Project Overview
The client was a growing digital marketing agency struggling with disconnected tools — separate CRM, email platform, funnel builder, and appointment system. The goal was to consolidate everything into GoHighLevel and automate their entire client acquisition process.
What I Built
- Complete CRM pipeline with custom stages and automated task assignments
- Multi-step sales funnels with A/B testing capability
- Email & SMS nurture sequences — 7-day, 14-day, and 30-day drip campaigns
- Reputation management — automated review request workflows
- Calendar & appointment system with automated reminders
- Zapier integrations connecting GHL with their existing tools
- Custom reporting dashboard for tracking key metrics
- Staff training documentation and video walkthroughs
Results
After going live, the agency saw measurable improvements within the first 30 days:
3x
Lead Response Speed
80%
Less Manual Work
2wk
Delivery Time
Challenges & Solutions
The biggest challenge was migrating existing contacts from 3 different platforms without data loss. I built a custom import mapping that preserved all tags, custom fields, and historical notes during the transition.