Independent Portfolio Project · GoHighLevel
Solar Guide PH: CRM & Customer Journey Automation
A multi-stage CRM pipeline covering customer inquiries, lead qualification, consultation booking, proposals, and follow-ups.
Project Overview
- Customer inquiry management
- Lead qualification
- CRM pipeline automation
- Consultation booking
- Appointment reminders
- Automated lead routing and follow-ups
- Customer-facing forms and funnels
The Business Problem
A solar business has to capture inquiries, qualify leads, book consultations, and follow up consistently — hard to manage across scattered tools and manual reminders.
The Solution
In GoHighLevel, a multi-stage pipeline with automated lead routing, booking calendars, appointment reminders, and notification workflows is paired with customer-facing forms, funnel pages, and AI-assisted chat.
Workflow Breakdown
- 01
Capture
Inquiries arrive through forms, funnel pages, and AI-assisted chat.
- 02
Qualify
Leads move into qualification stages in the pipeline.
- 03
Route
Automated lead routing assigns the next step.
- 04
Book
Consultations are booked through calendars with reminders.
- 05
Follow up
Proposals and follow-ups are supported by notification workflows.
Tools & Integrations
Video Walkthrough
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Workflow Gallery
Screenshots documenting the GoHighLevel solar customer journey, from AI-assisted inquiries to CRM pipeline tracking.
Key Takeaways
- Designing a full customer journey in a CRM
- Combining funnels, calendars, and chat
- Automating reminders and follow-ups