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Our work / CRM automation

From quote request to paid job, with nobody chasing

Every quote request needed a fast answer and a follow up until it turned into a booked, paid job. We built a GoHighLevel system that runs quote, deposit, booking and review on its own.

11workflows from quote to review
ClientCarpet cleaning business
What we didGoHighLevel CRM build
StackGoHighLevel, Workflows, Calendars, Forms, SMS, Email

THE PROBLEM.

Quote requests were coming in faster than the team could follow them up. The business needed each one answered quickly and nudged until it became a booked, paid job, without staff chasing leads by hand.

WHAT WE BUILT.

  • A 9 stage sales pipeline with custom job fields
  • 4 calendars and a quote request form with photo upload
  • Instant lead response and missed call recovery
  • Quote follow up sequences with smart stop logic
  • Deposit collection and booking confirmation
  • Automatic Google review requests
  • 3, 6 and 12 month reactivation sequences for past customers
  • A 7 tag logic system so the right automation fires at every stage
The Carpet Cleaning sales pipeline stages in GoHighLevel
The Carpet Cleaning sales pipeline stages in GoHighLevel
The quote follow up sequence: reply or time out branches with SMS nudges
The quote follow up sequence: reply or time out branches with SMS nudges
The Instant Carpet Quote form with service type, rooms and photo upload
The Instant Carpet Quote form with service type, rooms and photo upload

WHAT CHANGED.

  • Zero manual chasing from quote to completed job
  • Every lead gets a fast reply and follow ups until they book
  • Past customers are brought back automatically for repeat jobs
System guide (PDF)
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