GoHighLevel · full setup

The CRM that runs your entire agency.

GoHighLevel does the work of HubSpot + Calendly + ConvertKit + a handful of Zapier zaps — but only if you set it up correctly. Most agency teams use 30% of the platform. We configure the other 70% so it actually replaces the tools you're paying for elsewhere.

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Marketing dashboard

The eight modules we configure end-to-end.

Pipelines + opportunities

Custom pipelines per service line. Stages mapped to real sales activities. Win-rate tracking and stage-conversion reporting on day one.

Calendars + booking

Round-robin or owner-routed bookings, buffer time, qualifier questions, automatic Zoom links, post-booking confirmation flows.

Forms + surveys

Branded forms with conditional logic, file uploads, payment-on-submit, and downstream automations triggered per response path.

Workflow automations

15-30 workflows covering nurture, reactivation, payment failure, review requests, and sales follow-up. Pre-tested before going live.

Email + SMS sequences

Pre-built sequences for onboarding, churn-risk, post-purchase, and reactivation. Voice-matched to your brand. Compliance-aware.

Membership + payments

Stripe integration, recurring billing, dunning flows for failed payments, content drip for paid memberships and courses.

Sites + funnels

Booking funnels, lead-magnet pages, members-only portals — built within HighLevel so they share data with the CRM natively.

Reporting dashboard

One owner dashboard showing leads, opportunities, revenue, and team activity. No 14-tab spelunking required.

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