GoHighLevel CRM Setup
Agency and sub-account setup, business profiles, pipelines, stages, calendars, forms, products, memberships, communities, courses, and CRM organization.
From account setup and CRM pipelines to complex automations, funnels, AI agents, domains, and integrations, I take ownership of the build, test the details, and make sure the system is ready for day-to-day use.
I am a GoHighLevel Expert and Automation Specialist with hands-on experience building and managing CRM systems, funnels, websites, workflows, integrations, and AI-powered customer journeys.
My work is not limited to setting up features. I look at how the business actually operates, how leads move, where the team gets stuck, and what needs to connect for the system to work reliably.
I started working with NewWine Digital in 2021 and now also work independently with businesses and agencies. My background in information technology helps me move comfortably between technical setup, troubleshooting, automation, websites, and process improvement.
I work across the GoHighLevel stack, from account setup and infrastructure to CRM architecture, automations, funnels, AI agents, integrations, and technical troubleshooting.
Agency and sub-account setup, business profiles, pipelines, stages, calendars, forms, products, memberships, communities, courses, and CRM organization.
Basic and complex workflows for email, SMS, lead routing, appointment booking, pipeline movement, reminders, tasks, notifications, and internal operations.
Voice AI setup, training, prompting, lead qualification, appointment booking, FAQs, follow-up, and CRM-connected call flows.
Conversational AI and chat widgets trained and prompted for lead capture, qualification, routing, FAQs, support, and CRM updates.
Reusable GoHighLevel snapshot templates, SaaS foundations, onboarding assets, standardized workflows, and white-label systems for agencies.
Sales funnels, VSL funnels, short-form and long-form pages, responsive websites, landing pages, forms, calendars, tracking, and CRM-connected conversion paths.
Explore projects by category. Each one breaks down the problem, solution, tools, and outcome, with space for screenshots, videos, workflows, and live examples.
10 SELECTED WORKFLOWSFocus: Real workflow builds across lead nurture, CRM routing, appointments, sales operations, AI, and post-sale follow-up.
Showcase: Ten selected automation systems with expandable workflow screenshots.
Explore automation work ↗
7 SELECTED BUILDSFocus: Responsive websites across AI, construction, wellness, education, home care, outdoor living, and flooring.
Showcase: Seven selected live builds with direct website links.
Explore website work ↗
Focus: Funnel experiences built to move visitors toward a clear action, from VSLs and lead capture to booking and application flows.
Showcase: Seven live funnel builds across real estate, funding, healthcare, advertising, and podcast audiences.
Explore funnel work ↗
Problem: Some ideas need a working prototype or custom interface faster than a traditional development cycle.
Solution: I use AI-assisted coding to rapidly build and refine practical web experiences and lightweight tools around real workflows.
View project details ↗
Problem: Leads can go cold when qualification and follow-up depend entirely on manual response.
Solution: AI voice and conversational agents with prompts, knowledge bases, qualification logic, booking actions, CRM updates, and human handoff.
View project details ↗Five years of implementation work across GoHighLevel, automation, funnels, websites, CRM systems, and client operations.
Years of hands-on GoHighLevel, automation, funnel, website, and CRM delivery
See my experience ↗Clients and businesses supported across CRM, automation, lead generation, and digital operations
See client work ↗Funnels and websites built or optimized for lead generation, booking, and conversion
Explore builds ↗Lead response times through automated workflows
See how I work ↗Lead nurturing and appointment-booking systems created
Discuss an automation ↗Step-by-step workflow documentation prepared for teams and clients
View experience ↗I map the real process first, build around how the team works, test the handoffs, and leave behind a system that is clear enough to maintain and improve.
Understand the business, audience, goals, tools, current workflow, and friction points.
Plan the funnel, workflow, integrations, content, data flow, and customer journey.
Develop the system, map data, test automations, validate edge cases, and resolve errors.
Deploy, document the process, support adoption, and optimize based on real use.
I take responsibility for understanding what needs to work, asking the questions that uncover missing details, and carrying the build through testing and handoff.
When something is unfamiliar, I find the right resource, learn what is needed, and adapt quickly. The objective is simple: leave you with a system that works in real use.
I clarify the goal, users, workflow, constraints, and expected result before committing to the build.
I investigate issues, use the resources available, and solve around real constraints instead of waiting for perfect instructions.
New tool, new workflow, new requirement: I research, test, and adjust without losing sight of the business goal.
I verify triggers, handoffs, integrations, forms, domains, calendars, and edge cases so the system holds together.
Specific areas I have worked with inside and around GoHighLevel, from infrastructure and CRM architecture to AI, funnels, integrations, and troubleshooting.
Agency accounts, sub-accounts, business profiles, reputation management, phone numbers, A2P registration, dedicated email domains, products, memberships, communities, courses, snapshots, and SaaS foundations.
Contacts, opportunities, pipelines, stages, tagging, segmentation, Smart Lists, lead routing, Facebook lead handling, form mapping, calendars, data organization, and CRM maintenance.
Email and SMS workflows, nurture sequences, reminders, appointments, notifications, pipeline movement, tasks, and operational handoffs.
Sales and VSL funnels, short-form and long-form funnels, landing pages, responsive websites, forms, quizzes, surveys, calendars, email templates, and lightweight custom tools or prototypes built around real workflows.
Conversational AI, chat widgets, Voice AI, prompting, training, qualification logic, FAQs, booking flows, and CRM-connected AI experiences.
Dedicated email domains, domains and subdomains, DNS records, phone setup, A2P, SMS infrastructure, email campaign setup, and delivery troubleshooting.
Stripe, calendars, social integrations, Zapier, third-party tools, scheduled posting, lead routing, API-connected workflows, and cross-platform operations.
Testing and fixing workflows, integrations, domains, email, SMS, calendars, CRM issues, and handoffs to make sure the system works reliably before and after launch.
Five years of hands-on delivery across GoHighLevel administration, CRM architecture, automation, funnels, websites, AI, integrations, troubleshooting, client support, and process documentation.
Working independently with businesses and agencies on GoHighLevel account setup, CRM architecture, automation, funnels, websites, AI agents, integrations, troubleshooting, and system improvements.
Owned day-to-day GoHighLevel implementation for client accounts, from setup and CRM architecture to automation, funnels, integrations, troubleshooting, and ongoing optimization.
Technical foundation in information systems, web implementation, troubleshooting, and structured problem solving.
Supported day-to-day operations through accurate data entry, prospect research, lead generation, list organization, and maintaining clean business information for outreach activities.
The platforms I use across CRM management, automation, AI, project delivery, websites, content, troubleshooting, and client operations.
Need a GoHighLevel setup, automation, AI agent, funnel, website, or reliable white-label support? Tell me what you are trying to improve and I will help you map the next step.