How AKT Built Build One's Connected Operating Dashboard, CRM & AI Lead Qualification System
Build One needed one operating layer for projects, financial visibility, contacts, lead qualification, pipeline management, and follow-up. AKT designed and deployed a connected system spanning the operating dashboard, GoHighLevel CRM, n8n AI workflows, Xero, Wunderbuild, and a shared Supabase database.
7
Core dashboard views
Built for operations and sales
4
AI lead bands
Bronze · Silver · Gold · Platinum
3
Live systems connected
Xero · GHL · Wunderbuild
1
Central project database
Supabase — shared across the team
The Challenge
Project, financial and sales data lived in separate systems
Build One needed clearer operational visibility and a structured lead journey. Project scheduling, pipeline activity, financial performance, customer contacts, lead scoring, and appointment follow-up all needed to work together without forcing the team to manually reconcile information across multiple tools.
Before AKT
Project visibility
Fragmented across tools and manual updates
Lead qualification
Required manual review and prioritization
Financial reporting
Not surfaced in one operating view
Sales follow-up
Needed consistent routing, reminders and tasks
The Solution
A single operating layer for construction, sales and lead intelligence
Four connected pieces — an operating dashboard, a GoHighLevel CRM with lead capture, the Oliver AI qualification workflow, and live integrations sharing one Supabase database.
01
Operating Dashboard
AKT built seven responsive views covering projects, timelines, meetings, tenders, lead conversion, pipeline forecasting, and business performance — one place for operations and sales to see the state of the business. A shared Project Scheduler adds milestones, trade scheduling, notes, and backup/restore on top of centralized project data, so scheduling and project records share one source of truth.
02
CRM & Lead Capture
Website enquiries from the Squarespace site flow straight into GoHighLevel. AKT built the sales pipeline, two-stage qualification forms, custom fields, SMS and email nurture sequences, appointment confirmation and reminder workflows, internal notifications, and automated follow-up for qualified opportunities — so every enquiry gets a consistent, structured journey.
03
Oliver AI Lead Qualification
Oliver is a conversational AI qualification workflow built in n8n and GoHighLevel. Using project type, budget, timeline, location, readiness, and discovery answers, it generates a structured score, lead category, tags, risk flags, a summary, routing, and a recommended action. Scores and summaries land directly on the GoHighLevel opportunity card. Bronze and Silver leads follow automated nurture paths; Gold and Platinum leads trigger a high-priority “Follow up within 24 hours” task and an internal sales notification.
04
Live Integrations & Shared Data
AKT connected Xero for live revenue, margin, and cash flow; Wunderbuild for client contacts; GoHighLevel for pipeline, contacts, and meetings; and Supabase as the central project database shared across the team. Sample data was removed as each live integration came online, so the dashboard reflects real business data instead of separate systems.
The Results
A clearer path from enquiry to qualified opportunity — with live operational visibility
- Project scheduling, milestones and project records now share one central source of truth.
- Lead scoring and summaries surface directly on the GoHighLevel opportunity card.
- Bronze and Silver leads can follow automated nurture paths, while Gold and Platinum leads trigger prioritized human follow-up.
- Gold and Platinum opportunities automatically create a high-priority “Follow up within 24 hours” task and internal sales notification.
- Xero, GHL and Wunderbuild data can be viewed inside the operating dashboard instead of separate systems.
After AKT
Dashboard
7 connected views
Project data
Centralized in Supabase
Lead qualification
AI scored & categorized
Pipeline
Live from GoHighLevel
Financials
Live from Xero
Priority leads
Automated tasks & alerts
Full Scope of Work
Everything AKT delivered for Build One
Technology Stack
The stack powering Build One's operating layer
GoHighLevel
CRM, pipeline & meetings
n8n
AI workflows & routing
OpenAI
Oliver lead qualification
Xero
Live financials
Supabase
Central project database
Wunderbuild
Client contacts
Squarespace
Website & enquiries
Netlify
Dashboard hosting
FAQ
Questions about construction dashboards, CRM and AI lead qualification
What does Build One's operating dashboard show?
▾
Seven responsive views — projects, timelines, meetings, tenders, lead conversion, pipeline forecasting, and business performance — plus a shared Project Scheduler with milestones, trade scheduling, notes, and backup/restore. Xero, GoHighLevel, and Wunderbuild data are viewable inside the dashboard instead of separate systems.
How does Oliver AI lead qualification work?
▾
Oliver is a conversational AI workflow in n8n and GoHighLevel. From project type, budget, timeline, location, readiness, and discovery answers it generates a structured score, a Bronze/Silver/Gold/Platinum category, tags, risk flags, a summary, routing, and a recommended action — all surfaced on the GHL opportunity card.
What happens to Gold and Platinum leads?
▾
They automatically create a high-priority “Follow up within 24 hours” task and an internal sales notification, so a human follows up fast. Bronze and Silver leads run through automated SMS and email nurture paths instead.
Which systems are connected?
▾
Xero (live revenue, margin, cash flow), Wunderbuild (client contacts), GoHighLevel (pipeline, contacts, meetings), and Supabase (central project database). The website runs on Squarespace, the dashboard on Netlify, and AI workflows on n8n with OpenAI.
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