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The wiring behind the funnel.

Forms, calendars, CRMs, inboxes and ad platforms — connected so leads get followed up in seconds, not days. Real builds, shown as they run inside GoHighLevel, Zapier and Make.

Featured case study · HighLevel

Precision Appliance Repair: an A2P-ready funnel, an AI agent and booking automation.

A complete lead-to-booking system built end to end: a compliant SMS-consent funnel, a text and voice AI named Joe, and workflows that confirm every appointment.

Sample brand built for a HighLevel test assignmentA2P 10DLCConversation AIVoice AI
3Parts delivered
6A2P compliance elements
8sAI reply spacing
1 hrAuto-resume after human takeover
  1. 1Landing pageServices, FAQ, repair CTA
  2. 2Calendar pop-upCustomer picks a 3-hr window
  3. 3Consent formUnchecked SMS opt-in
  4. 4Webhook → CRMContact + opportunity + tag
  5. 5ConfirmationEmail sent, team notified

A custom-coded funnel reviewers can verify in seconds.

Home, Privacy Policy and Terms & Conditions pages, with the booking calendar embedded in the request form. Customers click Request a Repair, pick a slot, then complete their details and consent, all on one page.

  • Unchecked SMS consent box, voluntary and never a condition of purchase
  • Program details: who texts, message types, frequency, "msg & data rates may apply"
  • STOP / HELP instructions beside the consent text
  • Privacy Policy and Terms linked at the point of consent and in the footer
  • Same business name, address, phone and email on every page
  • Clear service description that matches the campaign use case
Precision Appliance Repair · Home
Precision Appliance Repair home page with repair request form
Calendar pop-up
Appointment calendar pop-up
Booking form
Booking details form with consent checkbox
Terms & Conditions
Terms and Conditions page
Privacy Policy
Privacy Policy page

Download the full case study (PDF)

GoHighLevel workflows

From first click to booked appointment.

Workflows that catch a lead the moment it lands, follow up until it books, and keep the pipeline honest along the way.

3 live workflows
GoHighLevel · New Lead Nurture (Fast 5) — Claim Offer
GoHighLevel New Lead Nurture workflow with reply branchingExpand
Workflow 01 · Lead nurture

New Lead Nurture — Claim Offer

Built for speed-to-lead. The moment someone submits a Facebook lead form, they're in the pipeline and hearing from the business — and the workflow decides what happens next based on whether, and how, they reply.

  1. Trigger: Facebook lead form submitted
  2. Opportunity created in New Lead; contact added to long-term nurture
  3. Conversational email + SMS go out instantly
  4. Waits for a reply (moves on after 2 minutes)
  5. Replied: moved to Hot Lead — positive replies get a booking link, negative ones a survey link
  6. No reply: Call Connect rings the lead, then an "any questions?" SMS the next day
Facebook Lead AdsSMSEmailCall ConnectReply branching
Handoff: when a nurtured lead books, Workflow 02 takes over and removes them from the nurture sequence.
GoHighLevel · Appointment Confirmation + Reminders
GoHighLevel appointment confirmation and reminders workflowExpand
Workflow 02 · Bookings

Appointment Confirmation + Reminders

Once a lead books, sales follow-ups stop and the reminders start. The deal moves to Booking automatically, and the customer hears from the business at exactly the right moments before they show up.

Appointment confirmedRemoved from nurtureOpportunity → BookingConfirmation email24 hr reminder email1 hr email + SMS
Calendar triggerPipeline stagesEmailSMS
GoHighLevel · Buyer – Seller Automation Real Estate
GoHighLevel buyer and seller real estate lead routing workflowExpand
Workflow 03 · Lead routing

Buyer / Seller Automation — Real Estate

One intake form that sorts real estate leads into buyers and sellers, tags and follows up with each, and alerts the agent the moment a lead is worth dropping everything for.

  1. Trigger: form submitted → contact and opportunity created
  2. Buyers: tagged, emailed and texted; a $250K–$500K budget flags a high-budget lead, alerts the agent and hands off to Conversation AI
  3. Sellers: tagged, emailed and texted; "as soon as possible" sellers are flagged urgent with email + SMS alerts to the team
  4. Neither: tagged Needs Review with an internal alert
Lead routingTaggingInternal alertsConversation AI
Voice AI & chatbots

An assistant that never misses a call.

Conversational AI inside GoHighLevel that answers calls, qualifies leads and books appointments — trained on the client's own offers and objections.

  • Inbound & outbound voice agents
  • Website & SMS chatbots
  • Trained on real FAQs & pricing
Zapier zaps

Lightweight zaps that keep small teams in sync.

Quick, reliable connections between the tools a team already uses — no new software to learn.

1 live zap
Zapier · Editor
Zapier zap: Schedule, Zapier Tables, SMS by Zapier, SlackExpand
Zapier · How it connects
Diagram of Zapier connecting email, forms, calendar and spreadsheets to tasks, files and notificationsExpand
Zap 01 · Scheduled

Daily Reminder Zap

Runs on its own every day: it pulls the matching records from a Zapier Table, sends the SMS, and messages the team on Slack so everyone knows what went out — no one has to remember to do it.

Schedule · every dayZapier Tables · find recordsSMS by ZapierSlack DM
Make scenarios

Multi-step scenarios for branching logic.

When a process needs filters, routers and loops, Make handles it visually — one trigger, several outcomes.

1 live scenario
Make · Content Calendar → Social Publishing
Make scenario: Airtable, Buffer, Router, Iterator, Text aggregator, Airtable update, SlackExpand
Scenario 01 · Content ops

Content Calendar → Social Publishing

Turns an Airtable content calendar into scheduled posts. When a record is ready, Make queues it in Buffer, then splits into two routes: one writes the result back to Airtable, the other tells the team on Slack.

Main path
  1. Airtable watches the content calendar on a schedule
  2. Filter: only records with a link post continue
  3. Buffer creates the status update
  4. Router splits into two routes
Routes
  1. Route 1: Iterator + text aggregator compile the post details, then Airtable updates the record
  2. Route 2: Slack posts a message so the team knows it's queued
Wire it up

Let's connect your stack.

Tell me which tools you use and where leads are slipping through — I'll map the automation and build it.