Learn how to use AI to Buy Agencies:
https://value.8figureagency.co/MNA
Systemized Sales (done-for-you sales teams): systemizedsales.com
Revphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)
Dylan on X: @sdrwhisperer
Most agencies are sitting on a goldmine and treating it like a junk drawer.
That was the exact problem on the table. A giveaway funnel pulling 100+ emails a week. 300 to 500 comments a post on X. Newsletter readers. Ad clickers who never book. Five different lists, none of them talking to each other. A great setter could go to work on that data and print money — if anyone had organized it.
So Jordan brought in Dylan Rich, founder of Systemized Sales. Dylan runs 10 sales teams at once, end to end — name, email, phone number all the way to contract signed and cash collected. In 15 years of sales and seven years working with agencies, this is the most sophisticated GoHighLevel pipeline either of them has seen. They build it live: UTM attribution per post, the "tattoo" rule for tags vs. custom fields, an action-based lead score that pings a setter the second a lead crosses 6 points, a speed-to-lead workflow with 73 million enrollments, and 57 smart lists ranked P1 through P5 so setters never waste a minute guessing who to call.
Then Dylan opens up Revphlow — the post-call attribution tool that kills the EOD form forever and tells you your cash per call by traffic source, by closer, by calendar. If you run organic and paid traffic into a sales team, this is the playbook.
What You'll Learn
The "tattoo" rule — when to use a tag (permanent) vs. a custom field (rewrites itself), and why getting this wrong wrecks your data
One pipeline beats five — why segmented pipelines cap your granularity, and how custom fields + tags + stages stack to do the real work
Lead scoring that runs itself — assign points to actions (email open = 1, application = 3, call booked = 5), and auto-trigger a setter call at a score of 6
Speed-to-lead you can actually measure — a workflow that timestamps every lead and counts only during setter working hours, so a Saturday opt-in doesn't blow up your numbers
57 smart lists, ranked P1–P5 — how setters work the right leads in the right order and never run dry between fresh leads
Ask for the phone number — "if you won't give me your phone number, you won't give me your credit card," and why fewer, higher-quality leads win
Post-call notes (PCN) — auto-dispositioned call notes pulled from the Zoom transcript that update pipeline stages for you, so closers stop skipping the EOD form
Cash per call by source — the metric that tells you which ads, threads, and posts to make more of (and which to kill)
Chapters
— Why scaling SDRs is the hardest (and most profitable) thing an agency can do
— Who is Dylan Rich: 15 years in sales, done-for-you teams at Systemized Sales
— The real problem: a giveaway funnel pulling 100+ emails a week, five siloed lists
— How to organize intent leads so setters book more calls per hour
— UTMs per post, the Zap into GoHighLevel, and tagging the first click
— Live build: one pipeline + custom fields for granularity
— Lead categories that follow a contact all the way down the funnel
— Tags vs. custom fields: the "tattoo" concept explained
— Lead scoring: assigning points to actions and triggering at 6
— The speed-to-lead workflow with 73 million enrollments
— Keeping setters organized so they stop thinking and start dialing
— 57 smart lists ranked P1–P5, built on filters, not vibes
— Why you should ask for a phone number on every opt-in
— "Can we blow your socks off?" — the Revphlow post-call attribution demo
— PCN, Zoom + Fathom + Slack: clean dispositions on every call
— Cash per call by source, by closer, by calendar
— Where to find Revphlow and Systemized Sales
Go AI-Native in the Next 90 Days
This episode is the manual setup. The next level is making it run itself.
8 Figure Agency installs AI-native systems into 7- and 8-figure marketing agencies — the kind that add $1M in annualized profit. Attribution that tags itself. Pipelines that update without a human touching them. Setters fed the highest-intent leads automatically. If you want your agency AI-native in the next 90 days, start here:
→ 8figureagency.co
Work With Dylan
Dylan and the Systemized Sales team run your sales process end to end — they listen to your calls, audit your CRM, review your last 90 days of sales and marketing numbers, find your biggest constraint, and fix it.
Systemized Sales (done-for-you sales teams): systemizedsales.com
Revphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)
Dylan on X: @sdrwhisperer
Tools & Resources Mentioned
GoHighLevel — the CRM the whole pipeline is built in
RevFlow / revphlo.com — post-call attribution and sales analytics
Typeform — opt-in forms (add a hidden UTM source field)
Beehiiv — newsletter platform, with email opens webhooked back to GHL for lead scoring
HYROS — marketing attribution into the call
Zoom + Fathom — call recording and transcripts feeding the PCN
Slack — where post-call notes drop for closer confirmation
Vidalytics — VSL view tracking
UTM Builder (utmbuilder.net) — Jordan's no-affiliation pick for building UTMs
