OUR PROCESS – GOHIGHLEVEL SETUP
A clear process, so you always know what happens next
Five clear steps from first audit to launch and optimisation – with testing and team training included.
How we deliver your GoHighLevel project
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Step 1 – Audit and discovery
We review your current GoHighLevel account (or your current tools, if you are starting fresh), your sales process and your follow-up gaps. For agencies, we review your client’s account and your delivery requirements. You receive a written summary of findings and a recommended build plan with scope and cost before any build work begins.
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Step 2 – Setup and structure
We configure the foundations: account and sub-account settings, users, phone and email services, domains, calendars, custom fields, pipelines and contact structure. Foundations first, because automations built on messy settings fail quietly.
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Step 3 – Automation and integrations
We build your workflows – lead response, follow-up, reminders, reviews, reactivation – and write the message copy with you. Where GoHighLevel alone is not enough, we build n8n integrations to connect your other software. Every automation is mapped before it is built, so you approve the logic before it touches a real customer.
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Step 4 – Testing, training and launch
We test the full journey as a customer would experience it: enquiry, reply, booking, reminder, follow-up. Then we train your team – live or recorded – and go live together, with support close at hand in the first days.
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Step 5 – Optimise and support
After launch we review the numbers: response times, booking rates, pipeline movement. We tighten underperforming messages, fix friction points and add the next automations as your business grows. Many clients continue on ongoing support; agencies typically roll straight into the next client build.
Start with Step 1
Start with Step 1 – book a free consultation.
