WHAT I BUILD INSIDE GOHIGHLEVEL

Here's what a proper setup looks like.

Every build is different, but these are the pieces that come up on almost every project.

KPI DASHBOARD · HOME SERVICES
LEADS / MO
127
+18% vs last mo
CLOSE RATE
66%
+4pts vs last mo
REVENUE
$48K
On pace for $58K
REVENUE BY SOURCE · LAST 6 WEEKS
LSA
Google Ads
DASHBOARDS

KPI dashboards and reporting

A single page showing the numbers that actually matter: leads in, leads worked, close rate, revenue by source, and pipeline velocity. No spreadsheets, no guessing, no waiting for a monthly report. Every metric live, every morning.

  • +Broken down by lead source so you know what's actually working
  • +Built around your numbers, not a generic template
  • +Shared access for owners, managers, and sales team
PIPELINE · HOME SERVICES · GHL
NEW2
Mike P.
Today · LSA
new-lead
Anna S.
Today · Referral
new-lead
CONTACTED2
Dave R.
2d · Google
follow-up
Carol M.
3d · Meta ad
follow-up
BOOKED1
Jim T.
Fri 2:00 PM
appt-confirmed
WON2
Hannah L.
$4,200
closed-won
Pear Tree Co.
$1,800
closed-won
PIPELINES

Sales pipelines and lead tracking

Drag-and-drop kanban views for every opportunity. Clear stages, automatic movement based on actions.

WORKFLOW · NEW LEAD · PRESTIGE TREE
TRIGGER: Quote form submitted
Email: "Got your request. we'll call within 2 hours" sent
SMS: "Hi [name]. here's your booking link" sent
Wait 24h · If no booking: send follow-up SMS
If still no: re-tag "needs-call" · alert owner
AUTOMATIONS

Workflows that do the follow-up for you

The moment a lead comes in, GHL is already responding. Instant confirmation email, SMS with booking link, 24-hour follow-up if they haven't booked, escalation to you if they still haven't responded. None of this requires anyone on your team to do anything.

  • +Works for new leads, no-shows, review requests, and re-engagement
  • +Conditional branches so messages stay relevant based on what the customer does
  • +Built once, runs automatically without anyone touching it
prestigetreeexperts.com/quote
Request a Free Estimate
FULL NAME
Mike Peterson
PHONE
(240) 555-0194
SERVICE
Tree removal large oak
REQUEST FREE ESTIMATE
LEAD FORMS

Forms and booking pages that convert

On-brand lead forms and calendar booking pages that drop leads straight into the right pipeline.

UNIFIED INBOX · PRESTIGE TREE
M
Mike PetersonSMS
Is Friday at 2pm still open for the oak removal?
2 min ago · unread
D
Dave & Carol RuizEMAIL
Thanks for the quote ready to move forward
18 min ago
A
Anna SchottFB DM
Do you do stump grinding in Bethesda?
1 hr ago
COMMUNICATION

SMS and email from one inbox

Every text, email, and DM in one place so your team stops missing messages across five apps.

TEAM DOCS · BROKEN VIEW BUILD
01 · Pipeline Walkthrough 4:32
How to move a lead through the pipeline
When and how to use the conversation inbox
What each pipeline stage means and when to use it
TRAINING

Team training and documentation

A build is only as good as the team using it. Every project ships with screen-recorded Loom walkthroughs for each major piece, plus a written playbook that covers what each stage means, what to do when something breaks, and how to run your reporting.

  • +Short, task-based videos so your team learns what they actually need
  • +Written SOP docs so new hires can onboard without a training call
  • +30-day post-launch support so nothing breaks and stays broken

Want any of this in your business?

Typical build timeline is 2 to 4 weeks depending on complexity.

Start a build
WHO THIS IS FOR

Especially good for:

FIT / 01

Home service businesses

HVAC, roofing, cleaning, landscaping, remodeling. Any business where leads come from multiple sources and someone has to call them fast.

