GoHighLevel setup, automation and snapshots
One system for your whole business, set up properly.
GoHighLevel can run almost your whole business, from the first enquiry to the paid invoice and the review afterwards. Most accounts only use a fraction of it, because setting it up properly takes time, patience and a lot of knowing where things are. That's the part I do.
GoHighLevel is where most of my builds live, but I'm not tied to it. If another tool suits your business better, I'll tell you.
What GoHighLevel actually is
GoHighLevel is one platform that replaces the pile of separate tools most businesses pay for. Because everything sits in the same place, each part can trigger the next without anyone copying information across.
CRM and pipelines
Calendars and booking
Forms and surveys
Email and text messages
Payments and subscriptions
Websites and funnels
Courses and memberships
Google reviews
Reporting and dashboards
AI that answers and books
Is it right for your business?
Who it suits
GoHighLevel suits service businesses that take enquiries, book appointments, follow up and get paid. Coaches, clinics, consultants, trades and agencies get the most from it, because their whole customer journey can live in one place.
When it isn't the right fit
If you mainly sell physical products with lots of stock, a proper shop platform like Shopify will serve you better. If all you need is a simple booking page, GoHighLevel is more than you'll use. And if your team is already happy in another CRM that does the job, moving for the sake of it rarely pays.
Do you need an account?
I don't rebrand GoHighLevel or pass it off as my own system. If you need an account, I can set you up with your own sub-account inside my GoHighLevel agency. It's GoHighLevel, plainly named, and your contacts and data are yours. If you'd rather have an account of your own, that works just as well.
Everything I do in GoHighLevel
Your CRM
CRM and pipelines
Contacts, tags, custom fields and pipelines set up around your actual sales and delivery process.
Account audits and clean-ups
I go through an existing account, find what's broken or unused, and tidy it into something your team can trust.
Reporting dashboards
The numbers you actually care about, in one place.
Custom dashboards
Pages built inside GoHighLevel for your team or your clients, showing exactly what they need and the buttons to act on it.
Automation
Workflows
Follow-ups, reminders, onboarding, handovers and internal alerts that run on their own.
Lead follow-up
Every enquiry answered quickly and followed up until it books or says no, and the follow-ups stop the moment someone replies.
Review requests
Happy customers asked for a Google review at the right moment, automatically.
Messaging
Missed call text back and two-way messaging over text message, email and WhatsApp, where available in your country.
Bookings and payments
Calendars and booking
Online booking, intake forms, confirmations and reminders that cut no-shows.
Payments and invoices
Deposits, payment links, invoices and subscriptions connected to the right automations.
Websites, funnels and courses
Funnels and websites
Lead magnets, sales pages, booking pages and forms that feed straight into your CRM.
Email campaigns and nurture sequences
Written around what each contact has already bought, so nobody gets pitched something they own.
Memberships and courses
Training and courses moved into GoHighLevel and connected to your payments and onboarding.
AI
Conversation AI and AI agents
Enquiries answered, questions handled and appointments booked, with a person stepping in when it matters.
AI built into your workflows
Drafting, sorting and summarising so your team spends less time on admin.
Bigger builds
Migrations
Moving from Keap, other CRMs, spreadsheets or a half-built account into GoHighLevel, with contacts, tags and automations intact.
Snapshots and multi-location setups
One master build that every new location or client inherits.
Custom apps and integrations
Private marketplace apps, webhooks, Supabase and serverless functions when the standard features aren't enough.
Training and written instructions
Your team trained on the system, with written instructions for every process.
Looking for something specific? If it can be done in GoHighLevel, I'll find a way to do it.
Your whole customer lifecycle, automated
If you sell your service or your software through GoHighLevel and give each client their own account, the hard part isn't the sale. It's everything after it. I build that from end to end.
Accounts that build themselves
A client pays and their account is created, built from your master setup and ready to log into, without anyone doing it by hand.
Onboarding that runs itself
Forms, agreements and welcome steps run one into the next, and you're told the moment anything stalls.
Cancellations handled properly
When a client cancels, their access runs to the date they've paid up to, then the account pauses on its own. They see a branded page with a button to reactivate, and their data stays safe.
Failed payments
A notice on their dashboard and by email, a grace period to put it right, then a pause if nothing changes.
Trials that end on their own
Free trials pause automatically when they end, and a set retention window runs before the data is purged.
Back with one payment
Pay again and the account comes straight back, exactly as they left it.
Notices inside their dashboard
Messages that appear on a client's own dashboard when you need to tell them something.
Your other software connected
Outside systems send information straight into GoHighLevel, so nobody types it twice.
Ready-made snapshots
A snapshot is a ready-made build you load into your own GoHighLevel account. Each one does one job well and comes with a step-by-step install guide. More are on the way.
Speed to Lead
Every new enquiry and missed call gets an automatic text back, and the follow-ups keep going until they reply.
Four workflows, five texts, three alerts, one form and one pipeline. Needs a GoHighLevel phone number.
Review Request Machine
Add one tag after a job and your customer is asked for a Google review by text and email, asked up to twice more, and you're told when they reply.
Three workflows, two texts, one email and two alerts.
In their words
“Mandie has been really helpful with setting up my GoHighLevel CRM. I was struggling with it, but she made everything simple, clear, and got it working exactly how I needed. Highly recommend if you need CRM help.”
Sonny Newbury
Google review
“Short story. Hire her. ... She got us on GoHighLevel which allowed us to easily keep in contact with our customers and get deals and email campaigns to them. ... She got us set up with AI bots to handle the many tedious tasks. ... MOST IMPORTANT - Mandie is reliable, smart, hard working.”
Ann Neufelder
Google review
“After an incredibly frustrating experience with a previous operations partner that left me in despair about my business, Mandie stepped in and completely changed the trajectory of AirwayZ. Within days, she identified problems that had been overlooked for months, untangled workflows that weren't scalable, and rebuilt systems in a way that finally made sense. ... She thinks like an owner. ... The biggest gift Mandie gave me wasn't a workflow or a dashboard. She helped me fall in love with my business again. ... If you're looking for someone who simply "does GoHighLevel," keep searching. If you're looking for someone who becomes a true operational partner and builds your business as if it were her own, you've found her.”
Liz Walker
Google review · founder of AirwayZ
Ways to start
Not sure what your account needs?
Know what you want built?
Want it looked after every month?
Common questions
How much does a GoHighLevel setup cost?
It depends on what the account needs to do. Every project is priced once we know the scope, and the Ops Review is the best place to start if you're not sure. I've also written a guide to what a proper setup includes, linked below.
Can you fix an account someone else set up?
Yes. I'll audit what's there, keep what works, fix what doesn't and write down how it all fits together so you're never stuck again.
Do I need to buy GoHighLevel through you?
No. You can use your own account, or I can set you up with a sub-account inside my GoHighLevel agency. Either way it's GoHighLevel, never a rebranded system, and your contacts and data are yours.
Can GoHighLevel send text messages in Ireland?
Text messaging options depend on your country and your phone provider. I'll check what's available for your business before we build anything, and use email and WhatsApp where text messages aren't the right fit.
Do you only work in GoHighLevel?
No. GoHighLevel is where most of my builds live, but I also build in Airtable, Make, Zapier, Supabase, Kajabi and Mighty Networks, and I'll recommend whatever suits your business best.