Project Snapshot
- Client: High-Ticket Business Coaching Program
- Services Provided: GoHighLevel Setup, Membership Portal Creation, Automated Onboarding, Payment & Course Integration
- Timeline: 4 Weeks
The Project Brief
Our client, a leading provider of high-ticket business coaching, was experiencing rapid growth, but their manual client onboarding and content delivery processes were creating bottlenecks. They needed a sophisticated, automated system to provide a premium, exclusive experience for their high-value clients, streamline administrative tasks, and deliver their extensive course content efficiently. The core goal was to leverage GoHighLevel to create a seamless, branded membership portal that reflected the quality and exclusivity of their program.
Our Contribution & Key Features
We engineered a comprehensive, automated coaching program infrastructure within GoHighLevel, designed to elevate the client experience and maximize operational efficiency:
- Secure Branded Membership Portal: Developed a custom, secure client portal within GoHighLevel’s membership area, offering a single-sign-on access point to all course materials, resources, and community features.
- Automated Client Onboarding Journey: Built a multi-stage, automated email and SMS onboarding sequence that delivered welcome kits, pre-call questionnaires, and essential program information, setting clients up for immediate success.
- Integrated Payment & Billing Automation: Set up robust payment processing via Stripe, including recurring billing for program installments and automated dunning sequences for failed payments, ensuring consistent revenue collection.
- Structured Course & Content Delivery: Configured a well-organized course delivery system within the GHL membership platform, featuring video modules, downloadable templates, and assignment tracking for optimal client progress.
The Outcome
The implementation of this GoHighLevel system revolutionized the client’s operations. The automated processes reduced client onboarding time by an impressive 70% and cut administrative overhead by 20 hours per month. This allowed the coaching team to fully dedicate their time to delivering high-impact coaching, rather than managing logistics, directly enhancing client success and satisfaction.