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The GoHighLevel Audit Self-Check

Fifteen questions, ten minutes, one honest score. If you already use GoHighLevel and suspect it is underperforming, this self-check shows you which part of the account to look at first.

Book a Free Consultation → See How Our Process Works →

How scoring works

Answer each question honestly: Yes = 2 points, Partly = 1 point, No = 0 points. Add up your total out of 30 and read your band at the bottom. Answer for how the account works today — not how it was meant to work when it was set up.

CRM and pipelines (questions 1–3)

1. Every lead from every source lands in the CRM automatically — none are copied in by hand or left in an inbox.
2. Your pipeline stages match how your team actually sells, and every opportunity sits in the correct stage right now.
3. You could open the CRM today and see, for any lead, exactly what happened, when, and who owns the next step.

Follow-up speed (questions 4–6)

4. A new lead receives an SMS and email within five minutes, including evenings and weekends.
5. Missed calls automatically receive a text-back.
6. Leads that do not book enter a multi-day follow-up sequence, and the sequence stops when they reply.

Automation health (questions 7–9)

7. Every live workflow has been tested end to end in the last three months — triggers, messages and stop conditions.
8. Appointment reminders, no-show follow-ups and review requests all run automatically, without anyone pressing send.
9. When a workflow breaks, you find out from a report or an alert — not from a customer telling you.

Deliverability (questions 10–12)

10. Your marketing emails send from a dedicated, authenticated domain (SPF, DKIM and DMARC in place) and land in inboxes.
11. Your SMS number is properly registered where required, and your texts are not being filtered.
12. Unsubscribes and opt-outs are handled automatically and respected everywhere, including manual sends.

Reporting and team adoption (questions 13–15)

13. You can see, this month, where leads came from, how many booked, and where they drop off.
14. Your team actually works from the CRM daily — conversations, tasks and notes live there, not in personal phones.
15. One named person owns the system: updates, fixes and small improvements happen on a schedule, not only when something visibly breaks.

Your score

24–30: Healthy system. Your gains now come from optimisation — faster sequences, better reporting, new channels. Keep testing quarterly, because healthy automations decay silently.

15–23: Working, with leaks. The structure exists but specific areas — usually follow-up speed or workflow testing — are costing you enquiries. Fix the lowest-scoring section first.

0–14: Underbuilt account. You are paying for a platform that is mostly acting as an address book. The good news: the fixes are known, ordered and mostly one-time. Start with the setup checklist, then rebuild the follow-up.

Book a Free Audit Call → Get the Setup Checklist →