I will set up your gohighlevel CRM and client intake workflow
About this Gig
Leads get lost when intake is scattered across forms, inboxes, and spreadsheets. I will build a practical GoHighLevel CRM and client-intake system that captures new inquiries, organizes them in a clear pipeline, and gives your team a consistent follow-up process.
Depending on your package, your setup can include:
- Custom intake form
- Contact fields, tags, and lead capture
- Customized sales pipeline
- New-lead notifications
- Customer acknowledgment
- Follow-up tasks and reminders
- Calendar and appointment booking
- Workflow testing, training, and support
I am Hank, founder of Forgewell. I combine hands-on small-business systems experience with clear communication and practical solutionswithout unnecessary jargon.
This gig is for service-based businesses that need a cleaner way to manage new leads. It does not include advertising, lead lists, or guaranteed sales results. SMS and email usage fees, A2P registration, and third-party subscriptions are separate when required.
Please message me before ordering so I can confirm your workflow, GoHighLevel access, and the right package.
Software:
GoHighLevel
Industry:
Business services & consulting
•
Legal
•
Real estate
FAQ
Do I need a GoHighLevel account?
The listed packages are designed for clients with an existing GoHighLevel account. If you need a managed account, message me for a custom offer.
What access will you need?
Please invite me as an authorized user inside your account. DO NOT send your personal password.
Can you work with my existing CRM setup?
Yes. I can improve an existing GoHighLevel account after reviewing its current pipelines, forms, fields, and workflows.
Can you import my existing contacts?
Yes. Contact importing is available as an extra. your spreadsheet must be organized and legally collected.
Does the gig include email or SMS follow-up?
Follow-up workflows are included according to the selected package. Usage fees, sending domains, phone numbers, and carrier registration are separate.
Can you write the automated messages?
Yes. I can customize basic acknowledgment and follow-up messages using information about your business and preferred tone.
Do you guarantee more leads or sales?
No. The system helps capture, organize, and follow up with inquiries, but no specific business result can be guaranteed.
is appointment booking included?
Booking is included with Premium and can be added to Basic or Standard as an extra.
What happens after delivery?
Each package includes the listed support period. Ongoing maintenance and optimization are available for $150 per month through Fiverr.
Should i message you before ordering?
Yes. Please message me so I can review your existing setup and confirm the correct package.

