My Work
HighLevel Setups I’ve Built
GHL Whitelabel Agency Automation Suite
A complete end-to-end automation system designed for a GHL whitelabel agency. This setup manages the entire client lifecycle — from lead capture to demo booking, onboarding, account setup, launch, client success, retention, and upsells — all automatically.
It includes:
Lead Capture & Nurture: Instantly engages new leads, nurtures them with multi-step sequences, and drives demo bookings.
Demo Show-Up & Confirmation: Reduces no-shows with automated reminders and notifications.
Client Onboarding & Setup: Collects client information, assigns internal tasks, and prepares subaccounts efficiently.
Account Launch & Handover: Delivers login info, training resources, and marks the client as active.
Retention & Upsell Workflows: Check-ins, performance reports, and upgrade sequences keep clients engaged and maximize revenue.
Churn Prevention: Automated payment recovery and low-activity re-engagement ensure clients stay active.
Lead Nurture & Retention System
This project shows how a pest control business can use GoHighLevel to automate their entire client journey. The system captures new leads, sends instant follow-ups, confirms bookings automatically, and requests reviews after each service. It even reactivates past clients with special offers.
The Problem
Leads were slipping through the cracks, appointments were being missed, and past clients weren’t being re-engaged. Manual follow-ups made it impossible to keep track of everything, limiting growth for the business.
The Solution
A fully automated GoHighLevel system that manages the entire client journey — from capturing new leads to reactivating past clients. Every step runs automatically, so no lead is lost and every opportunity is maximized.
What I Built
Lead Capture & Nurture: Coupon funnel with automated SMS and email follow-ups.
Booking & Reminders: Instant confirmations and timed reminders to cut no-shows.
Review, Referral & Upsell: Automated review requests, referral incentives, and repeat service offers.
Reactivation: 90-day campaign to bring past clients back into the system.
The Result
Smooth, automated lead-to-client flow
Fewer missed opportunities and no manual follow-ups
More repeat bookings, referrals, and reviews
Predictable growth and client retention
Automated Lead-to-Policy Automation
This project shows how a car insurance provider automate their entire client journey from capturing leads and sending quotes to confirming payments and reactivating past clients.
The Problem
Car insurance leads were falling through the cracks. Slow follow-ups, inconsistent onboarding, and missed upsell opportunities were reducing conversions and limiting growth.
The Solution
I built a fully automated client journey that takes leads from initial inquiry all the way to policy issuance. The system handles follow-ups, quotes, payments, upsells, and policy delivery automatically
What I Built
Lead Capture & Intake Form: Automatically adds new inquiries to the sales pipeline and sends a personalized welcome email with the intake form and assigned agent.
Automated Quote Delivery: Moves leads to “Hot Lead” stage after form submission and sends 3 customizable estimate packages.
Smart Reply Detection & Package Selection: Detects client responses, delivers detailed package info and payment link, and notifies the assigned agent.
Payment & Upsell Campaign: Moves clients to “Paid Customer” stage, launches a 3-step upsell sequence (multi-car, roadside, glass coverage), and assigns a retention agent.
Policy Issuance & Confirmation: Moves to “Policy Issued” stage and automatically sends the final policy PDF.
The Result
Fully automated lead-to-policy workflow
Faster responses, fewer missed opportunities
Higher conversions and upsell revenue
Predictable, hands-free sales process for the business
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