01 — Overview
Overview
A collection of CRM and automation work inside GoHighLevel: reporting dashboards, pipeline setups and workflows that capture leads, follow up automatically and keep opportunities moving.
02 — The Challenge
The challenge
When leads arrive from several places and follow-up depends on someone remembering, contacts slip through. Pipelines go stale, reminders are missed and nobody can see where each opportunity stands.
03 — The System
The system
- Lead capture from forms and calendars into one CRM
- Tags and custom fields to segment every contact
- Pipelines with clear, meaningful stages
- Workflows for follow-up, reminders and internal notifications
- Dashboards to track opportunities and appointments
04 — Workflow Architecture
How it flows
Form / Calendar
Contact + Tags
Pipeline Stage
Workflow
Email / SMS / WhatsApp
Booked / Won
05 — Implementation
Implementation
- 01 Map the lead sources and the stages each lead goes through
- 02 Set up custom fields, tags and pipelines
- 03 Build workflows with triggers, conditions and wait steps
- 04 Connect notifications so the team knows when to act
- 05 Test every path with test contacts before going live
06 — Result / Outcome
Outcome
A CRM where every lead lands in the right place, follow-up runs on time without manual chasing, and the dashboard shows the state of the pipeline at a glance.
07 — Tools Used
Tools used
GoHighLevel
Workflows
Pipelines
Opportunities
Dashboards
Tags
Custom Fields
Email
SMS
08 — Gallery
Gallery
