Three real engagements where we designed automation and operations on GoHighLevel — from cohort launches to CRM pipelines to fully consolidated client platforms.
Course launch
Professional career coach launches her own course
A professional career coach reached out wanting to launch her own course. We helped her build the full path from landing page to trainer-day operations — turning her expertise into a repeatable, cohort-based program.
Landing page for enrollment
Integrated payments with automatic receipts
Time-based email & SMS reminders with location link
Contacts synced into GoHighLevel
Trainer dashboard grouped by training date
Business impact
Launched a smooth, repeatable cohort flow that lets the team run sessions without manual coordination.
Working Genius course launch — walkthrough video
CRM workflow
Proposal system integrated into CRM pipeline
Sales lived in one tool, proposals in another, and renewals in a spreadsheet. We unified them into a single pipeline inside GoHighLevel.
Third-party proposal tool connected into GHL opportunities
Stages mapped: interest form → draft → accepted → maintenance
Quarterly review meetings auto-scheduled
Renewal reminders triggered from pipeline stages
Business impact
One source of truth for revenue, with renewals and reviews handled automatically instead of slipping through the cracks.
Proposal system integrated into CRM pipeline — walkthrough video
Platform consolidation
Tech stack consolidated into a branded client platform
The client was juggling over a dozen disconnected tools. We replaced them with one branded portal where their customers and team operate end to end.
Replaced over a dozen scattered tools with one branded system
Proposals, onboarding steps & document uploads in one portal
Participant completion statuses visible to client and founder
Learning portals with courses and community spaces
Business impact
A cohesive, on-brand experience that cut tool sprawl and gave leadership real-time visibility into every participant.
Branded client platform — system walkthrough video
Client testimonial — platform consolidation case study
In their words
From a dozen tools to one branded platform
“We went from juggling over a dozen disconnected tools to running everything from one branded portal — proposals, onboarding, learning, community.”
Meghan DotterFounder + CEO · Portico
After consolidating their stack into a single GoHighLevel-powered system, the team gained real-time visibility into every participant and a cohesive, on-brand experience for their clients.
Have a system that should run itself?
We design the workflow, build it out in GoHighlevel, and connect the tools you already use.
