Ligaya Automation

Lead follow-upBookingOnboardingReactivation

Organized GoHighLevel systems for lead follow-up, booking workflows, client onboarding, and lead reactivation.

I build practical CRM workflows for service businesses across forms, calendars, follow-up, pipeline stages, tags, and staff notifications.

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The problem

Lead flow breaks when the next step is invisible.

When capture, follow-up, booking, and pipeline status live in separate places, the business loses visibility. Good opportunities quietly fall through the cracks.

Response delay

New leads wait too long for a response.

Manual dependency

Follow-ups depend on memory, spreadsheets, or manual reminders.

Handoff gap

Appointments get booked, but no-shows and missed handoffs are not tracked.

Pipeline ambiguity

The CRM exists, but pipeline stages, data quality, and status tracking are unclear.

CRM automation flow

One connected journey keeps the next action visible.

Follow one lead from first touch through booking, follow-up, pipeline visibility, and the relationship that comes after.

01 / 06Active system stage

Lead captured

A new form, call, or booking request enters the system.

System stateNew lead · first touch visible
The entry point is visible before follow-up starts.
Capture recordThe first-touch context travels with the lead.
Entry
Form, call, or booking request
Source
Visible in the CRM record
Status
New lead
  1. 01

    Connected stage

    Lead captured

    A new form, call, or booking request enters the system.

    New lead · first touch visible
    Capture recordThe first-touch context travels with the lead.
    Entry
    Form, call, or booking request
    Source
    Visible in the CRM record
    Status
    New lead
  2. 02

    Connected stage

    Record organized

    Source, tags, fields, and status are cleaned up so the lead is easy to track.

    Structured record · next action ready
    CRM structureThe record answers what happened and what comes next.
    Source
    Captured
    Tags + fields
    Organized
    Pipeline state
    Readable
  3. 03

    Connected stage

    Booking path triggered

    The right calendar, reminders, or intake step starts based on the lead's context.

    Booking route · context matched
    Routing logicContext determines the next practical path.
    1. 01

      Read the lead context

    2. 02

      Present the relevant calendar or intake step

    3. 03

      Keep booking or recovery status visible

  4. 04

    Connected stage

    Follow-up queued

    Email/SMS follow-up keeps the conversation moving without manual chasing.

    Follow-up active · judgment stays human
    Follow-up sequenceSystem events trigger the next communication.
    1. 01

      Send the appropriate email or SMS

    2. 02

      Wait for the relevant timing or response

    3. 03

      Flag manual follow-up when judgment is needed

  5. 05

    Connected stage

    Pipeline updated

    The lead moves into the right stage so the team knows what needs attention.

    Pipeline current · staff handoff visible
    Visible CRM stateThe pipeline reflects the latest system event.
    Current lead stateNext visible stage

    Ownership and the next action remain readable for staff.

  6. 06

    Complete journey

    Retention loop active

    Past clients and inactive leads can be reactivated with clear, timed campaigns.

    Lifecycle connected · relationship continues
    Complete system stateOne visible journey, connected from entry to return.
    • Six connected lifecycle stages
    • Clear ownership and status
    • Manual intervention where judgment is needed

    Forms, calendars, follow-up, tags, and pipeline state work as one traceable operating path.

Systems I build

The CRM control layer most service businesses are missing.

I focus on practical GoHighLevel systems that make lead status, follow-up, booking, onboarding, nurture, reactivation, and pipeline movement easier to see and manage.

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Service stages

Each service card maps to one part of the operating path: capture the lead, organize the record, trigger the right booking or follow-up, and keep the pipeline visible for handoff.

Organize

GoHighLevel CRM Setup

Set up a clear CRM foundation so leads and clients have the right fields, tags, stages, and status tracking.

CRM pipeline designCustom fields & tagsTask / status tracking

Capture

Lead Capture & Follow-Up

Connect lead capture forms to GoHighLevel workflows that send practical SMS/email follow-up and staff notifications.

Lead capture formsSMS / email follow-upSpeed-to-lead

Convert

Appointment Booking Workflows

Build calendar setup, booking workflows, reminders, and booking status updates that reduce manual back-and-forth.

Calendar setupBooking workflowsTask / status tracking

Retain

Onboarding, Nurture & Reactivation

Support new-client onboarding, intake forms, welcome messages, nurture sequences, and dormant lead/customer reactivation.

Client onboardingNurture sequencesLead reactivation

Featured systems

Three portfolio systems. One practical CRM method.

Each demo build shows how forms, workflows, calendars, tags, pipeline stages, and staff notifications become a trackable operating flow for a service business.

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Brightpath client success pipeline showing a sample client in Completed Review Requested.
Pipeline proof
Pipeline proofShows a sample client moved into the completion/review stage, tying workflow logic back to visible CRM pipeline state.

Featured portfolio build

Client Onboarding & Retention Automation

A flagship portfolio automation build for a financial coaching business. The system guides new clients through onboarding, kickoff booking, active-client check-ins, manual follow-up, and review/referral follow-up.

GoHighLevelClient OnboardingRetention
View case study
CRM opportunity pipeline showing a booked consultation opportunity for the med spa consultation request.
Booking proof
Booking proofShows the sample consultation opportunity moved into the booked stage after the booking workflow ran.

Portfolio case study

Med Spa Consultation Booking & Follow-Up Automation

A portfolio automation build for a med spa consultation funnel. The system captures new leads, routes them to a booking calendar, updates CRM status, sends speed-to-lead follow-up, and triggers no-booking recovery.

GoHighLevelLead CaptureBooking Automation
View case study
HVAC reactivation pipeline showing sample opportunities across no response, interested replied, and service call booked stages.
QA outcomes
QA outcomesShows QA sample opportunities separated into no-response, interested/replied, and service-call-booked outcomes.

Portfolio case study

HVAC Dormant Customer Reactivation Campaign

A portfolio automation build for an HVAC service business. The system reactivates dormant customers, sends email/SMS follow-up, tracks replies, updates pipeline stages, and flags no-response contacts for manual follow-up.

GoHighLevelReactivationEmail/SMS
View case study

Credentials

Training that supports CRM systems, delivery, and visibility.

Credentials that support the systems work.

Google Project Management Professional Certificate
Salesforce Sales Operations Professional Certificate
Google Business Intelligence Professional Certificate
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Process

Map first. Build second. Keep every next step visible.

I treat automation like a practical map for follow-up. The goal is not to add more tools. The goal is to make lead status, owner handoffs, and next actions obvious.

01

Audit the current funnel

Review how leads enter the business, where follow-up happens, what gets tracked, and where the process breaks down.

02

Map the system before building

Define the pipeline stages, triggers, messages, routing logic, and visibility needs before touching the automation tools.

03

Build and connect the workflow

Set up the CRM, forms, calendars, notifications, SMS/email steps, reminders, and handoff points with clean logic.

04

Test, document, and improve

Run test leads through the full flow, fix edge cases, document how it works, and make the system easier to maintain.