WHAT I BUILD INSIDE GOHIGHLEVEL

Here's what a proper setup looks like.

Every build is different, but these are the pieces that come up on almost every project.

KPI DASHBOARD · HOME SERVICES
LEADS / MO
127
+18% vs last mo
CLOSE RATE
66%
+4pts vs last mo
REVENUE
$48K
On pace for $58K
REVENUE BY SOURCE · LAST 6 WEEKS
LSA
Google Ads
DASHBOARDS

KPI dashboards and reporting

A single page showing the numbers that actually matter: leads in, leads worked, close rate, revenue by source, and pipeline velocity. No spreadsheets, no guessing, no waiting for a monthly report. Every metric live, every morning.

  • +Broken down by lead source so you know what's actually working
  • +Built around your numbers, not a generic template
  • +Shared access for owners, managers, and sales team
PIPELINE · HOME SERVICES · GHL
NEW2
Mike P.
Today · LSA
new-lead
Anna S.
Today · Referral
new-lead
CONTACTED2
Dave R.
2d · Google
follow-up
Carol M.
3d · Meta ad
follow-up
BOOKED1
Jim T.
Fri 2:00 PM
appt-confirmed
WON2
Hannah L.
$4,200
closed-won
Pear Tree Co.
$1,800
closed-won
PIPELINES

Sales pipelines and lead tracking

Drag-and-drop kanban views for every opportunity. Clear stages, automatic movement based on actions.

WORKFLOW · NEW LEAD
TRIGGER
Form submitted
EMAIL · IMMEDIATELY
Confirmation sent
sent
SMS · IMMEDIATELY
Booking link sent
sent
WAIT · 24 HOURS
If no booking → follow-up SMS
ESCALATE
Alert owner → tag "needs-call"
AUTOMATIONS

Workflows that do the follow-up for you

The moment a lead comes in, GHL is already responding. Instant confirmation email, SMS with booking link, 24-hour follow-up if they haven't booked, escalation to you if they still haven't responded. None of this requires anyone on your team to do anything.

  • +Works for new leads, no-shows, review requests, and re-engagement
  • +Conditional branches so messages stay relevant based on what the customer does
  • +Built once, runs automatically without anyone touching it
prestigetreeexperts.com/quote
Request a Free Estimate
FULL NAME
Mike Peterson
PHONE
(240) 555-0194
SERVICE
Tree removal large oak
REQUEST FREE ESTIMATE
LEAD FORMS

Forms and booking pages that convert

On-brand lead forms and calendar booking pages that drop leads straight into the right pipeline.

UNIFIED INBOX · PRESTIGE TREE
M
Mike PetersonSMS
Is Friday at 2pm still open for the oak removal?
2 min ago · unread
D
Dave & Carol RuizEMAIL
Thanks for the quote ready to move forward
18 min ago
A
Anna SchottFB DM
Do you do stump grinding in Bethesda?
1 hr ago
COMMUNICATION

SMS and email from one inbox

Every text, email, and DM in one place so your team stops missing messages across five apps.

TRAINING MATERIALS
01 · Pipeline walkthrough
4:32 · Loom recording
Video
02 · Using the inbox
3:17 · Loom recording
Video
WRITTEN SOP DOCS
How to move a lead through stages
What to do when something breaks
How to read your reporting dashboard
TRAINING

Team training and documentation

A build is only as good as the team using it. Every project ships with screen-recorded Loom walkthroughs for each major piece, plus a written playbook that covers what each stage means, what to do when something breaks, and how to run your reporting.

  • +Short, task-based videos so your team learns what they actually need
  • +Written SOP docs so new hires can onboard without a training call
  • +30-day post-launch support so nothing breaks and stays broken

Want any of this in your business?

Typical build timeline is 2 to 4 weeks depending on complexity.

Start a build
WHO THIS IS FOR

Especially good for:

FIT / 01

Home service businesses

HVAC, roofing, cleaning, landscaping, remodeling. Any business where leads come from multiple sources and someone has to call them fast.

FIT / 02

Health & wellness

Gyms, studios, clinics, med spas. Membership management, class bookings, and follow-up for no-shows and cancellations.

FIT / 03

Real estate & agencies

Agents and teams drowning in lead sources. One pipeline, one inbox, one dashboard that tells you where every deal stands.

FIT / 04

Coaches & consultants

Discovery call booking, client onboarding, invoicing reminders, and email nurture all connected in one system.

FIT / 05

Small ecommerce

Abandoned cart flows, post-purchase follow-ups, and win-back campaigns tied to your order data.

FIT / 06

Professional services

Law firms, accountants, financial planners. Secure lead intake, consultation scheduling, and reporting for partners.

HOW A BUILD GOES

Two to four weeks, start to launch.

WEEK 1

Discovery & mapping

We map out your current process. How leads come in, who touches them, where things break down. I turn that into a spec.

WEEK 2

Build

I set up pipelines, forms, automations, and dashboards inside your GoHighLevel account. You get a preview link every few days.

WEEK 3

Test & polish

We run test leads through every path. Fix anything that doesn't flow right. Tune the automations so they sound like you.

WEEK 4

Train & launch

Your team gets a walkthrough and a written playbook. Go live. I stay on-call for 30 days to fix anything that comes up.

Broken View built us a setup that actually works with how we run. Nothing falls through the cracks anymore, and the team actually uses it every day.

Matt Derrick  ·  Prestige Tree Experts

Ready for a CRM you'll actually use?

Tell me how your current setup runs and I'll put together a plan for a build that fits your business.

Book a call