Turn Close.com Into aHigh-Velocity Revenue Machine.
I engineer <30-second lead routing, power-dialer cadences, and zero-drop API integrations that turn Close.com into a high-velocity revenue machine instead of an admin drag. 300+ CRM systems architected. Zero account managers between us. Speed-to-lead in seconds. 100% activity logged. Reps closing, not data-entering.
30 min · Free · No commitment
Cleany.ca Franchise Ops
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Spectacular Academy
Engineered high-converting curriculum enrollment funnels, automated onboarding workflows, and student retention follow-up sequences.
Preclose.ai Inbound CRO
Architected post-click inbound conversion funnels, pre-call sales nurture workflows, and automated pipeline leak audits.
AI Ad Machine & CRM
Engineered automated ad testing pipelines, dynamic budget optimization, real estate CRM routing, and listing follow-up workflows.
MultiplyME Training & SOPs
Architected automated video onboarding workflows, QR-triggered SOP delivery systems, team training vaults, and client portal access pipelines.
Cleany.ca Franchise Ops
Architected multi-location automated dispatch, real-time booking, Stripe checkout flow, and two-way SMS crew notification systems.
Spectacular Academy
Engineered high-converting curriculum enrollment funnels, automated onboarding workflows, and student retention follow-up sequences.
Preclose.ai Inbound CRO
Architected post-click inbound conversion funnels, pre-call sales nurture workflows, and automated pipeline leak audits.
AI Ad Machine & CRM
Engineered automated ad testing pipelines, dynamic budget optimization, real estate CRM routing, and listing follow-up workflows.
MultiplyME Training & SOPs
Architected automated video onboarding workflows, QR-triggered SOP delivery systems, team training vaults, and client portal access pipelines.
The Symptoms of aPipeline Built Wrong.
If two or more of these feel familiar, the issue usually isn't another sequence. It's the architecture underneath it.
Leads sit unassigned for hours
Inbound leads land in a shared pool and wait for manual triage, by then the prospect has already booked a competitor demo.
Pipeline reporting is never accurate
Deals stall in the wrong stage, rep activity is half-logged, and no one trusts the close-rate numbers.
Onboarding is 14 manual steps
New reps get a checklist of manual data-entry tasks, and someone always forgets one, so activity goes untracked.
Sequences half-work
A cadence fires but the next SMS step doesn't. Half a system, patched with band-aids and Zapier glue.
Three 'experts' who were task-takers
You've hired people who configured tasks one at a time instead of architecting the sales motion.
Growth outpaces your pipeline
Your sales team is scaling, but your Close.com architecture can't keep up with the lead volume.
If 2+ symptoms hit, let's audit the architecture underneath.
Production-GradeClose.com Architecture.
Not configuration. Engineering the lead-routing and sequence infrastructure that scales across reps, regions, and revenue without breaking.
Lead Routing & Assignment Engine
Round-robin, weighted, and skill-based lead assignment with instant rep notification and SLA enforcement.
Multi-Touch Power-Dialer Sequences
Automated calling cadences, smart voicemail drops, and SMS triggers mapped to qualification stages.
Pipeline Stage Governance
Required-field enforcement and deal-aging alarms so deals never stall unnoticed in pipeline limbo.
Executive Revenue Dashboard
Opportunity leaderboards, speed-to-lead, call connect rates, and close-ratio reporting for founders.
Six systems that make the whole pipeline scale.
Power Dialer & Outbound Sequences
Automated calling cadences, smart voicemail drops, and multi-touch SMS triggers mapped to lead qualification stages.
Automated Lead Routing (Round-Robin)
Real-time inbound assignment by rep timezone, workload, deal size, or language, zero manual triage.
Strict Pipeline Stage Governance
Required-field enforcement and automated deal-aging alarms so deals never stall unnoticed in pipeline limbo.
Executive Revenue & Rep Telemetry
Opportunity leaderboards, speed-to-lead analytics, call connect rates, and close-ratio reporting for founders.
