Service
GoHighLevel & CRM automation
Pipelines, funnels and follow-up sequences configured so that a captured lead is actually worked — not stored.
What I set up
- GoHighLevel onboarding — account and sub-account configuration from scratch
- Pipelines — stages that reflect how your business actually qualifies and closes
- Funnels and landing pages — capture pages connected to the pipeline, not floating separately
- SMS and email workflows — follow-up sequences with sensible timing and exit conditions
- Lead routing and notification — the right person alerted fast enough to matter
- CRM customisation — custom fields, modules and workflow logic, including Perfex CRM
- Integrations — website forms, calendars, phone systems and third-party APIs
- Automation cleanup — untangling workflows that fire twice, contradict each other or silently stopped working
Where automation usually goes wrong
Sequences written for the sender, not the recipient
Five messages in three days reads as pressure and gets you marked as spam. Timing is a deliverability decision as much as a marketing one.
No exit conditions
A lead who has already replied should not keep receiving "just checking in" messages. Every sequence needs defined exits, and most broken setups I inspect are missing them.
Pipeline stages that describe hope
Stages should describe observable facts, not optimism. "Interested" is not a stage — "call booked" is. If a stage cannot be verified, your pipeline report is fiction.
Nobody watching whether it still works
An integration breaks quietly. Six weeks later someone notices leads stopped arriving. I set up checks so failures surface immediately.
Systems
- Primary
- GoHighLevel
- Also
- Perfex CRM, custom CRMs
- Channels
- SMS, email, VoIP, web forms
- Custom work
- PHP / Laravel integrations, REST APIs
- Sectors
- Real estate, referral businesses, services
- Engagement
- Project setup or ongoing retainer
Related work
- OmniReferral — lead intake, ZIP-based routing and dashboard delivery
- OmniReferral — qualified lead intake routed to the right agent
- Domestic Real Estate — lead capture connected to follow-up workflow
Leads arriving but not converting?
Usually the problem is the twenty minutes after capture. That is fixable.