Project Snapshot
- Client: Financial Advisory & Wealth Management Firm
- Services Provided: GoHighLevel Setup, CRM Pipeline Configuration, Long-Term Nurture Sequence Development, Lead Scoring
- Timeline: 8 Weeks
The Project Brief
Our client, a respected financial advisory firm, excelled at building relationships in person but struggled to nurture digital leads over the long term. Prospects from their website or webinars would often go cold due to inconsistent manual follow-up. They needed a sophisticated, automated system to maintain a professional, value-driven relationship with high-net-worth individuals over many months, and to intelligently identify the perfect moment for an advisor to initiate a personal conversation.
Our Contribution & Key Features
We engineered an end-to-end CRM and lead nurturing system in GoHighLevel, designed to automate the long sales cycle inherent in the high-trust financial services industry.
- Custom CRM Sales Pipeline: Designed and built a visual, multi-stage pipeline within GoHighLevel, allowing the firm to track the status of every prospect from initial contact to active client, ensuring no opportunity was missed.
- “Thought Leadership” Nurture Sequence: Developed a 12-month, automated email nurture campaign that delivered timely, high-value content (market insights, financial planning articles), establishing the firm as a trusted authority.
- Intelligent Lead Scoring: Implemented an automated lead scoring system that assigned points to prospects based on their digital body language, such as opening specific emails or viewing the “Our Services” page.
- Automated “Hot Lead” Alerts: Created a workflow that instantly notified a human advisor via SMS and email the moment a prospect’s lead score crossed a critical threshold, signaling high interest and perfect timing for a personal outreach.
The Outcome
The automated system transformed their lead nurturing from a manual, inconsistent effort into a predictable, revenue-generating machine. In its first year, the system nurtured and identified 12 new high-net-worth clients, resulting in over $2.5 million in new assets under management (AUM) for the firm.