Custom Close REST API & Webhooks
Sync demo bookings from schedulers, update Stripe billing status, and trigger webhooks back to marketing systems.
AI Call Summary & Note Logging
Connect LLM transcription pipelines to summarize calls into Close notes and auto-update deal health tags.
High-velocity. API-driven. Built for production.
Want this built for your system? Let's scope it.
Speed-to-Lead Is the Only Metric That Matters.
Competitors talk about fast follow-up. I engineer the concrete numbers behind it, because every second a lead waits, your connect rate drops.
Instant round-robin routing the moment a lead arrives. No shared pool, no manual triage.
Every call, SMS, and email auto-logged. Reps never touch a data-entry field again.
Deal-aging alarms fire the moment a lead waits too long, before it ever goes cold.
Want sub-30-second lead response? I'll architect it on a free audit call.
Deploy Close.com & Chloe AI. Without Automating Bad Processes.
No competitor frames AI guardrails as architecture. AI calling accelerates a sales motion, good or bad. I engineer the four guardrails that keep Chloe scaling only what already works.
Purpose
Define exactly what Chloe AI is allowed to do, which conversations it owns, and where it must stop. No autonomous cadence goes live without an explicit purpose boundary.
Qualification
Chloe screens against your qualification rules before any handoff. Unqualified or sensitive leads get routed to a human, not pushed into a sequence.
Escalation to Human
When intent, deal size, or sentiment crosses a threshold, Chloe pauses and escalates to a rep with full context. The human always keeps the high-value calls.
Telemetry
Every Chloe interaction is logged with outcome, escalation reason, and rep resolution. You can see exactly what the AI did and why, with a full audit trail.
Deploying Chloe AI? I'll build the guardrails that keep it safe on a call.
What a Broken Close.com Pipeline Costs You.
every hour a lead waits unassigned, connect rates drop 80%, your hottest inbound goes cold before a rep dials.
spent on manual data entry and re-logging calls, over $25K/year of rep selling time gone.
when a sequence breaks, no one knows why it failed or which deals slipped through the cracks.
Every week you wait, the revenue leaks. An architect fixes the root, not the symptom.
How I Architect Your Sales Pipeline.
A 4-phase process from audit to scale. No black boxes, you approve before I touch production.
Pipeline Audit
I map your current Close.com lead flow, sequences, and reporting to identify speed-to-lead gaps and revenue leaks. Delivered as a written report.
Architecture Design
Lead-routing rules, sequence cadences, pipeline stage gates, and webhook map, designed before any build. You approve before I touch production.
Build & Deploy
Power-dialer sequences, automated routing, stage governance, API integrations, and rep dashboards. Version-controlled and tested.
Scale & Maintain
Sequence optimization, new rep onboarding automation, reporting updates, and new integrations as you scale. A documented learning loop, not a black box.
Stop the bleed. Start with a free pipeline audit.
Inherit a Broken Build?I Audit Before I Touch It.
Most of my engagements start with a tangled Close.com setup another freelancer left behind. Here's how I take it over without anything breaking.
Map
I document every lead, sequence, pipeline, and webhook in your current account before touching anything. No surprises, no silent deletions.
Document
A written architecture report of what exists, what's broken, and what must be preserved, so you own the map of your own pipeline.
Rebuild
I engineer the corrected architecture in a controlled environment, version-controlled and tested against your real data shapes.
Verify
Migration completes only after a field-by-field verification pass. Zero data loss is the standard, not a hope.
Zero data loss isn't a promise, it's a 4-step process that starts with documentation, not deletion.
Inheriting a broken pipeline? I audit before I touch anything.
What Happens After the Architecture.
“Speed-to-lead went from hours to under 30 seconds. We booked 40% more demos in the first month because no inbound went cold. Highest ROI hire this year.”
“100% of call activity is finally logged automatically. Rep selling time jumped 35% after we killed the manual data-entry drag. Closed-won rate up 23% in one quarter.”
