HighLevel Setup & Portfolio
1. Automation & Workflow Setup:
Lead Automation & FB Integration Setup
Case Study: 10-Day Lead Automation System
The Challenge:
Losing clients due to extremely slow lead follow-up. It took them 4-6 hours to respond to new leads from social media, causing them to lose potential business to faster competitors.
The Solution:
A complete automation system was implemented in 10 days using HighLevel. This system instantly captured leads and sent automated email and SMS messages within 60 seconds, allowing leads to book appointments immediately.
The Results (First 30 Days):
Response Time: Improved from 4-6 hours to under 1 minute (96% faster)
Leads Contacted: Increased from 23% contacted within 1 hour to 100% contacted within 1 minute (+335%)
Appointments Booked: Grew from 12 per month to 34 per month (+183%)
Show-Up Rate: Increased from 45% to 68% (+51%)
Deals Closed: Tripled from 3 per month to 9 per month (+200%)
CRM Automation Summary: Medical Clinic Patient Journey
The Challenge:
A medical clinic was drowning in manual administrative work across their patient acquisition funnel:
Staff spending 15-20 hours weekly on repetitive tasks: sending emails, updating spreadsheets, tracking appointments
Patients falling through the cracks - missed follow-ups leading to lost revenue
Inconsistent communication - human error causing delays and confusion in patient experience
No visibility into where patients were in their journey from initial inquiry to onsite visit
Limited capacity growth - couldn't handle more patients without hiring more admin staff
Slow response times - hours or days to respond to new leads, causing potential patients to look elsewhere
Core Problem: The entire 5-stage patient journey (New Lead → Online Meeting → Willing to Start → Form Completion → Onsite Visit) relied entirely on manual tracking and follow-up.
The Solution:
A comprehensive 5-workflow automation system built in HighLevel that creates a self-running patient pipeline.
The Results:
Time & Cost Savings
80% reduction in administrative tasks per patient
$2,000-5,000/month saved in admin labor costs
15-20 hours/week freed up for staff to focus on patient care
Revenue Growth
25-35% more patients processed with same staff size
30-40% increase in appointment show-up rates
Zero revenue leakage from missed follow-ups
2. Marketing Funnel Configuration:
Funnel Designs
3. Booking & Calendar Systems:
Personal, Round Robin, Class Booking, and etc...
4. CRM & Pipeline Management:
Pipelines
5. Third-Party Integrations:
Google Workspace, Facebook, Stripe, & etc...
Contact
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