A fully automated client onboarding workflow — Meta Ads capture the lead, an AI SMS chatbot qualifies them in real time, round robin assigns them to your sales team, and GoHighLevel manages every stage of the pipeline. Zero manual steps.
A lead fills out your Meta Ad form at 9pm. Nobody responds until morning. By then they've talked to your competitor. Speed to lead is everything — and manual follow-up can't keep up with inbound lead management at scale.
Your sales team calls every lead — tire kickers, wrong fits, people who just wanted the free PDF. Without automated lead qualification, your best closers spend half their day on prospects who were never going to buy.
Leads get cherry-picked. Some reps hoard the good ones. Others get nothing. There's no round robin lead distribution, no pipeline stages, no way to know where any deal stands. Opportunity management is a spreadsheet and a prayer.
Every stage of this client onboarding automation pipeline runs without manual intervention. Here's the journey a lead takes through your system.
Lead capture, AI qualification with SMS, round robin assignment, appointment booking, CRM pipeline management, and post-sign onboarding — all connected, all automated.
