case study — client delivery
A complete GoHighLevel CRM build — 11 production workflows covering the entire booking lifecycle.
A trading mentorship needed its entire funnel — lead intake, qualification, booking, no-show recovery, compliance — built into GoHighLevel from nothing, without risking carrier violations on SMS.
built for — a US 1-on-1 options-trading mentorship program (client name withheld).
“Client delivery means the details are the deliverable.”
DND workflows fire first: phone validation, dual inbound/outbound hard-red-flag handling, channel-specific DND disable. No SMS step fires until A2P registration is confirmed.
11 stages from Lead In to Closed/Won, with off-path stages for no-shows, disqualified, long-term follow-up, and duplicates — plus 19 lifecycle tags tracking every state.
Appointment-Booked runs a 7-message confirmation and reminder cadence; No-Show Nurture runs 12 messages across No-Show and Cancelled branches — all real client copy with disclaimer footers.
Slack notifications on every booking, show-tracking workflows, and a numbered 5-folder structure (01-Lead Intake through 05-DND & Compliance) so the client can navigate their own system.
One SMS sent before A2P registration confirms — or one missing risk disclaimer — risks carrier violations for a financial-adjacent business.
resolutionStaged A2P number, opt-in, privacy, and terms as custom values; risk disclaimers as merge-tag custom values inserted into every performance-referencing message. Single source of truth, never hardcoded.
The build had to hold up against a battle-tested reference account running the same funnel at scale.
resolutionSystematic comparison produced 7 structural fixes: Remove-from-Workflow steps, dual DND directions, channel-specific DND disable, 5-min-before reminder cadence.
No-show handling that treats a serial rescheduler like a fresh lead burns calendar slots forever.
resolutionNo-show workflows detect chronic reschedulers by tag history and route them to a separate long-term nurture path instead of rebooking.
11 production workflows across 5 folders, all tested in draft and published only after verification.
19 lifecycle + compliance tags, 6 application custom fields, 2 round-robin calendars.
Full email and SMS copy populated — 7 nodes on booking confirmation, 12 across nurture branches.
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