The CRM Specialist helps businesses streamline operations, automate follow-ups, and build CRM systems that support growth.
What's Included
GoHighLevel Account Configuration
Sales Pipeline & Opportunity Setup
Calendars & Appointment Booking
Forms, Surveys & Custom Fields
User & Permission Configuration
Basic Workflow Automation
Initial CRM System Testing
What's Included
CRM Migration Planning
Contact & Company Import
Tags & Custom Field Migration
Pipeline & Opportunity Transfer
Workflow Recreation
Form & Landing Page Migration*
Data Validation & Testing
What's Included
Lead Nurturing Workflows
Appointment Reminder Automation
Email & SMS Automation
Internal Team Notifications
Task & Follow-up Automation
Review Request Campaigns
Workflow Testing & Optimization
What's Included
Landing Page Design
Sales Funnel Creation
Lead Capture Forms
Calendar Booking Integration
Mobile Optimization
Thank You & Confirmation Pages
Basic SEO Configuration
What's Included
CRM Health Assessment
Workflow Performance Review
Pipeline Optimization
Contact Database Cleanup
Automation Improvements
Reporting & Dashboard Review
Action Plan & Recommendations
What's Included
Ongoing CRM Maintenance
Workflow Enhancements
Landing Page Updates
Email Campaign Assistance
System Troubleshooting
Monthly Strategy Session
Priority Client Support
Perfect for businesses launching GoHighLevel for the first time.
Designed for businesses ready to automate their sales and customer journey.
A complete CRM implementation built to support long-term business growth.

What's Included:
✅ GoHighLevel Account Setup
✅ Sales Pipeline Configuration
✅ Calendars & Appointment Booking
✅ Forms & Custom Fields
✅ Basic Workflow Automation
✅ Email Configuration
✅ 1 Training Session

What's Included:
✅ Everything in Starter Setup
✅ Advanced Workflow Automation
✅ Email & SMS Campaign Setup
✅ Lead Nurturing Sequences
✅ Landing Page Creation
✅ CRM Optimization
✅ 2 Weeks of Support

What's Included:
✅ Everything in Growth Automation
✅ Full CRM Migration
✅ Advanced Sales Pipelines
✅ Multi-Step Automations
✅ Dashboard & Reporting Setup
✅ Team Training and 30 Days of Support
CRM Maintenance & Monitoring
Workflow Enhancements
Landing Page Updates
Email Campaign Assistance
Monthly Strategy Session
Priority Support
Continuous System Optimization

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