Case Studies

Work that's shipped and running

CRM systems, automations, AI agents, websites, and A2P compliance work built inside GoHighLevel. Every card notes the problem, the system built to solve it, and the tools used.

A2P 10DLC Compliance & Trust Center Registration
A2P & Compliance

A2P 10DLC Compliance & Trust Center Registration

Registered and approved 300+ A2P 10DLC campaigns across GoHighLevel sub-accounts, holding a 97% first-review approval rate by fixing brand and campaign details before carriers ever see them.

Problem

Carriers were rejecting A2P campaigns over EIN mismatches, incomplete brand details, and non-compliant sample messages, blocking SMS sending entirely.

Solution

Audited every field of the Trust Center profile, corrected mismatches that trigger automatic rejections, and submitted clean campaigns built for first-pass review.

Outcome

A repeatable registration process used across the client base, with suspended numbers reinstated and opt-out keywords reconfigured to prevent repeat carrier flags.

A2P 10DLCTrust CenterSMS ComplianceGoHighLevel
AI Conversation Agents (SMS, Instagram, Messenger)
AI Agents

AI Conversation Agents (SMS, Instagram, Messenger)

Built and deployed always-on AI agents inside GoHighLevel that qualify leads, answer FAQs, and hand off to a human across SMS, Instagram, and Facebook Messenger.

Problem

Inbound leads across SMS, Instagram, and Messenger waited hours for a reply, and cold lists sat untouched between manual outreach pushes.

Solution

Deployed a single AI agent trained on each business's knowledge base to own every inbound channel in auto-pilot mode, paired with a promotional SMS workflow using conditional branching on keyword replies.

Outcome

Every inbound conversation gets an instant first reply, with the agent routing to a human the moment a conversation needs one.

Conversation AIGoHighLevelAuto-PilotLead Qualification
CRM Systems

Multi-Client CRM Architecture & Onboarding

CRM setup, sub-account architecture, and client onboarding standardized across a 100+ client GoHighLevel agency environment.

Problem

Onboarding new clients into a shared agency environment without a consistent CRM structure led to inconsistent pipelines, messy contact data, and slower time-to-value.

Solution

Standardized sub-account setup, pipeline structure, custom fields, tagging, and calendar/permission configuration, backed by SOP documentation so onboarding didn't depend on tribal knowledge.

Outcome

A repeatable onboarding process used across the client base, with ongoing QA and optimization to keep accounts organized as they scaled.

CRM ArchitectureClient OnboardingSOP DocumentationGoHighLevel
Pabbly & Webhook Account Provisioning
Integrations

Pabbly & Webhook Account Provisioning

Automated sub-account creation across a whitelabel SaaS — tagging, user provisioning, and webhook hand-off triggered the moment a client signs up.

Problem

New sub-account creation for a whitelabel SaaS reseller required a manual setup step for every signup, slowing onboarding and inviting human error.

Solution

Built a webhook-triggered pipeline that fires the instant a "create location" tag is applied, handing off to Pabbly to provision the new GoHighLevel location and user.

Outcome

Removed the manual account-setup step entirely, with records auto-tagged for downstream workflows to pick up.

PabblyWebhooksSaaS ProvisioningGoHighLevel
Real Estate

Real Estate Wholesaler CRM Systems

Seller-lead CRM systems built and supported for real estate wholesaling clients inside a multi-client GoHighLevel agency environment.

Problem

Real estate wholesalers generate high volumes of inbound seller leads that need to be captured, qualified, and followed up with immediately or they go cold.

Solution

Structured seller-lead pipelines, opportunity stages, tags, and segmentation, paired with SMS and email follow-up automation and database reactivation sequences for older leads.

Outcome

Consistent, repeatable lead-handling systems supporting a portfolio of 100+ real estate wholesaling clients.

Real EstateLead NurturingPipeline ManagementGoHighLevel
Revenue-Protection Automations
Automations

Revenue-Protection Automations

Failed-payment recovery, abandoned cart win-back, cancellation saves, and free-trial nurture sequences that run without anyone watching a dashboard.

Problem

Failed payments, abandoned carts, cold trials, and cancellations were being handled inconsistently or not at all, with no system watching for them in real time.

Solution

Built a suite of trigger-based workflows covering the full subscription lifecycle, from Stripe-triggered dunning to time-of-day-aware after-hours routing.

Outcome

Automated recovery and retention touchpoints running continuously across the client base without manual monitoring.

Workflow AutomationStripeRetentionGoHighLevel
Compliant Websites & Funnels
Websites

Compliant Websites & Funnels

Full website suites built inside GoHighLevel — home, survey, scheduling, and legal pages — that double as the A2P-compliant site carriers require before approving SMS.

Problem

Carriers require a live, compliant website before approving most A2P campaigns, and a bare-minimum privacy-policy page isn't enough to represent the business well.

Solution

Built the full site the client actually needs inside GoHighLevel — home, service pages, scheduling, surveys, and the legal pages (privacy policy, terms) — satisfying compliance requirements end to end.

Outcome

A site that clears A2P website-compliance review while giving the business a page worth linking to.

Website BuilderFunnelsA2P ComplianceGoHighLevel

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