Project Snapshot
- Client: Creative Agency (Branding & Web Design)
- Services Provided: GoHighLevel Setup, CRM Customization, Automated Onboarding Funnels, Project Management Integration
- Timeline: 6 Weeks
The Project Brief
Our client, a bustling creative agency specializing in branding and web design, was experiencing rapid growth, but their internal processes weren’t keeping pace. Manual client onboarding was a source of constant administrative burden, inconsistency, and missed steps, delaying project starts and frustrating both clients and staff. They needed a robust, automated solution that could seamlessly transition new clients from signed contract to active project in their ClickUp system, ensuring a premium client experience and freeing up their creative team.
Our Contribution & Key Features
We engineered a comprehensive, end-to-end automation workflow using GoHighLevel as the central hub, completely transforming their client onboarding and project initiation process.
- Automated Onboarding Funnel: Designed and implemented a multi-stage onboarding sequence that automated contract signing, intake form collection, welcome kit delivery, and introductory communication via email and SMS.
- Custom CRM for Client Lifecycle: Configured a tailored CRM pipeline within GoHighLevel to track each client’s journey from initial proposal acceptance through the entire onboarding and project initiation phases.
- Seamless Project Management Integration: Developed a custom integration that automatically created new projects and assigned initial tasks in their ClickUp project management system as soon as a client completed their onboarding.
- Transparent Client Portals: Built dynamic, branded client portals within GoHighLevel, providing a single source of truth for clients to access documents, track progress, and communicate directly with the agency.
The Outcome
The automated workflow revolutionized the agency’s operations. It successfully reduced client onboarding time by an impressive 60% and eliminated over 15 hours of manual administrative tasks each week. This newfound efficiency allowed the creative team to focus entirely on delivering outstanding client work, accelerating project timelines, and enhancing client satisfaction from day one.