy-pasted by hand, tab after tab. One wrong sort and the data is gone. No history, no accountability.
GoHighLevel
Slow to load, clunky to move through, and the automations break quietly. You find out a lead went cold days too late.
Every handoff between them is a place leads slip through.
What it's actually costing you
Speed to lead is where deals are won or lost.
01
Slow speed to lead
Every minute a fresh lead waits, your odds of connecting drop. Tab-switching costs you the minutes that matter most.
02
Dropped follow-ups
When reminders live in three places, they live in none. Good leads go cold while everyone assumes someone else has it.
03
SDR hours burned
Your closers spend the day copy-pasting and hunting for context instead of doing the one thing that pays: talking to leads.
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Clients in the dark
When a client asks what's happening with their leads, the answer takes a scramble across three tools and a held breath.
The fix
One app, built around how CGP actually works.
Not another tool you bend your process to fit. A custom platform that replaces Notion, Sheets, and GoHighLevel with a single source of truth, designed around your workflow and owned by you.
What it does
Everything your team needs, in one place.
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Speed to lead
A new lead lands in front of the right SDR the second it arrives. Dial in two clicks, before it cools.
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Click to call, transcribed
Every call placed from inside the app, logged and transcribed automatically. No more guessing what was said.
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AI call coach
Every call analyzed and scored. Your SDRs get specific, honest coaching on what to do better, on every call.
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SOPs and docs, centralized
Your playbooks live where the work happens. The right process is one click away, never buried in a Notion page.
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Pipeline you can see
Every lead's stage at a glance. Know what's moving, what's stuck, and what needs a call today.
Built for every role
Everyone sees exactly what they need.
SDR workspace
Triage new leads, dial fast, log calls, and never lose a follow-up. Built for speed and nothing else.
Account manager
Oversee the pipeline, reassign leads, and step in before anything stalls.
Admin
Full control. Roles, permissions, and the whole operation in one view.
Client portal
Your clients log in to see their own leads, notes, and meetings. Transparency that builds trust and saves you the status calls.
This isn't theoretical
We've already built the engine.
Orbit is a full CRM we built from scratch: an AI assistant, built-in calling, automations, forms, and landing pages. The app for CGP is this proven foundation, tailored to your agency. We're not starting from zero. We're starting from working software.
The build plan
From three tools to one, in weeks.
A focused, phased build. You see working software early and often, never a six-month black box.
- Phase 1 · ~2 weeks
Foundation
We consolidate your data and ship the SDR workspace, pipeline, and click-to-call. Your team starts working in one app.
- Phase 2 · ~2 to 3 weeks
The edge
Client portal, AI call coach, and your SOPs and docs hub, all live. This is where CGP pulls ahead.
- Phase 3 · After launch
Campaign tracking & reporting
Track campaigns per client and generate client-facing reports, scoped once the core is running.
Why Hatch
Built to fit. Built to last. Built fast.
You own it
The app is yours outright, source and all. No per-seat fees, no lock-in.
Built around CGP
Designed to your workflow, not a template. It works the way your agency actually runs.
Proven foundation
Built on Orbit's working engine, so you get a polished app fast, not a science project.
Premium craft
Fast doesn't mean rough. Software that looks and feels genuinely world-class.
The bottom line
This is the app CGP runs on.
One source of truth. Faster speed to lead. Sharper SDRs. Clients who trust you. Let's build it.
Built by Hatch for Catalyze Growth Partners