Project Snapshot
- Client: New Marketing Consultancy / Agency
- Services Provided: GoHighLevel Setup, CRM Configuration, Automated Funnel Buildout, Onboarding & Training
- Timeline: 3 Weeks
The Project Brief
Our client, a budding marketing consultancy, had a clear vision for growth but needed the right technological backbone to scale efficiently from day one. They aimed to avoid the common pitfalls of disjointed software and manual processes. Their core need was a powerful, all-in-one CRM and marketing automation platform to manage their leads, streamline client communication, and automate their sales pipeline. Our mission was to provide a complete, tailored GoHighLevel setup that allowed them to launch with confidence and hit the ground running.
Our Contribution & Key Features
We delivered a turnkey GoHighLevel solution, configuring every essential element to empower the consultancy with a robust operational foundation:
- Comprehensive GoHighLevel Architecture: Executed full account setup, including sub-account structure, domain integration, and white-label branding, establishing a professional and scalable environment.
- Automated Sales & Nurture Funnels: Designed and implemented critical sales funnels (e.g., lead magnet delivery, discovery call booking) complete with automated email and SMS sequences for effective lead nurturing and follow-up.
- Tailored CRM Pipeline Configuration: Configured a customized CRM pipeline, providing clear visibility into lead status, opportunities, and client progress, enabling efficient sales management.
- Empowering Onboarding & Training: Provided in-depth, personalized training sessions and detailed documentation, ensuring the client’s team could confidently utilize the platform’s full capabilities from day one.
The Outcome
Our swift and comprehensive GoHighLevel setup allowed the new marketing consultancy to launch with an incredibly powerful, automated lead management and sales system in place. This foundational efficiency directly contributed to their success in onboarding their first 5 high-value clients within the initial month of operation, demonstrating immediate ROI and setting a strong trajectory for growth.