CRM & Pipeline Setup
Sub-accounts, pipelines, custom fields, tags, user roles and smart lists, structured for clean reporting from day one.
GoHighLevel CRM & Automation Specialist
I design, build and automate HighLevel accounts for agencies and service businesses, so every lead gets captured, followed up and booked without you lifting a finger.
Built for agencies, clinics, coaches and home-service brands
Sound familiar?
The fix
I audit what you have, map your customer journey, then build the CRM, funnels and automations that move people from “just looking” to “paid” on autopilot. You get a documented, scalable setup your team actually understands.
Get a Free Account AuditServices
From a single workflow fix to a complete white-label SaaS launch.
Sub-accounts, pipelines, custom fields, tags, user roles and smart lists, structured for clean reporting from day one.
High-converting landing pages, funnels, websites and forms with tracking, A/B tests and mobile-first design.
Speed-to-lead, nurture sequences, missed-call text-back, no-show recovery, reactivation campaigns and more.
Automated review requests, Google Business Profile integration and smart routing that turns happy clients into 5-star reviews.
Launch your own branded software: SaaS configurator, Stripe rebilling, plans, onboarding flows and custom domains.
Zapier, Make, webhooks, custom values and the HighLevel API to connect Stripe, QuickBooks, Calendly, Shopify and beyond.
AI bots that answer FAQs, qualify leads and book appointments across SMS, web chat, Facebook, Instagram and phone.
Reusable niche snapshots for fast client onboarding, plus clean migrations from HubSpot, ClickFunnels, Kajabi and Keap.
Monthly retainers for new builds, troubleshooting, reporting dashboards and team training, with priority turnaround.
How it works
We map your offer, lead sources, sales process and goals. You get a clear plan and fixed quote.
I design your pipelines, automations and customer journey before touching a single setting.
Everything is built, connected and QA-tested end to end with real test leads.
We go live together. Your team gets recorded walkthroughs and a written SOP for every system.
Example builds
These are blueprints, not client case studies: what each system does, step by step.
Founding Client Program
I’m building my client base, so I don’t have reviews to show you yet. Instead of asking you to take my word for it, here’s what early clients get:
In return, I ask for an honest review and permission to share your results once your system is live.
We agree the scope in writing before any work starts. If anything in that scope doesn’t work as described, I fix it at no extra charge.
Who you’ll work with
I focus on one tool, GoHighLevel, so I know it deeply instead of knowing ten tools a little. My job is to turn your account into a simple, reliable system that captures every lead and follows up for you.
You can expect plain-English communication, no jargon, honest timelines, and a setup your team actually understands after I hand it over.
Say helloPackages
Fixed-scope packages. No surprise invoices.
For businesses getting started with HighLevel.
from $997
A complete lead-to-client machine.
from $2,497
For agencies scaling with white label.
from $4,997
Need ongoing help? Monthly support retainers start at $497/mo.
FAQ
Fair question. I’m new to working with clients, so I make it low-risk: the scope and price are fixed in writing before work starts, I fix anything in scope that doesn’t work at no extra charge, and you can see progress throughout. Founding clients also get reduced rates.
Yes. You keep full ownership of your account and data. If you don’t have one yet, I’ll help you choose the right plan and set it up.
Quick Start builds take about 7 days. Growth Systems take 2–3 weeks, and Agency/SaaS projects usually 3–5 weeks depending on scope.
Absolutely. I migrate contacts, pipelines, tags and automations from HubSpot, ClickFunnels, Kajabi, Keap, ActiveCampaign and others, with a test import first so nothing gets lost.
Every project includes recorded Loom walkthroughs and written SOPs. Live team training sessions are available too.
Yes. Monthly retainers cover new builds, fixes, optimisation and reporting, with priority response times.
I’m an independent consultant who specialises in the platform. I’m not employed by or officially affiliated with HighLevel, Inc.
Let’s talk
Book a free 30-minute strategy call. You’ll leave with a clear plan, whether or not we work together.