Projects & Case Studies
Automation systems and CRM workflows built on GoHighLevel for your businesses.
Automatically captures mortgage leads from BiggerPockets and feeds them into your sales system — so you never miss an opportunity and can start engaging immediately, from first contact all the way to long-term nurture.
Lead Capture · Outlook
- New lead alert email arrives from BiggerPockets
- Automatically saved to "BiggerPockets New Lead" folder
- Forwarded to Zapier custom mailbox for processing
Data Extraction · Zapier
- Email parsed to extract lead details (name, contact info, loan needs, etc.)
- Information pushed to GoHighLevel via webhook and API connection
Lead Processing · GoHighLevel
- Contact created automatically with all extracted details
- Opportunity generated in your pipeline
- Lead tagged appropriately
- Internal email notification sent to your team
Engagement & Follow-Up
- Welcome / intro email sent to the lead
- Sales call task created for your team
- If not reached by phone → automated follow-up emails sent
- If no response → email drip campaign activates
- If still no engagement → lead transfers to Nurture Workflow for long-term cultivation
Every BiggerPockets lead is captured, organized, and followed up with automatically — from first contact to sales call, with backup nurturing if they're not ready yet.
An automated system that handles new leads from the funnel — tagging, qualifying, and routing them without manual intervention so no opportunity slips through the cracks.
Instant Response · 0–15 min
- Lead submits form → tagged as "New Lead" automatically
- Welcome SMS sent immediately
- Pipeline status updates to "Contacted"
- 15-minute wait → status changes to "Prequalified"
Qualification Call
- Automated call placed to assess interest and readiness
- Manual tag applied based on outcome: "Qualified" or "Not Qualified"
Smart Routing
✓ Qualified
Enters Property Tour Automation Workflow — property showings track
✗ Not Qualified
Enters Nurture Automation — stay-in-touch track
A hands-off system that captures, qualifies, and routes leads appropriately — so you can focus on closing deals instead of chasing cold contacts.
A scheduling and follow-up workflow that keeps both agent and client on the same page throughout the property tour — from booking confirmation to post-tour next steps, all on autopilot.
Booking & Confirmation
- Tour booked → one-time booking link generated automatically
- Appointment marked as "Scheduled" in the system
- Pipeline status updates to "Property Tour Scheduled"
- Internal notification sent to agent
- 10-minute wait → confirmation email delivered to client
Pre-Tour Reminders
- Day before → reminder email sent to client
- 3 hours before → second reminder email sent
Post-Tour Follow-Up
- 30 minutes after tour → post-tour email sent (feedback / next steps)
- 1 day later → lead automatically moves to Offer Made Automation Workflow
Zero missed appointments, happy clients who feel taken care of, and a seamless transition from touring to offer-making — all on autopilot.
A workflow that manages the full offer lifecycle from submission to decision — keeping clients informed and pipelines organized without constant manual updates from the agent.
Offer Submission
- Pipeline stage changes to "Offer Made" → acknowledgment SMS sent immediately
- 24-hour wait → status updates to "Under Review"
- Tag switches from "Qualified" to "Under Review"
- Follow-up SMS sent to keep communication flowing
Decision Point
✗ Offer Rejected
Automated call placed → renegotiation attempted.
Success: post-renegotiation email → Offer Accepted Workflow.
Unsuccessful: rejection email → Nurture Automation.
✓ Offer Accepted
Lead proceeds to Offer Accepted Workflow — next steps toward closing begin immediately.
Every offer gets proper attention, rejected offers have a second chance through renegotiation, and accepted offers move forward instantly — all without manually tracking each step.
A real estate investment firm needed a scalable CRM to manage investor inquiries and deal submissions. As volume grew, duplicate opportunities, unclear ownership, and premature lead routing became critical issues — solved through a unified, human-gated intake architecture.
The Challenge
- Duplicate opportunities cluttering the pipeline
- Unclear lead ownership across the team
- No daily visibility into which leads had been reviewed
- Leads entering booking or nurture flows prematurely
- Inconsistent reporting across pipelines
The Solution
A Unified Lead Intake & Qualification System using one centralized pipeline, strict tag-based state management, and human-driven decision points. Automation supports — not replaces — judgment.
