GoHighLevel Automation Suite
End-to-end GoHighLevel automation suite — client onboarding workflows, multi-channel drip sequences, pipeline stage automations, and Google Sheets reporting integration.
The Problem
The client had a GoHighLevel account but was only using it for basic contact storage. No automated onboarding, no follow-up sequences, no pipeline stage automations — every client interaction required manual action from the team. They were paying for an automation platform but running everything manually.
The Solution
Designed and implemented a full GoHighLevel automation suite covering automated client onboarding workflows, multi-channel drip sequences (email + SMS), pipeline stage automations that trigger actions on deal progression, and marketing campaign templates — all integrated with Zapier and Google Sheets for reporting.
How It Works
New client enters GHL → onboarding workflow triggers automatically
Welcome email and SMS sequences fire based on client type and service
Pipeline automations move deals through stages based on activity
Each stage change triggers relevant follow-ups — proposals, reminders, check-ins
Marketing campaign templates allow the team to launch outreach in minutes
Zapier syncs key metrics to Google Sheets for reporting dashboards
Team dashboard shows pipeline value, sequence performance, and conversion rates
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