ILC Wellth Strategies was relaunching with a clear vision and the first foundations already in place. DBtronics came in as the strategic implementer, pressure tested the design against how GoHighLevel actually behaves, and built a backend the team could grow into.
FREED PER PERSON, PER WEEK
CLIENTS SERVED MORE EFFECTIVELY
BUILD ACROSS 30 DAY CYCLES
ONGOING INTO Q2 AND BEYOND
ILC Wellth Strategies
Calgary, AB
Retainer — Implementation + Optimization
GoHighLevel
Ongoing
Finance · Revenue Automation
ILC Wellth Strategies is a wealth strategy and lifestyle advisory firm in Calgary, AB. They help families, professionals and business owners across the Canadian market take back control of the money flowing through their lives, and build the private banking structures to support it. They are an educational platform as much as an advisory firm — the work is about helping people understand what is actually happening in the financial marketplace, what their options are, and how they show up as human beings in the process of building wealth.
Financial Services · Insurance
Infinite Banking, private banking structures
GoHighLevel
Build and optimize backend infrastructure for a relaunching brand
ILC was relaunching. The CRM and database foundations were in place, the team had clear ideas about how prospects should move through their ecosystem, and a detailed system design mapped out. What they wanted was to get it right before the volume arrived, not after.
The priority was having key infrastructure implemented and optimized so that when leads entered the ecosystem, the team could manage them properly from day one.
The objective was to hit the ground running and not be worried about things not working, things breaking, and not really knowing why.
This is a human to human industry. Some tasks should stay manual — that is what builds trustworthy teams. The question was which parts genuinely benefit from automation, and what that frees the team to do instead.
The plan was sound in intent. It had not yet been tested against how GoHighLevel actually processes triggers, or how the booking flow behaves under live conditions.
Most vendors build exactly what is on the diagram and call it done. Before writing a single workflow, we mapped how the team actually worked — their real decision making, their routing instincts, their informal handoffs — so the automation reflected reality rather than an idealized version of it.
Appointment triggers, disposition based re-routing and post booking behaviour were reworked so leads land in the right sequence every time.
Several paths, including the full qualified lead journey, existed as outlines. These were engineered out and connected into the wider pipeline.
Trigger conditions, stage changes and conditional logic behave differently in practice than on paper. Accounting for that up front is the difference between automations that fire correctly under load and ones that quietly do not.
Part of the value was showing the team functionality inside the platform they had not realised was there, and confirming it would work the way they hoped.
Pipeline stage changes, call dispositions, tagging and task creation, wired to fire correctly under real conditions.
Partial paths built out end to end and integrated into the pipeline.
Multi touch nurture triggered by lead behaviour, pipeline position and timing.
From booking prompt through confirmation to pre call reminders, with correct disposition based routing.
Prospect friction reduced without losing any data or routing logic.
Real time alerts to the right person at every stage. The system tells you when it is your move.
Every remaining manual action given an owner and a due date, automatically.
Every workflow documented, live training delivered, team comprehension verified before handoff.
The engagement ran as a series of 30 day build cycles over several months. Nothing was built in a black box.
Workflows built end to end inside GHL, with Monday alignment calls setting each week's targets.
Real lead behaviour tested against the automations, edge cases resolved, Thursday updates delivered ahead of the client's internal calls.
Full QA across every journey path, engineering diagrams produced and reviewed, live training and sign off.
FREED PER PERSON, PER WEEK
CLIENT BASE SERVED MORE EFFECTIVELY
OF OPT-IN TO CONNECTION CALL AUTOMATED
RETAINER EXTENDED
Automation fires from the first trigger — no memory required
Follow ups run on schedule across email and SMS
Every workflow complete end to end
Prospect journey reduced from 3 steps to 1
The team is notified automatically at every relevant stage
Every remaining manual action is tasked, assigned and dated
Client and policy data centralized and kept current in one place
Time freed for the human work that actually builds trust
“Advisors and their teams are there for a very specific reason — to bring value and service their clients. Not necessarily to build systems and operations. But you have to have the right people to help you do that. It is so important to have a thinking partner in this type of work.”
“After six months of internal planning, we brought in Dian to bridge the gap between our strategy and execution. Dian didn't just build; he refined our logic and streamlined our entire workflow, was highly collaborative throughout the process and easily integrated into how we worked as a company. The results have been transformative. We're serving a client base of over 300 more effectively than ever, while saving every team member 10+ hours a week on administrative logistics.”
Rather than handing off the system and walking away, the engagement moved into a structured monthly retainer. The goal: the team progressively owns their full GHL automation stack without carrying the technical overhead.
Client defines priority workflows for the quarter
DBtronics scopes each batch and confirms delivery alignment
Monthly build cycle — implement, QA, optimize, hand off
Full team ownership of the stack, no dependency to operate it
Ongoing async support between monthly sprints
Later sprints extended into deeper automation work, including consolidating policy and client data into GHL and keeping it automatically current.
If you have a system design that hasn't been built yet, or a setup that works but hasn't been optimized — that is exactly what we do.
