Charles B
Using a CRM that helps manage a business operations at once boost sales
Kompetenzen

Meine Dienstleistungen


Portfolio
Arbeitserfahrung
GoHighLevel Lead Automation & AI Appointment setter
Fahad & Omid • Vollzeit
Feb 2026 - Apr 2026 • 2 mos
This project showcases a conversion-focused GoHighLevel workflow automation built for an AI health consultation funnel, designed to capture, nurture, and convert leads into booked appointments. The workflow is triggered instantly when a user submits a lead capture form, automatically tagging contacts, creating opportunities, and initiating follow-up sequences. A strategic email and SMS automation ensures consistent engagement, guiding prospects toward booking. A smart conditional logic splits users based on appointment status, allowing personalized follow-ups for both booked and unbooked leads. This ensures no lead is lost while maximizing conversions through targeted communication. Key Features: • Automated lead capture & tagging • Opportunity pipeline integration • Email & SMS follow-up sequences • Smart conditional logic & branching • Appointment-based segmentation This system streamlines lead management, improves follow-ups, and increases appointment bookings through automation.
Appointment Booking Automation Built on GHL
LED'S GO • Vollzeit
Feb 2026 - Apr 2026 • 2 mos
This project involved building a fully automated consultation enrollment funnel in GoHighLevel to capture bookings, trigger onboarding, and convert leads into paying clients. The system connects calendar automation, CRM tagging, webhook integration, enrollment workflows, and timed email sequences to create a seamless client journey from booking to conversion. Step 1: Appointment Trigger The workflow begins when a prospect books a consultation via the calendar, instantly entering them into the system without manual input. Step 2: CRM Tagging A “Consult Booked” tag is automatically applied for easy segmentation, tracking, and pipeline visibility. Step 3: Webhook Integration A webhook sends booking data to external tools for real-time syncing and extended automation capabilities. Step 4: Program Enrollment Contacts are added to an onboarding workflow, guiding them through the appropriate program or service pipeline. Step 5: Instant Email Confirmation An immediate email confirms enrollment and sets clear expectations. Step 6: Nurture Sequence Follow-ups include: • 1-day delay → Value email • 2-day delay → Final conversion email Step 7: Completion The workflow ends after nurturing, ensuring a fully guided onboarding process. Results: Automated enrollment, improved tracking, higher
GoHighLevel Contact Nurturing Expert
Click4Good • Teilzeit
Mar 2026 - Mar 2026 • 0 mos
This project showcases a GoHighLevel contact form automation workflow built to streamline lead capture, CRM management, and automated client communication inside GoHighLevel CRM. The workflow is triggered instantly when a lead submits the “Contact CLIA” GoHighLevel form. The system automatically applies GHL tags for lead segmentation and contact organization, helping businesses manage prospects efficiently within the GoHighLevel CRM pipeline. An internal notification automation alerts the team in real time for faster lead response and follow-up management. The workflow also sends an automated GoHighLevel email confirmation to nurture the lead immediately after submission, improving customer experience and engagement. Built using GoHighLevel workflow automation, this system helps businesses automate lead management, improve response times, and optimize client communication without manual effort. Key Features: • GoHighLevel workflow automation • GHL contact form & lead capture setup • Automated tagging & CRM organization • Internal notification automation • Automated email follow-up sequence • GoHighLevel CRM integration This GoHighLevel automation system improves lead nurturing, increases efficiency, and creates a seamless customer journey from inquiry to conversion.