Workflow Automation & System Setup

Your Business, Organized - One Smart CRM at the Core

Businesses and executives ready to streamline operations, build scalable systems, and leverage end-to-end automation for lead capture, client onboarding, and ongoing client engagement.

Service Includes

  • CRM setup using Go High Level

  • Custom-designed workflows: from lead intake through follow-up and retention

  • Calendar & appointment automation (Google Calendar sync)

  • Email automation: tags, segments, sequences, and Mailgun integration

  • Onboarding process automation with booking bots (e.g., Eliza)

  • Sales funnel architecture: landing pages, checkout pages, and payment gateway integration

  • Go High Level snapshots: audit, creation, import/export for rapid account cloning

  • Review management setup and automated review requests

  • SMS & social integrations: Twilio, Facebook, GMB

  • Custom HTML/CSS tweaks to match your brand standards

  • Training videos and documentation for your team

FEATURES

Deliverables

This service is perfect for:

  • Fully implemented, tested automation workflows in your account

  • Exportable GHL snapshots for each funnel and process

  • Step-by-step workflow documentation

  • Short training videos walking through each system

Workflow Automation & System Setup
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