WAYS TO WORK TOGETHER

Choose the Level of Support Your Business Needs

Whether you need a simple CRM cleanup or a complete backend system, each project is built around your current process, goals, and tools.

CRM FOUNDATION SETUP

Best for businesses that need their GoHighLevel account organized and ready to use.

Includes:

  • CRM pipeline setup

  • Opportunity stages

  • Tags and custom fields

  • User and permission setup

  • Basic workflow organization

  • Calendar connection guidance

AUTOMATION BUILDOUT

Best for businesses that want faster follow-ups and fewer manual tasks.

Includes:

  • Lead follow-up workflows

  • Email and SMS automation

  • Internal notifications

  • Appointment reminders

  • Nurture sequences

  • Basic testing and optimization

FULL SYSTEM SETUP

Best for businesses that want their CRM, funnels, calendars, and automations connected.

Includes:

  • CRM setup and cleanup

  • Funnel or landing page setup

  • Calendar and Appointment workflows

  • Email and SMS automations

  • Client onboarding workflows

  • End-to-end testing before launch

We also offer:

ONGOING GHL SUPPORT

Best for businesses that need monthly help maintaining and improving their system.

Includes:

  • Workflow updates

  • Troubleshooting

  • Campaign maintenance

  • CRM cleanup

  • Small funnel or page updates

  • Monthly system improvements

OUR PROCESS

From Strategy to Launch

A streamlined roadmap ensuring fast delivery, rigorous testing, and measurable post-launch improvements.

STEP

1

Understand Your Needs

We review your current setup and identify gaps

STEP

2

Plan Your

System

A structure is created based on your workflow

STEP

3

Build and Integrate

Your system is set up and connected

STEP

4

Review and Improve

We ensure everything functions as expected

Ready to Make Your Backend Easier to Manage?

Book a free systems audit and let’s identify what needs to be organized, automated,

or improved inside your current setup.

Perfect for coaches, consultants, and service-based businesses using or planning to use GoHighLevel.

FREQUENTLY ASKED QUESTIONS

Everything You Need to Know

What services do you provide?

I provide GoHighLevel CRM setup, workflow automation, email and SMS automation, funnel and landing page setup, calendar systems, client onboarding workflows, integrations, and ongoing support.

Which platforms do you support?

I specialize in GoHighLevel and also work with Kajabi, ClickFunnels, Shopify, WordPress, and common integrations via Zapier or direct API connections.

How are projects priced?

Small projects are quoted at a fixed price. Larger builds and migrations are scoped and quoted after a discovery phase. Monthly retainers are billed as recurring fees and detailed in the proposal.

What is included in the 20‑hour/week retainer?

The retainer includes priority ticket handling, campaign maintenance, calendar and booking management, data entry and reporting, and monthly optimization sprints. Specific tasks are agreed during onboarding.

What are typical project timelines?

Starter projects typically take 1–2 weeks; growth or more complex projects generally take 2–6 weeks. Final timelines depend on scope, approvals, and third‑party integrations.

What do you need from me to get started?

Please provide access to relevant accounts, brand assets (logo and color palette), copy or content, and a brief outlining goals and timelines. An onboarding checklist will be provided after discovery.

How many revisions are included?

Each phase includes a defined review window (typically 48–72 hours). Minor revisions within scope are included; out‑of‑scope changes will be quoted separately.

© 2026 CleverFlow Digital - All rights reserved.