GoHighLevelCRMAutomation

GoHighLevel CRM Setup: How to Automate Your Sales Process

Complete guide to setting up GoHighLevel for local businesses. Automate follow-ups, reviews, and lead nurturing.

2026-01-1411 min readBy EarnYour Team

Why GoHighLevel is Perfect for Local Businesses

Most CRMs are built for sales teams. GoHighLevel is built for local service businesses that need to:

  • Follow up with leads instantly
  • Generate reviews automatically
  • Nurture prospects until they're ready
  • Track every phone call and form submission

What Makes GHL Different

All-in-One Platform:

  • CRM (customer database)
  • SMS & Email marketing
  • Review generation
  • Appointment booking
  • Website builder
  • Funnels & landing pages
  • Call tracking & recording

One Price: ~$97/month (vs. paying for 5+ separate tools)

The Essential GHL Setup

Step 1: Import Your Contacts

Start by importing:

  • Past customers (from spreadsheets, old CRM)
  • Current leads (from forms, phone calls)
  • Email subscribers

Pro Tip: Clean your data first. Remove duplicates, fix phone numbers.

Step 2: Set Up Your Pipelines

Create pipelines for your sales process:

Example for HVAC:

  1. New Lead
  2. Estimate Scheduled
  3. Estimate Completed
  4. Proposal Sent
  5. Closed Won
  6. Closed Lost

Move contacts through stages as they progress.

Step 3: Automate Review Requests

The Setup:

  1. Create a "Job Complete" tag
  2. Trigger: When tag is added
  3. Action: Send SMS with review link 1 hour later
  4. Follow-up: Email 24 hours later if no review

Result: 80%+ review conversion rate (vs. 5% manual asking)

Step 4: Missed Call Text Back

The Problem: You miss a call, they call your competitor instead.

The Solution:

  1. GHL detects missed call
  2. Automatically sends SMS: "Hi, we missed your call. How can we help?"
  3. 80% of people respond

Result: Recover 30-40% of missed calls

Step 5: Lead Nurture Sequences

Not every lead is ready to buy immediately. Set up nurture sequences:

For Service Businesses:

  • Day 1: Welcome email with service overview
  • Day 3: Customer testimonials
  • Day 7: Special offer or discount
  • Day 14: "Still interested?" check-in

For Professional Services:

  • Educational content series
  • Case studies
  • Free resources
  • Consultation reminders

Real Results

Plumbing Company:

  • Before: 40% of leads never followed up
  • After: 95% of leads get instant follow-up
  • Result: 2x more appointments booked

Medical Spa:

  • Before: Manual review requests, 5% conversion
  • After: Automated requests, 75% conversion
  • Result: 15x more reviews per month

Common Mistakes

  1. Over-automating (sounding robotic)
  2. Not personalizing (using generic templates)
  3. Ignoring data (not tracking what works)
  4. Setting and forgetting (not optimizing)

The Investment

GoHighLevel: ~$97/month Our Setup Service: $1,500-$3,000 (one-time) ROI: Usually pays for itself in 30-60 days

Ready to Automate?

Check out our CRM & Automation services to see how we set this up for clients.

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