All work

How I set up a GoHighLevel CRM

A form, a missed call or an inbound message all arrive on one contact record, tagged and owned, with follow-up already running.

A walkthrough of the build itself, not a single engagement. Client names and numbers go up here as clients sign off on them.

Service: CRM setup & management
What it covers: Pipelines, tags, automation, reporting
Runs on: GoHighLevel

The system that got built

Web forms

Site and funnel forms

Missed calls

Text-back fires automatically

Inbound messages

Connected channels land here

Owner and task set

Assigned on entry, not later

One contact record

Deduped, tagged by source

Stale-lead reminders

Fire when a lead goes quiet

Pipeline stages

Named for what actually happens

Follow-up automation

Per stage, stops on reply

Reporting view

Source, stage, and conversion

The problem

Leads live in a spreadsheet, a phone and somebody’s inbox at the same time. No record has an owner, nothing is tagged, and the same person gets called twice or not at all. When the month ends there is no honest answer to which source was worth paying for.

What I set up

Sub-account configured from scratch
Pipelines with named, meaningful stages
Tag taxonomy so every source stays traceable
Missed-call text-back on the main number
Forms and calendars connected to the right pipelines
Follow-up automation per stage, stopping on reply
Users, permissions, and lead assignment rules
A reporting view the client can actually read

How it’s wired

Consolidate

Forms, calls and messages all write to one deduped contact record instead of living in separate tools.
Classify

Tags are applied on entry by source and campaign, so reporting later does not depend on anyone remembering to label anything.
Own

Each new contact gets a pipeline stage, an owner, and a task at the moment it arrives.
Maintain

Stage automation chases quiet leads and flags stale ones, so the pipeline reflects reality rather than optimism.

What you get

One contact record per person, whatever they arrived through
Stages named after your real sales process
A new hire can run it on day one

GoHighLevel
Claude Code

Other work

Websites Site built and wired into the CRM Sales funnels Opt-in to booked call, automated Automation Manual process replaced by a run

Want this build?

Tell me what you're trying to build, and I'll tell you how to get there.

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