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Yamil Morales
Yamil Morales presenting at a live event

You Bring The Goal.I Build The SystemThat Gets You There.

So your business can grow without you in the middle of everything.

Featured in: Forbes, Bloomberg Television, CNBC, The Wall Street Journal, CNN, The New York Times, TIME, Entrepreneur, Fox Business, Inc., Investor's Business Daily, USA Today, Business Insider.

Hi, I'm Yamil

My first client did all of his follow-up by hand. I built him a contact list, a drip sequence and a few triggers, and his leads stopped going cold. That was 2009.

I still start by learning how your business makes money. One operator from the first call to the handoff, in English or Spanish.

Read My Story
Yamil Morales, CRM and marketing automation consultant

Your Next Stage Runs On One System

You run a business at six or seven figures and the next goal already has a name. I learn how you make money and build the system around it.

One Lead, Start To Finish
  1. A new inquiry comes in
  2. AI does
    • Drafts the first reply
    • Qualifies the lead
    • Books the call
  3. A person does
    • Sets the price
    • Closes the deal

How I Work

Yamil Morales presenting a sales funnel to an audience

01. First, I Learn How Your Business Makes Money

Before I touch any tool, I map how a lead turns into a sale and where it gets stuck.

02. Then I Build The System Around Your Goal

I build it on the CRM you already own, so your team keeps the tools it knows.

03. You Get It Running, Documented And Yours

I train your team and write every step down, so it runs without you chasing it.

I call itthe Operator Install

Four steps, in the same order, on every build.

  1. 1. Discovery Call

    Your stack, your goal and what stands between them.

  2. 2. Strategy Doc And Sign-Off

    Every automation, integration, page and dashboard in writing. Nothing starts until you sign.

  3. 3. Build And QA

    A working demo every week. Real data through every flow.

  4. 4. Training And Handoff

    Two 90-minute sessions with your team, full documentation and 30 days of support.

Where Do You Want To Start?

Every project is built around your goal. Start with what you need today.

Owners Like You, In Their Words

  • Length

    “…practically built my Facebook community of more than half a million members from scratch.”

    Daniel MarcosCEO · Growth Institute

  • Length

    “…Yamil took us by the hand and walked us through everything.”

    Juan GonzálezGrowth Institute

  • Length

    “…he's solving probably six or seven pretty major problems we have had.”

    Steve CraigCHEC Independent School (homeschool)

Case studies

Velocitti

Last-mile delivery

Their Whole Operation In One App, In Under 30 Days

of the price other companies quoted
1/5
Velocitti's console: a delivery route on the map with its stops and progressVelocitti's driver app on a phone: the day's pickup and delivery route

What My Clients Run On Today

Each one came with a goal. This is what I built for it.

  • The goal

    Move off an MS Access database

    The system

    A full marketing system, with flows and memberships.

    CHEC Independent School

  • The goal

    A big community on Facebook

    The system

    Funnels, tech and a community of more than half a million members, from scratch.

    Growth Institute

  • The goal

    The whole fleet on one system

    The system

    An Android app, an office console, a merchant portal and tracking.

  • The goal

    A directory with a private clinical community

    The system

    A custom build, off Ontraport and a CMS, with a private forum for clinicians.

    A medical directory

  • The goal

    Grow without hiring more people

    The system

    Site, funnel and CRM, with AI doing the work of another hire.

    A wellness center

  • The goal

    GoCardless payments up to date in Ontraport

    The system

    Each payment lands in Ontraport on its own, with a dashboard to check it.

    An academy for farm owners

Real Problems, Solved

Full references, company and all, on the call.

Facebook Events Fixed Fast, And Explained

We were trying to get 8 custom events passing to Facebook via the API. Yamil not only fixed our issue quickly and efficiently, he took the time to really explain things to us. Glad to know you, and I'd definitely recommend you to anyone else struggling with this.

Kevin CahillMarketing & advertising

Not Ready To Talk Yet? Start Here, Free

Three free tools. Each one leaves you with something you can use today, whether we talk or not.

  • Revenue-Leak Map

    Five common leaks and the order to fix them. A copy lands in your inbox.

    10 minutes · Sent to your email

    Map My Leaks
  • Does Your Business Run Without You?

    10 questions about how your business runs today. Your result shows up right away.

    10 questions · Instant result

    Get My Score
  • What Your Unanswered Leads Are Worth

    Put in your own numbers and see what the leads nobody answers are worth to you.

    Your number, instantly

    Run The Numbers

When you want to talk it through, the call is free too.

Frequently Asked Questions

I connect, fix and run what you have, or build what's missing.

Platforms I operate daily: HubSpot, Salesforce, Keap, Ontraport, ActiveCampaign, ClickFunnels, Pipedrive, Zoho, GoHighLevel, Monday, Notion, Zapier, Make, n8n, OpenAI, Anthropic, Claude, ElevenLabs, Stripe, PayPal, Shopify, Google, Google Sheets, Slack, Airtable, Mailchimp, Typeform, Calendly.

A full room at a live presentation by Yamil Morales

Bring The Goal. Leave With The First Step

Forty-five minutes, free, in English or Spanish. You leave knowing which piece to build first.