“Decision velocity tripled. He is the architect behind our scaling from $200K to $600K monthly revenue. The pipeline he built still runs without him.”
Every Layer of the Sales Pipeline.
From lead routing to executive dashboards, the full build surface I architect and own end-to-end.
Ready-to-Deploy Pipeline Blueprints.
A preview of the version-controlled pipeline architectures I engineer and deploy, not generic CRM templates.
Speed-to-Lead Blueprint
Instant round-robin assignment, rep notification, and automated first-touch SMS within 30 seconds of inbound.
Outbound Cadence Blueprint
Multi-touch calling cadences, voicemail drops, and SMS triggers mapped to qualification stages with auto-progression.
Pipeline Governance Blueprint
Required-field enforcement, deal-aging alarms, and stage-gate logic so deals never stall unnoticed.
Revenue Telemetry Blueprint
Opportunity leaderboards, speed-to-lead, connect rates, and close-ratio reporting for founders in real time.
Get a pipeline architecture engineered for velocity.
Architecture Tuned to Your Sales Motion.
The same engineering principles, adapted to the way each business model actually closes revenue inside Close.com.
High-Velocity SDR Teams
- Round-robin lead routing
- Power-dialer cadences
- Speed-to-lead SLA alerts
Insurance & Financial Services
- Compliance-ready call logging
- Multi-touch nurture sequences
- Policy-renewal automation
B2B SaaS Sales Teams
- Demo-booking lead routing
- Pipeline stage governance
- Revenue & rep telemetry
Multi-Team Sales Orgs
- Per-team pipelines & permissions
- Regional roll-up dashboards
- Custom API integrations
See your sales motion mapped end-to-end.
The 6 Criteria That Actually Matter.
Most teams hire on price and regret on performance. Use this scorecard before you pay anyone to touch your Close.com.
CRM Implementation
Can they architect the entire sales motion, not just create a few leads?
Funnel & Conversion Strategy
Do they understand why pipelines convert, or do they just build lists?
Automation Capability
Can they build conditional, multi-branch logic, not just triggers?
Specialist Expertise
Are they a certified architect or a generalist wearing many hats?
Scope Transparency
Do they tell you exactly what they will and won't build, before you pay?
Post-Launch Support
Who maintains the pipeline after launch, and is it documented?
Vet me against this checklist on a call.
Close.com Architect vs. General Admin vs. US Agency.
A US sales-ops agency charges a premium retainer. A general admin charges less but can't architect. A senior CRM architect delivers the full pipeline architecture at a fraction, scoped per project or retainer. Book a free call for a custom quote.
| Capability | Close.com Architect | General VA | US Agency |
|---|---|---|---|
| Lead routing architecture | Instant round-robin + SLA | Manual triage | Yes, at premium rate |
| Sequence engineering | Multi-touch cadences | Single-step only | Yes, at premium |
| Pipeline governance | Stage gates + alarms | No enforcement | Yes, project-based |
| API & webhook integration | Bi-directional REST | One-way Zapier glue | Yes, at high cost |
| Engagement model | Direct engineer, no middlemen | Task-taker, reactive | Account-managed team |
| Ongoing maintenance | Documented learning loop | Ad hoc, reactive | Retainer required |
Before You Pay Anyone Let Me Audit Your Close.com Pipeline.
On a focused 30-minute working call, I'll map your current lead flow, uncover speed-to-lead gaps and revenue leaks, and show you exactly what needs to be architected for production scale. If I'm not the best fit, I'll point you directly to who is.
Speed-to-Lead Leak Map
Every stage where inbound leads wait, go unassigned, or lack automated first-touch within 30 seconds.
Sequence & Pipeline Health Check
Code review of cadences, stage gates, webhook failures, and rep activity-logging gaps.
90-Day Architecture Roadmap
Prioritized engineering plan: what to patch today, rebuild next, and automate at scale.
A Systems Engineer,Not a Task-Taker.
