Worked example

Local Service Business — Lead-to-Booking System

This is a representative build to the exact spec of the Launch package ($497) — sized for a home-services business (roofing, HVAC, plumbing, cleaning) that wants inbound leads booked and followed up without anyone manually chasing them. Names and numbers are illustrative; the structure, logic, and stage design are exactly what ships in a real build.


The brief

"We run Facebook and Google ads for free roof inspections. Right now leads land in an inbox and half of them never get called back before they go cold. We need them booked onto a calendar automatically, and anyone who books but doesn't show should get chased without us remembering to do it."


1. The funnel — 3 pages

Built to convert cold ad traffic into a booked calendar slot in one flow, with no dead ends.

PageJobKey element
OfferQualify + capture contact infoShort form: name, phone, address, roof age
Book a TimeConvert lead into a fixed appointmentEmbedded GHL calendar widget
You're BookedConfirm + set expectationsWhat to expect, reschedule link

2. The pipeline — 5 stages

Every lead's real-world status is visible at a glance, and stage moves are driven automatically by the workflows below — not by someone remembering to drag a card.


3. The workflows — 3 automations

This is the part that actually removes manual work. Each workflow is a trigger plus a sequence of actions, configured once inside GoHighLevel and running forever after.

TRIGGER
Form submitted
(Offer page)
01 Move pipeline card to Lead In
02 SMS + email alert to office phone/inbox within 60 seconds
03 Auto-text the lead: "Thanks — pick a time here: [booking link]"
TRIGGER
Calendar booking
created
01 Move pipeline card to Booked
02 Confirmation SMS + email with date/time
03 Reminder SMS 2 hours before appointment
TRIGGER
Appointment marked
"No-show"
01 Move pipeline card back to Contacted
02 Wait 2 hours, then auto-text a reschedule link
03 If no reply in 48 hours, notify office to call manually

What this replaces

Before: a shared inbox, a sticky-note system, and whoever remembered to follow up. After: every lead moves through a visible pipeline automatically, gets contacted within a minute of submitting the form, and no-shows get chased without anyone having to remember to do it.

This exact structure — 3-page funnel, 5-stage pipeline, 3 workflows — is within the Launch package scope ($497, 3–5 day turnaround). Bigger builds (more pages, more workflow branches, multi-location routing) move to Growth or the hourly rate.

Get this built for my business

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