Project Snapshot
- Client: High-Volume Real Estate Team
- Services Provided: GoHighLevel Setup, Data Migration, Workflow Recreation, CRM Configuration, Team Onboarding
- Timeline: 5 Weeks
The Project Brief
Our client, a high-performing real estate team, relied heavily on HubSpot for their CRM and marketing automation but found its rising costs unsustainable and its customization options restrictive. They needed to transition to a more flexible and cost-effective platform without disrupting their active lead generation and client management processes. The core goal was to execute a seamless, comprehensive migration of all their data and complex workflows from HubSpot to GoHighLevel, ensuring full operational continuity and immediate cost savings.
Our Contribution & Key Features
We engineered a meticulous, step-by-step migration process, replicating their entire digital ecosystem within GoHighLevel and providing a superior, cost-efficient alternative.
- Meticulous Data Migration: Executed a comprehensive transfer of over 10,000 contacts, deal histories, custom fields, and property data, ensuring 100% data integrity and no loss of critical information.
- Workflow Replication & Optimization: Rebuilt and enhanced all existing marketing automation workflows, email sequences, and lead scoring logic within GoHighLevel, improving efficiency and deliverability.
- Custom Real Estate CRM Setup: Configured a tailored CRM pipeline specifically for real estate, including custom stages for property listings, buyer/seller journeys, agent-specific dashboards, and automated lead routing rules.
- Comprehensive Team Onboarding: Provided extensive, hands-on training sessions and custom documentation for the entire real estate team, ensuring a smooth transition and rapid adoption of the new GoHighLevel system.
The Outcome
The full system migration was a resounding success. The real estate team experienced 100% operational continuity with zero disruption to their active campaigns and client communications. More impressively, they achieved cost savings of over $1,500 per month in recurring software subscriptions, while gaining access to enhanced automation capabilities and greater control over their marketing stack.