The System I Built
I built a simple GoHighLevel back-end system for a service-based business that needs a more
organized way to manage leads and clients.
Without a clear system, important follow-up can depend on memory.
A lead may submit a form but receive delayed follow-up.
Someone who already booked may continue receiving booking messages.
A new client may not complete onboarding.
An inactive client may simply disappear from follow-up.
I built the system so each stage has a clear trigger, action, status, and next step.
Lead Intake
↓
Lead Nurture
↓
Booked Call
↓
Active Client
↓
Client Onboarding
↓
Onboarding Complete
↓
Inactive Client
↓
Re-engagement
The system includes:
S01 Lead Booking
Moves a new inquiry toward booking and stops unnecessary nurture after the lead books.
S02 Client Onboarding
Welcomes a new client, collects onboarding information, and tracks completion.
S03 Re-engagement / Retention
Reconnects with inactive clients and routes the next action based on their response.
Please click the slides for further showcase of the project
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