06
CRM & Data
Full GoHighLevel setup: pipelines, tags, automations and a database that works for you. We migrate your database from whatever platform you're using today.
Your database is the most valuable asset in the business, and right now it's probably scattered across a phone, a notebook and three Excel files nobody updates. This is where that gets fixed, permanently.
Who it’s for
- You lose leads because nobody knows whose turn it was to call.
- Your customers are scattered across several places and none of them talk to each other.
- You can't say with certainty how many leads you got last month or where they came from.
- You're hiring services 01 through 05: they all funnel here.
Not for you if
- You're a solo operator with under 15 customers a month. A well-built spreadsheet still covers you, and we'll tell you that.
Exactly what’s included
Foundation
- Fully configured GoHighLevel account. Sub-account under our agency or your own license: you choose, and we explain the cost and control difference.
- Data structure with custom fields by industry: service type, equipment, brand, model, warranty, area, source and language.
- Pipelines by line of business: new, contacted, quoted, booked, in progress, closed, warranty.
- Tagging system: source, service, area, value, temperature and language.
- User roles and permissions.
Unified capture
- Site forms, calls, WhatsApp, Facebook, Instagram, Google Business Profile messages and email: all in one place.
- Unified inbox: your team answers SMS, WhatsApp, email, Messenger and Instagram from a single screen.
- Automatic call logging with recording and transcription.
- Source attribution on every contact. You'll know exactly which channel pays and which doesn't.
Automation
- Automatic lead assignment by area, service or shift.
- Rotation between salespeople with rules.
- Task reminders for the team.
- Alerts for untouched leads after X hours. This costs a lot of money and almost nobody measures it.
- Automatic stage movement based on real actions.
- Triggers service 03 sequences based on stage.
Calendar & scheduling
- Calendars by technician, service and branch.
- Availability rules, buffers and travel time between jobs.
- Automatic confirmations and reminders.
- Self-booking link to share via WhatsApp or email.
Reputation
- Automatic review request when a job closes, at peak satisfaction.
- Unified panel for Google and Facebook reviews.
- AI-suggested replies that you approve before publishing.
Quotes, payments & documents
- Branded quote and proposal templates.
- Electronic signature.
- Payment and invoicing links: you connect your own processor. We never touch or store payment data.
- Documents and photos organized by contact.
Migration & cleanup
- From HubSpot, Salesforce, Pipedrive, Zoho, Monday, Airtable, Notion, Jobber, Housecall Pro, Excel, Google Sheets, WhatsApp contacts and chats, or the notebook.
- Cleanup: deduplication, phone and email normalization, existence validation and address standardization.
- Field and history mapping.
- Migration of tasks, notes, files and stages where the source allows it.
- Audit report: what was migrated, what was cleaned, what was left out and why.
Reports & training
- Main dashboard: leads by source, cost per lead, appointment rate, close rate, revenue by source and sales cycle.
- Individual dashboard per salesperson.
- Automatic weekly report to your email.
- Library of short task videos.
- Written operating manual.
- 30 days of priority support after launch.
How setup works, step by step
Week 1
Mapping & data audit
Real process mapping, review of your current data's condition and structure design.
Week 2
Build
Pipelines, fields, calendars, forms and integrations.
Week 3
Test migration
We migrate to a test environment, validate record by record via sampling, and fix issues before touching production.
Week 3-4
Automations & dashboards
Assignment rules, alerts, dashboards and permissions.
Week 4
Final migration & launch
Cutover, final migration, team training and go-live.
Week 5-8
Stabilization
Support, tuning and optimization based on real usage. No CRM is perfect on day one.
Base 7-10 days · Full 3-4 weeks · With complex migration 4-6 weeks.
What we need from you
- Export from your current system, or admin access.
- List of users, roles and branches.
- Your real sales process, not the ideal one on the wall.
- A definition of what counts as a qualified lead for you.
- An internal owner of the system. Without one accountable person inside, no CRM works. This is the point that sinks the most projects.
- 2 to 4 hours of team time for training.
What’s NOT included
- The software's monthly license (see plans).
- Recovery of data your old system won't let you export. Some vendors block it on purpose.
- Integrations with software that has no public API. Evaluated case by case, may carry extra cost.
- Manual cleanup of databases over 50,000 records at no extra charge.
- HIPAA compliance without a BAA and specific configuration. Quoted separately.
- Manual digitization of paper files.
Third-party costs (paid to the provider, no markup from us)
GoHighLevel license · SMS, email and call usage · Your payment processor · Data-validation tools on large migrations.
What you can expect
0
Leads lost: 100% logged and assigned
< 5 min
Achievable average response time
8-20 h
Typical weekly admin time saved
By channel
Real visibility into cost per lead and per closed job
Data ownership: your database is yours. Full export whenever you want, at no cost and no questions asked. If you end the service, you have 30 days to export everything and we help you do it. We never sell or share your database with anyone, ever. Weekly backups.
Questions we always get
Why GoHighLevel and not HubSpot or Salesforce?
Because for local service it brings CRM, SMS, email, WhatsApp, calls, calendars, reviews and automation under a single license. With HubSpot you'd pay for three or four subscriptions to get the same thing. If your case calls for a different platform, we'll tell you — we don't earn a commission for defending it.
What happens to my data if I stop working with you?
You export everything, we help you do it, and you get 30 days of access. No hostages.
Will my team actually use it?
Only if it's easier than what they do today, and if there's an internal owner. That's why we include recorded training, a written manual and 30 days of support. A CRM nobody uses is worse than no CRM.