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Foundation

GHL & CRM

CRM setup, pipelines, workflows, funnels, forms, calendars, email/SMS, reputation, WhatsApp, A2P, snapshots, and SaaS mode — configured once, working every day.

  • CRM setup, pipelines & opportunities
  • Workflows, automations & funnels
  • Calendars, email & SMS marketing
  • GHL Audit & Rescue for existing setups
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Inside GoHighLevel

What it looks like once it's running

New lead → Booked — pipeline updated automatically. Configured inside your own account, so you can see every step.

What’s included

  • CRM setup & configuration, pipelines/opportunities
  • Workflows & automations, funnels, forms & surveys
  • Calendars/appointments, email & SMS marketing
  • Reputation management, WhatsApp setup, A2P/phone setup
  • Snapshots, SaaS mode setup, sub-account & agency management

Problem-focused entry points

  • GHL Audit & Optimization — a full review of your existing GHL setup (CRM, pipelines, workflows, calendars, forms, funnels, conversations, AI, reporting, integrations) delivered as a GHL Optimization Roadmap.
  • GHL Rescue — fix broken workflows, failed automations, confusing pipelines, duplicate contacts, and bad integrations. Is your GHL setup a mess? We clean it up.
  • CRM Migration & Implementation — HubSpot, Salesforce, Zoho, Pipedrive, or another CRM → GoHighLevel: data migration, pipeline migration, custom fields, workflow recreation, calendar setup, automation, and integrations.