Lead-to-Client System
My own GoHighLevel build. Leads get lost or mishandled when intake, discovery bookings, reminders and follow-up sit in separate places.
- Built
- CRM pipeline and tags, lead intake form, 15-minute discovery calendar, lead capture workflow, booking confirmation and reminders, cancellation and no-show workflow, proposal-to-onboarding workflow and dashboard.
- Evidence
- Full write-up on Notion.
Enquiry → intake form → discovery booking → reminders → cancel or no-show follow-up → proposal → onboarding
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