Agency Client Pipeline
A GoHighLevel pipeline for agency leads, discovery calls, proposals, onboarding and recurring client communication.
Project overview
A GoHighLevel pipeline for agency leads, discovery calls, proposals, onboarding and recurring client communication. The engagement covered users, decisions, information flows, integrations and the operational constraints of the business before implementation.
The problem
Agencies may track prospects, proposals and onboarding tasks across separate tools, causing inconsistent follow-up and unclear hand-offs.
Proposed solution
Create defined opportunity stages, automated task creation, calendar links, proposal follow-up and onboarding checklists with manager visibility.
Challenges
Important delivery considerations
Keep automation aligned with personal sales conversations Prevent duplicate contact records Represent custom proposal stages
Outcomes
What the work delivered
repeatable agency sales process clearer onboarding hand-off visible pipeline ownership
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