Marjohn Robillo
Close.com Sales Architect
I came from disciplined environments where documentation wasn't optional. I bring that same standard to every Close.com build, documented, structured, and transferable. 5+ years, 300+ CRM systems, four continents.
Book a call directly with me, no account manager in between.
Architecture Guides.
CRM Data Hygiene & Automated Activity Logging
How to enforce 100% call logging, prevent duplicate leads, and automate pipeline hygiene across a growing sales team.
CRM Architecture for High-Velocity Sales Teams
How to engineer lead routing, power-dialer cadences, and stage governance that scale without breaking.
Questions Before Hiring Me.
01How fast can you speed up lead response in Close.com?
How fast can you speed up lead response in Close.com?
I architect sub-30-second speed-to-lead: instant round-robin routing the moment a lead arrives, automated first-touch SMS, and rep notification with SLA enforcement. Most teams I work with see connect rates climb 40% or more in the first month because no inbound ever sits cold.
02Can you deploy Close.com and Chloe AI without automating bad processes?
Can you deploy Close.com and Chloe AI without automating bad processes?
Yes. I build explicit governance guardrails before any AI cadence goes live: qualification rules, human escalation triggers, and telemetry that flags when Chloe should hand a conversation back. You get the speed of AI-assisted calling without the risk of automating a broken sales motion.
03What does a Close.com Sales Architect do?
What does a Close.com Sales Architect do?
A Close.com Sales Architect designs and scales the complete sales pipeline inside Close.com: automated lead routing, power-dialer sequences, pipeline stage governance, custom REST API integrations, AI call summaries, and executive revenue dashboards.
04Can you integrate Close.com with scheduling, forms, and webhooks?
Can you integrate Close.com with scheduling, forms, and webhooks?
Yes. Using Close's native REST API and webhook endpoints, I architect real-time inbound routing, automated multi-touch sequences (SMS + email + tasks), and automatic activity logging from external demo schedulers.
05Do you build custom reporting and pipeline telemetry for Close.com?
Do you build custom reporting and pipeline telemetry for Close.com?
Absolutely. I engineer custom opportunity leaderboards, rep call-to-close conversion tracking, speed-to-lead analytics, and pipeline velocity dashboards so leadership knows their pipeline health in real time.
06How much does a Close.com architect cost?
How much does a Close.com architect cost?
Engagements are scoped per project or retainer. A senior CRM architect delivers the full pipeline architecture at a fraction of a US agency rate. Book a free pipeline audit call to receive a custom scope and quote.
07Can you fix a Close.com setup another freelancer built?
Can you fix a Close.com setup another freelancer built?
Yes. I inherit and rebuild broken pipelines with a documented audit first, mapping every lead, sequence, and webhook before any changes, so nothing breaks during the transition.
08Do you build automated lead routing in Close.com?
Do you build automated lead routing in Close.com?
Yes. I engineer real-time round-robin, weighted, and skill-based lead assignment by rep timezone, workload, deal size, or language, with instant notification and SLA enforcement so no inbound waits.
09Can you connect AI call summaries into Close.com?
Can you connect AI call summaries into Close.com?
Yes. I wire LLM transcription pipelines to summarize calls into Close CRM notes and automatically update deal health tags, so reps spend time selling instead of writing notes.
10How do we get started without disrupting live sales operations?
How do we get started without disrupting live sales operations?
Every engagement begins with an audit and staging blueprint. We test all sequences, routing, and integrations in a sandbox environment before rollout, ensuring your active sales operations run 100% uninterrupted.
Still deciding? Let's talk it through on a free call.
Your System Is EitherBuilding Revenueor Losing It.Let’s Fix That.
I work with a small number of companies at a time to ensure I can deliver the depth of architectural thinking that produces real results. If your revenue system needs an upgrade, or if you're building one from scratch, let's talk.
2 engagement slots remaining this quarter.
Engagements typically begin within 2 weeks of first call.