GoHighLevel
CRM Setup Support
We migrate, configure, and maintain GoHighLevel systems that centralize lead management, automate operations, and support your business end to end, without broken workflows or partial setups
Our clients:
Our CRM Services
Migrate from your existing CRM into GoHighLevel with clean data, structured pipelines, and workflows designed around how your business actually operates, not generic templates
CRM Migration & Complete Setup
- Migrate from your existing CRM into GoHighLevel with clean, structured data
- Rebuild pipelines and workflows around how your business actually operates
- Migration is handled as a core service, not an afterthought
Lead Management & Source Mapping
- Centralize leads from multiple sources into a single, reliable system
- Map attribution, routing, and follow-ups across all lead channels
- Ensure every lead enters the correct pipeline automatically
- Prevent lost leads as volume and traffic increase
Funnels & Workflows Automation
- 3rd Party Integrations via Webhook/API Calls
- Process mapping in Miro before building automations
- Workflows that act as one connected system
- Funnels that have clear messaging
Ongoing Optimization & Support
- Workflow improvements based on team feedback
- Adding new automations as you scale
- Technical fixes & troubleshooting
- Optional monthly support for teams that want continuous improvement without internal overhead
Our process
1
Discovery & CRM Audit
We map out your customer journey processes, and goals to design a CRM architecture that fits your business
2
CRM Setup & Pipeline Design
Build pipelines, dashboards, and automations aligned with your sales and delivery process
3
Automation & Workflow Development
Workflows that follow your process from lead capture to nurture, booking onboarding, or renewal
4
Testing & Team Training
QA every workflow and train your team so the system is usable from day one
5
Implementation
Deploy the CRM into your live environment with clean handover & documentation
6
Ongoing Support & Optimization
Optional monthly support to refine workflows, fix edge cases, and scale with your business
What’s included
Full GoHighLevel CRM setup or migration
Custom pipelines, dashboards, and reporting
Lead capture, routing, and follow-up automation
Funnels, SMS, email, and Voice AI workflows
Integrations with calendars, payments, and 3rd party tools
QA, documentation, and team onboarding
Optional monthly support and optimization
Why it matters
Better lead management
Faster response times
Stronger sales performance
Scalable operations
FAQ
We migrate your data, pipelines, workflows, and automations into GoHighLevel with clean structure and logic, not partial imports or broken setups. This includes cleaning data, rebuilding pipelines, and validating workflows before launch.
Tell us which CRM you are using and we will confirm the migration approach
Simple setups can be completed quickly, while full migrations and end-to-end systems are delivered in phases so you start seeing value early
Book a call to get an accurate timeline based on your setup
Many clients choose monthly support for optimization, monitoring, workflow improvements, and scaling. This is offered separately so you are not locked into long-term commitments unless you need continued involvement
We design workflows for onboarding, delivery, internal handoffs, and operational tracking so your CRM supports how work actually gets done, not just lead management
Share your delivery or fulfillment process and we'll let you know if its a fit for a GoHighLevel build or not
In most cases, yes. We integrate GoHighLevel with the tools you already use.
Calendars, payment systems, communication platforms, and internal tools. If a tool limits reliability or scalability, we will flag it beforehand
We begin with a free consultation to understand how your business currently operates, identify opportunities for automation, and create a roadmap for the build
