PROJECT: CRM PIPELINE AUTOMATION
Automated pipeline inside GoHighLevel that organizes leads, triggers follow-ups, and keeps your sales process running smoothly.
CRM & Tech Setup
WHAT THIS PROJECT DOES
• Builds your full CRM pipeline inside GHL
• Automates pipeline stage movement
• Sends notifications and reminders
• Creates clean tagging + lead organization
WHAT YOU GET
• Custom pipeline build
• Stage-change automation
• Tags, lead statuses, and assignment setup
• Notifications for tasks + follow-up
• Reporting dashboard
WHAT WE NEED FROM YOU
• Your sales stages (cold lead → booked call → closed)
• Any tagging systems you use
• GHL login access
ESTIMATED HOURS & TIMELINE
• Hours: 8–14
• Turnaround: 3–6 days
SUCCESS LOOKS LIKE
• Leads auto-move through the pipeline
• Notifications firing at correct stages
• CRM stays clean and organized
• No duplicate leads
COMMON ADD-ONS
• Lead scoring
• Appointment workflow
• KPI dashboard automation
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