Service 03 · HighLevel CRM
HighLevel CRM, set up to follow through.
Pipelines, forms, calendars and automated follow-up by email, SMS and WhatsApp. Leads hear back in minutes, even when you're with a client.
What's included
What gets set up in HighLevel.
Every project starts with a plan, so the final scope fits your business. This is what's usually included.
Account setup
Sub-account, domains, email and phone settings configured correctly.
Pipelines
Stages that match how you sell, so you can see every deal at a glance.
Forms and calendars
Enquiry forms and booking calendars connected to your website.
Follow-up workflows
Automated email, SMS and WhatsApp sequences that keep leads warm.
Reminders
Appointment reminders and follow-ups for missed calls and no-shows.
Handover guide
A written guide to every workflow, so your team knows what runs and when.
Is it right for you?
A good fit if…
Every project is fixed in scope and handed over at the end, with every login in your name.
- Leads slip through because follow-up depends on memory.
- You already pay for HighLevel but use a fraction of it.
- Your forms, calendar and email live in five different tools.
- You want SMS and WhatsApp follow-up without hiring someone to send it.
Lead leak calculator
What is slow follow-up costing you?
Move the sliders to match your business. It uses only your numbers.
Revenue going cold
— a month
a year
- enquiries a month go cold
- of them would have become clients
An estimate, not a promise. It assumes leads that go cold would have become clients at your usual rate.
How it works
Four steps. Then it's yours.
Discover
A call to understand your business, your customers and what you need built first.
Plan
A fixed scope, a timeline and a price. You know what you're getting before we start.
Build
I design and build everything, with check-ins so you see it take shape.
Hand over
Every login and a simple written guide, so your team can run it without me.
Questions
Good to know.
Do I need a HighLevel account already?
No. I can set up a new account or work inside the one you have.
Can you fix an existing HighLevel setup?
Yes. I'll review what's there, clean it up and rebuild the parts that aren't working.
Can HighLevel send WhatsApp messages?
Yes. HighLevel supports WhatsApp, and I set it up alongside email and SMS.
Will my team be able to manage it?
Yes. The handover includes a simple guide to every pipeline and workflow.
In clients' own words.
Reviews from my Google Business Profile.
Start a project
Ready to get started?
Tell me where leads get stuck. I'll show you how I'd fix it.
ask@autom8.digital