Work

GoHighLevel systems, built as portfolio proof.

These builds show how I structure CRM records, follow-up logic, booking paths, onboarding flows, retention checks, and pipeline visibility for service businesses. I keep the work honest: no fake revenue, no inflated results, and no client claims where the build is a portfolio demo.

Featured portfolio build

Flagship lifecycle 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 OnboardingRetentionClient SuccessEmail/SMS

Onboarding state

Retention signal

Review path

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Business problem

Many service-based businesses successfully close new clients but lose momentum after the sale because onboarding is manual, scattered, or inconsistent. New clients may not complete intake forms, may delay booking their kickoff call, may miss early check-ins, or may finish the program without being asked for feedback, reviews, or referrals. Without a structured post-sale system, the business risks poor client experience, missed follow-up, weak retention, and unclear visibility into client progress.

System logic

Track new-client lifecycle state
Route clients to kickoff booking
Send active-client check-ins
Flag manual follow-up when engagement drops
Trigger review and referral follow-up after completion

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 AutomationCRM PipelineFollow-Up

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Business problem

Med spas can lose potential bookings when website leads submit interest but do not receive fast follow-up, do not book a consultation, or are not tracked clearly inside the CRM. A form submission alone does not guarantee a booked consultation. The business needs a connected system that captures the lead, guides them to the next step, alerts staff, updates the pipeline, and follows up when booking does not happen.

System logic

Capture consultation interest
Redirect leads to a booking calendar
Send immediate email/SMS follow-up
Update tags and CRM pipeline status
Recover leads who do not book

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/SMSCRM PipelineFollow-Up

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Business problem

Many HVAC and aircon service businesses have old leads and past customers sitting inside their CRM with no structured follow-up. These contacts may need cleaning, repairs, maintenance, or installation quotes, but without automation, they are forgotten. The business loses repeat revenue opportunities because there is no consistent reactivation process, no clear tracking, and no reliable way to separate interested contacts from no-response contacts.

System logic

Reactivate dormant customers
Send structured email/SMS follow-up
Track replies and service call bookings
Update HVAC pipeline stages
Flag no-response contacts for manual follow-up

Case files

The operating patterns behind the builds.

These are concise examples of the real system types represented in my current portfolio builds: lead follow-up, appointment booking, onboarding, retention, and pipeline visibility.

Case file

Lead Capture & Follow-Up System

Capturing leads, adding them to the CRM, applying tags/custom fields, and sending SMS/email follow-up inside GoHighLevel.

Problem

A new inquiry can become hard to manage when lead capture, CRM status, tagging, and first follow-up are not connected.

System logic

Lead capture form routes the contact into GoHighLevel
Tags and custom fields organize the lead record
SMS/email follow-up starts after submission
Staff notification keeps the next step visible

GoHighLevelLeadConnector formsTagsEmail/SMS

Case file

Appointment Booking Automation

Calendar setup, booking workflows, reminders, status updates, and reducing manual back-and-forth.

Problem

A lead may be interested but still require manual chasing if calendar booking, reminders, and status updates are disconnected.

System logic

Calendar gives the lead a clear booking path
Booking workflow updates contact and pipeline status
Reminders support the scheduled appointment
Staff can see when the appointment is booked

GoHighLevelCalendarsWorkflowsEmail/SMS

Case file

Client Onboarding Automation

Intake forms, welcome messages, client status tracking, task handoffs, and making sure new clients do not get lost after they book or sign up.

Problem

Post-sale momentum can drop when onboarding, intake, kickoff booking, and staff handoffs are handled manually.

System logic

Intake form collects client context
Welcome messages guide the next step
Pipeline stages show onboarding status
Tasks and notifications support handoff

GoHighLevelIntake formsCRM pipelineStaff notifications

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