You mainly need your current sales process, access to your CRM or booking tools, and clarity on how you want leads handled.

If you’re not currently on a CRM powered by GoHighLevel, or you’re looking to move to one system that can replace most of your marketing tools, schedule a call with us today to learn more about our CRM offer, or purchase here to get our CRM powered by GoHighLevel offer for just $87/month, plus weekly support calls, on-demand training, three onboarding calls, and for a limited time only, your first month free. This offer is only available through this link. Savings will be shown at checkout page.

The setup includes:

- CRM configuration

- workflow automation

- email campaigns

- booking forms with calendar and meeting location integrations

- follow-up logic

- tagging and custom fields

- booking path implementation.

Lead scoring and qualification can also be added for an additional fee.

Training and user guide will also be provided once the implementation is complete.

We primarily build this workflow in CRMs powered by GoHighLevel, it gives us the most complete all-in-one environment for CRM, pipelines, automations, scheduling, follow-up, and client communication in one place. It is the most robust and highest-value option when you want one system to replace multiple marketing tools instead of stitching together separate platforms.

At the moment, we do not build in other platforms right now because each one has gaps for this use case.

-ActiveCampaign is strong for email automation and scoring, but it is less all-in-one for pipeline management and scheduling.

-Calendly or Acuity only offers scheduling which is only one piece of the workflow. It does not have proper follow-up CRM capabilities.

-ClickFunnels can build funnels but it does not replace the CRM, scheduling, and follow-up layer by itself.

-HubSpot can do lead scoring and automation, but those features depend on plan level, and the platform can get expensive as you move up tiers.

-MailChimp or Klaviyo handle email well, but they're not built to run the whole sales workflow in one place.

-Pipedrive works well for pipeline automation and scheduling, but it usually needs integrations for deeper marketing and email functionality. This drives up your monthly costs.

-Twilio handles messaging infrastructure, but its not a full CRM system that can manage entire workflows.

-Zapier can connect apps, but that usually means your stitching systems together instead of running one native workflow which may cause issues in the future.

-Zoho can handle workflows, but setup is typically more admin-heavy and less streamlined for a done-for-you build.

We have partnered with Katalyst, powered by GoHighLevel, to offer our clients a discounted GHL CRM and with ongoing tech support and education.

If you’re not currently on a CRM powered by GoHighLevel, or you’re looking to move to one system that can replace most of your marketing tools, schedule a call with us today to learn more about our CRM offer, or purchase here to get our CRM powered by GoHighLevel offer for just $87/month, plus weekly support calls, on-demand training, three onboarding calls, and for a limited time only, your first month free. This offer is only available through this link. Savings will be shown at checkout page.

No. The offer price covers the implementation work, including setup, automation, follow-up assets, testing, and training. The GoHighLevel subscription is separate from the implementation investment.

We have partnered with Katalyst, powered by GoHighLevel, to offer our clients a discounted GHL CRM and with ongoing tech support and education.

If you’re not currently on a CRM powered by GoHighLevel, or you’re looking to move to one system that can replace most of your marketing tools, schedule a call with us today to learn more about our CRM offer, or purchase here to get our CRM powered by GoHighLevel offer for just $87/month, plus weekly support calls, on-demand training, three onboarding calls, and for a limited time only, your first month free. This offer is only available through this link. Savings will be shown at checkout page.

Included in the implementation price, we will provide training videos and a daily user guide so you and your team understand exactly how the automation works and your role in it.

Additional monthly support and CRM support/ maintenance can be added to help refine the workflow and make sure the system runs properly, as your needs may grow over time.

We provide the necessary training to understand how to use this workflow. Basic training is helpful so your team knows how to use the CRM and manage leads correctly. We can also assist you with full CRM and tool training.

Absolutely! Because the offer is built in GoHighLevel, it gives your business a flexible foundation that can support additional automation, campaigns, and sales processes over time.

Our CRM version of GoHighLevel replaces to following tools for each feature:

CRM & Pipeline Management: HubSpot & Active Campaign

Unlimited Sales Funnels: ClickFunnels & Leadpages

Website Builder: WordPress, Wix, SquareSpace

Surveys & Forms: Survey Gizmo (now Alchemer), Formstack, Wufoo, Typeform

Email Marketing: Active Campaign, MailChimp, Constant Contact, HubSpot Marketing Hub

2-Way SMS Marketing: EZ Texting, SimpleTexting, Textedly

Booking & Appointments: Calendly, Acuity Scheduling, ScheduleOnce (OnceHub)

Workflow Automations: Active Campaign, HubSpot Workflows, Keap (InfusionSoft)

Call Tracking: Call Rail, CallTrackingMetrics

Reputation Management: Birdeye, Grade.us, Podium

Tracking & Analytics: Agency Analytics

Communities: Skool, Mighty Networks, Circle

Document Signing: PandaDoc, DocuSign