CRM System Build
CRM & Sales Automation System
A sales process should not depend on someone remembering every next step.
This system was built to manage the full customer journey from first inquiry through booking, proposal, payment, onboarding, or Closed Lost. Repetitive follow-up is automated, while important decisions stay human.
The challenge
Not every lead follows a straight path. Some submit a form but never book. Some cancel. Some no-show. Some receive a proposal and go quiet. Others sign but still need payment follow-up. The system was built to make sure those moments do not become forgotten opportunities.
What I built
- Lead capture and opportunity creation
- Duplicate opportunity prevention
- Appointment confirmations and reminders
- Cancellation recovery
- No-show recovery
- Proposal delivery and follow-up
- Proposal-signed automation
- Payment reminder sequences
- Manual payment verification
- Client onboarding
- Stale opportunity handling
- Closed Lost automation
- Internal notifications
- Automated pipeline updates
Customer journey
- Inquiry
- Appointment Booked
- Showed / No-Show
- Proposal Sent
- Proposal Signed
- Payment Verified
- Closed Won
- Onboarding
Inactive opportunities can move into Closed Lost while the contact stays in the CRM for future nurturing or reactivation.
Built with
GoHighLevel CRMPipelinesCalendarsWorkflowsTagsCustom FieldsGoalsTrigger LinksTasksEmail Automation
Why it matters
The system keeps leads moving without automating the decisions that still need human judgment. The result is a cleaner pipeline, more consistent follow-up, and fewer opportunities left sitting unnoticed.
CRM System Build
Course & Membership Automation
Selling the course is only one part of the journey. The system also needs to know what happens after checkout begins, after payment clears, after access is granted, after the course is completed, and when the next offer should begin. This system automates that entire lifecycle.
The challenge
A customer may abandon checkout. They may come back and purchase later. An existing member may buy another product. A learner may complete a course and need a certificate. An upsell may need to stop the moment another purchase happens. The system was built to handle those states automatically without relying on manual pipeline movement or access changes.
What I built
- Course creation
- Membership structure
- Product and offer setup
- Two-step checkout handling
- Abandoned cart recovery
- Purchase confirmation
- Automated pipeline movement
- Course and membership access control
- Repeat-purchase handling
- Course completion detection
- Certificate delivery
- Post-course upsell automation
- Seven-day upsell nurture
- Goal-based exit on purchase
Customer journey
- Checkout Intent
- Abandoned Cart / Purchase
- Enrolled
- Completed
- Upsell Offered
- Won
Purchase events act as the source of truth, while tags and workflows manage lifecycle state and access.
Built with
GoHighLevelCoursesMembershipsProductsOffersPayPalWorkflowsTagsPipelinesGoal LogicEmail Automation
Why it matters
The customer experience continues automatically after someone clicks buy. Access, reminders, completion, certificates, and upsells work as one connected system instead of separate manual tasks.
CRM System Build
AI Lead Recovery & Receptionist System
A missed call can be more than a missed call. For a service business, it can be a potential customer calling the next company on the list. This system was built to respond quickly, gather the right information, support booking, and keep opportunities moving even when the office is busy or unavailable.
The challenge
Service businesses can lose opportunities through:
- Missed calls
- Slow lead response
- After-hours inquiries
- Weak estimate follow-up
- Leads who never finish booking
- No-response prospects
- Seasonal surges
- Old customers who are never reactivated
The system addresses those gaps through lead-response automation, booking support, follow-up, and AI-assisted conversations.
What I built
- Missed-call text back
- Instant SMS response
- AI lead conversations
- Lead qualification
- Service-detail capture
- Contact information collection
- Appointment request handling
- Booking automation
- No-response follow-up
- Estimate follow-up
- After-hours lead capture
- Internal notifications
- Review requests
- Maintenance reminders
- Reactivation automation
- Retention workflows
Lead journey
- New Inquiry
- Instant Response
- Qualified
- Booking Sent
- Job Booked
- Closed Won / Closed Lost
After Closed Won, the system can continue into retention with review requests, maintenance reminders, reactivation, and membership offers.
Built with
GoHighLevelVoice AICRM PipelinesWorkflowsCalendarsSMS AutomationLead QualificationMissed-Call RecoveryReactivation
Why it matters
The system supports the team when they cannot answer immediately. Instead of leaving the lead waiting, it creates a next step while the opportunity is still warm.