FIT / 02

Health & wellness

Gyms, studios, clinics, med spas. Membership management, class bookings, and follow-up for no-shows and cancellations.

FIT / 03

Real estate & agencies

Agents and teams drowning in lead sources. One pipeline, one inbox, one dashboard that tells you where every deal stands.

FIT / 04

Coaches & consultants

Discovery call booking, client onboarding, invoicing reminders, and email nurture all connected in one system.

FIT / 05

Small ecommerce

Abandoned cart flows, post-purchase follow-ups, and win-back campaigns tied to your order data.

FIT / 06

Professional services

Law firms, accountants, financial planners. Secure lead intake, consultation scheduling, and reporting for partners.

HOW A BUILD GOES

Two to four weeks, start to launch.

WEEK 1

Discovery & mapping

We map out your current process. How leads come in, who touches them, where things break down. I turn that into a spec.

WEEK 2

Build

I set up pipelines, forms, automations, and dashboards inside your GoHighLevel account. You get a preview link every few days.

WEEK 3

Test & polish

We run test leads through every path. Fix anything that doesn't flow right. Tune the automations so they sound like you.

WEEK 4

Train & launch

Your team gets a walkthrough and a written playbook. Go live. I stay on-call for 30 days to fix anything that comes up.

REAL AUTOMATION EXAMPLE

What a full customer journey looks like.

Built for an ecommerce brand selling bike racks and accessories. Every step fires automatically based on what the customer actually does.

EXAMPLE BRAND Ecommerce brand · Ecommerce · GoHighLevel Build 5 automated touches · 60-day window
TRIGGER
Customer opts in via popup or checkout
Tagged new-subscriber in GHL. The workflow starts immediately. No one on the team has to do anything.
01
IMMEDIATELY · EMAIL + SMS
Welcome. here's your 5% off.
Branded welcome email fires immediately. SMS hits at the same time with the discount code and a direct shop link. Both personalized via GHL merge fields.
+Tag applied: welcome-sent
+24-hour wait trigger begins
9:41
Messages
Ride88 Bikes
Hey! Welcome to Ride88. Use RACK5 for 5% off your first order.
Shop now → ride88.com
Delivered · 9:41 AM
WAIT 24H · CONDITIONAL BRANCH
IF NO PURCHASE
Brand story + bestsellers
Who we are, top 3 racks with photos, discount reminder.
IF PURCHASED
Order confirmed + tracking
Branded confirmation email. SMS with tracking link.
02
3-5 DAYS · EMAIL + SMS
Installation guide and video
Step-by-step install tips via email. SMS links straight to the YouTube install video so they're set up in 10 minutes. Reduces refund requests, generates goodwill.
03
10-14 DAYS · EMAIL · CONDITIONAL
"Have you seen our rack locks?"
GHL checks: bought a rack but no accessories? Sends targeted email featuring rack locks, cable kits, tie-down straps. Framed as helpful, not a pitch. Customers who don't need it never see it.
04
21 DAYS · SMS · CONDITIONAL
A quiet ask at the right moment.
Only fires if no reviewed tag. Links directly to Google Business profile. Sent 21 days in. enough time for them to actually use the product.
9:41
Messages
Ride88 Bikes
Hey! Hope the rack has been treating you well. Got 30 seconds? A review means a lot.
Leave a review → g.page/ride88
05
60 DAYS · EMAIL · IF NO 2ND PURCHASE
Winback: new gear drop or seasonal offer
Last touch before going quiet. Keeps the brand top of mind without burning the list. Customers who've already re-purchased skip this entirely.
Every one of these runs without anyone on the team doing anything.
Built once in GoHighLevel. Fires based on real customer behavior. Most builds have 4 to 8 of these running at the same time, across different segments and triggers.

Broken View built us a setup that actually works with how we run. Nothing falls through the cracks anymore, and the team actually uses it every day.

Matt Derrick  ·  Prestige Tree Experts

Ready for a CRM you'll actually use?

Tell me how your current setup runs and I'll put together a plan for a build that fits your business.

Book a call