Account Overview

Velox Storage & Moving - Idea Tavern

Static baseline - live sync coming
Account Details
Service CRM Automation + Client Portal
Platform GoHighLevel (GHL) + Cloudflare Pages
Contract Start July 2026
Client Website To be confirmed
Point of Contact Katie (pricing & operations)
Service Area Utah-based storage & moving, zip-code routing
Notes
  • Quote tool routes leads by zip code with zone-based pricing.
  • Katie owns pricing confirmation - TBD rates show in quote tool until confirmed.
  • GHL auto-response sequences handle lead follow-up after quote submission.
  • Use the feedback bell to pin comments on any portal page.
Team Assignments
SA
Account Lead
Sarah Ames
CB
Platform Lead
Charles Brubaker
?
GHL Admin
To be assigned
Client Side
K
Client Contact (Pricing)
Katie
Quick Access
Client Portal
velox.clientportals.vip
Quote Tool
velox-quote-tool.pages.dev
GHL Snapshot
Link to be added
Drive Folder
Link to be added
Workstream Status 4 workstreams
WorkstreamStatus
WS-1 Quote ToolZip-code routing, zone pricing, GHL push Live
WS-2 Client Portalvelox.clientportals.vip - design review In Progress
WS-3 GHL Auto-Response SequencesLead follow-up after quote submission Planning
WS-4 Pricing ConfigurationBlocked on Katie rate confirmation Blocked
Readiness Checklist 2 of 6 done
Quote tool deployed
Live at velox-quote-tool.pages.dev - July 2026
Client portal domain live
velox.clientportals.vip - July 2026
Pricing rates confirmed by Katie
Blocks WS-4 - storage, delivery, and moving rates all TBD
Zip code coverage list finalized
Service area boundaries needed for in-area routing
GHL pipeline configured
Quote submissions need pipeline stage + auto-follow-up sequences
Portal content review complete
Client approves design directions via feedback pins

Static baseline. Last updated July 2026.