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Case Studies From Real Client Work

A closer look at the CRM builds, automations, funnels, and nurture systems we've delivered white-label — under our clients' own brands.

Advanced Workflows & AI Automations

AI Voice Agent, Carrier Compliance & Email Deliverability

Client: Eric

The client had no AI voice coverage for incoming calls, their SMS and outbound calls were at risk of being blocked or spam-flagged without proper carrier registration, and their email domain had no warmup plan in place — all threatening deliverability before a single automation could even reach a lead.

What We Built

  • Built and populated a dedicated Knowledge Base to power the client's AI Voice Agent
  • Completed A2P 10DLC SMS registration (brand + campaign) so business texts reliably reach U.S. carriers
  • Registered SHAKEN/STIR caller ID authentication and CNAM to stop outbound calls from being blocked or spam-labeled
  • Set up and are actively managing a dedicated sending domain with a structured warmup plan to protect email deliverability

3/3

Trust Center Registrations Approved

1

AI Voice Agent Knowledge Base Live

Stage 1

Email Domain Warmup In Progress

GoHighLevelAI Voice AgentA2P & SHAKEN/STIREmail Deliverability
AI Voice Agent knowledge base screenshot
A2P, SHAKEN/STIR & CNAM trust center screenshot
Dedicated email domain warmup screenshot
GoHighLevel CRM & Snapshot Architecture

Custom-Tagged CRM & Multi-Pipeline System

Client: John

Leads had no structured data to automate against, sales and internal onboarding work were mixed into one messy pipeline, and there was no repeatable way to roll the same system out to new client accounts.

What We Built

  • Built a library of 76 custom fields (contact, opportunity, and business) organized into folders to properly capture and tag every lead
  • Split the account into 5 dedicated pipelines — Marketing, Contractor Acquisition, Client Implementation, Trade (External Sales), and Client Onboarding (Internal) — so internal and external work never collide
  • Engineered a granular 16-stage external sales pipeline (New Lead → Attempting Contact → Contacted → Qualified → Appointment Booked → Estimate Sent → Won – Job Approved) with weighted probability per stage for accurate forecasting
  • Packaged the entire field, tag, and pipeline architecture into a reusable snapshot to roll out identically across multiple client accounts

76

Custom Fields Built

5

Dedicated Pipelines (Internal + External)

16

Stages in the External Sales Pipeline

GoHighLevelCustom Fields & TagsPipeline ArchitectureSnapshots
16-stage external sales pipeline screenshot
Pipeline architecture screenshot (5 pipelines)
Custom fields & tagging screenshot (76 fields)
Multi-Location Agency Fulfillment & Support

34-Location Agency Fulfillment Across GoHighLevel, WordPress & Lovable

Client: Casey

The agency runs GoHighLevel for dozens of individual locations, each with its own sub-account, website, funnels, and automations — some hosted natively in GHL, others on separate WordPress or Lovable builds. They needed a fulfillment partner who could jump into any sub-account or any site and resolve issues fast, without staffing a specialist for every platform themselves.

What We Built

  • Operate inside the agency's GoHighLevel account across 34 individual location sub-accounts
  • Resolve support tickets end-to-end as they're raised — websites, funnels, automations, and lead/CRM issues — for whichever location needs it
  • Maintain and fix each location's public website, whether it's built natively in GHL, on WordPress, or on Lovable
  • Build and tune location-level funnels (bookings, events, coupons) and run A/B split tests to keep improving conversion

34

Sub-Accounts Under Active Management

3

Platforms Supported (GHL, WordPress, Lovable)

Ticket-Based

Ongoing Support Model

GoHighLevel34 Sub-AccountsTicket-Based SupportWordPress & Lovable Sites
Agency sub-account switcher — 34 locations under management
Funnel A/B split test results for one location
A location's separate WordPress website we support
Advanced Workflows & AI Automations

Missed-Call Text-Back & Multi-Stage Sales Automation

Client: Sabrina

Missed calls had no automatic recovery path, appointment no-shows and cancellations went unanswered, and contacted leads had no structured workflow moving them through the sales conversation.

What We Built

  • Built an Auto Missed Call Text-Back workflow that assigns the lead, tags the contact, texts them back, and pushes an instant notification to the assigned rep
  • Built a Calendar & Appointments folder covering Reminder, No-Show Recovery, Cancelled Recovery, and Completed Follow-Up sequences
  • Designed a staged sales pipeline (In Call Queue → Contacted → Conversation Active) to move leads through the funnel automatically
  • Engineered multi-branch conditional routing workflows — like a Fast-5 new-lead nurture and an AI-qualified timeline-routing tree — that tag, score, and route every lead automatically based on how they respond
  • Organized the full account into clean workflow folders (Internal, Review Requests, Sales System, Trade External) for long-term maintainability

715

Leads Through Call Queue Workflow

833

Leads Through Contacted Stage

0

Missed Calls Without a Text-Back

GoHighLevelMissed-Call AutomationSales Pipeline
AI-qualified travel-timeline routing workflow (multi-branch)
Fast-5 new-lead nurture & claim-offer workflow
Staged sales pipeline & workflow folders screenshot
Appointment automation folder screenshot

Want results like these under your own brand?

Tell us what you're building and we'll show you how it fits into a dedicated white-label workflow.