System Architecture
- Single pipeline: "Investor – Unified Intake" with permanent outcome stages: New Lead → Actively Pricing → Qualified → Unqualified
- Source tags distinguish lead types (New Lead vs. Submit Deal) without fragmenting the pipeline
- State tags solve GHL's missing "last modified" visibility: State | New and State | Touched give instant visual clarity
Qualification Workflow
- Lead submits form → contact created, ownership assigned, opportunity opened
- Internal review task created and assigned same day
- Reviewer applies one tag: State | Qualified or State | Unqualified
- Automation resumes only after human decision — no forced timelines
✓ Qualified
Moves to "Qualified (Nurture Allowed)". Intake tags cleaned. Downstream booking workflows triggered. Only approved leads can book calls.
✗ Unqualified
Moves to "Unqualified (No Nurture)". All intake tags removed. No booking links, no follow-up. Decision permanently recorded for audits.
Core Design Principles
- Pipelines are the permanent record
- Tags represent temporary operational state
- Humans make decisions; automation resumes
- No qualification = no booking
- Clean data is more valuable than speed
Results
The system scaled effortlessly as lead volume increased — without adding complexity. Decisions are intentional, records are auditable, and automation supports structure rather than shortcuts.
Full design and development of the primary home page for Start Solutions — a multi-division company spanning Real Estate Investing, Investor Education, and Business Systems. Built to establish brand authority and route three distinct visitor types to their relevant service area.
Project Overview
- Client: Start Solutions REI — startsolutionsrei.com
- Type: Corporate website home page design & development
- Brand: Deep Navy #0D1B2A, Gold #B8963E, White
- Status: Completed & Live
Page Sections Built
- Hero — Full-width navy overlay, architectural photography, headline: "Structure for Investing, Education, and Modern Business." Gold 'Book a Consultation' CTA.
- About — Three-column card layout showcasing each division with photography and descriptor.
- What We Do — Dark navy section, three side-by-side service columns with bullet lists and 'Explore More' buttons per division.
- Platform Section — Icon-driven section with three labeled benefits: Internal Brands, External Clients, Long-Term Growth.
- Footer — Gold logo, contact info, social links (Instagram, LinkedIn, Facebook), legal disclaimer.
Three-Pillar Service Model
Curated real estate investment opportunities with a focus on structure, alignment, and risk awareness.
Practical, compliance-conscious education supporting clarity — not hype — before capital is committed.
Operational infrastructure for small businesses: CRM setup, automations, workflows, and client portals.
Multiple 'Book a Consultation' touchpoints in nav, hero, and service exploration sections.
Target Visitor Types
- Real Estate Investors — Seeking curated investment opportunities and deal participation
- Education Seekers — Early-stage investors wanting structured, pre-capital guidance
- Business Operators — Looking for CRM setup, automations, and operational systems
- Consultation Prospects — Warm referrals captured via direct 'Book a Consultation' CTA
A fully live corporate home page that clearly establishes Start Solutions as a credible, multi-division real estate and business platform — with professional brand execution and multiple conversion touchpoints across all three audience types.
Full design, development, and copywriting of a conversion-optimized funnel landing page for Start Solutions REI's paid mini course — helping aspiring real estate investors identify their ideal investing path before committing capital.
Project Overview
- Client: Start Solutions REI
- Platform: GoHighLevel Funnel Builder
- Type: Sales Funnel — Mini Course Lead & Conversion Page
- Status: Completed & Live
Page Sections Built
- Hero — Full-width dark overlay with architectural imagery. Headline: "Find Your Investor Path — Before You Commit Capital." Gold CTA: 'View Course Option'.
- Social Proof — Embedded video testimonial with blue banner bar: "Investors raving about our Investor Readiness Mini Course."
- Qualification Section — Four white benefit cards on a residential-image background identifying the ideal prospect.
- Course Benefits — Dark navy section with four icon cards: Investor Identity, Investing Paths, Professional Evaluation, Next Steps.
- Closing CTA — "Stay with Clarity — Not Guesswork." Secondary CTA button and bottom trust statement.
Conversion Strategy (AIDA)
- Attention — Bold, benefit-driven hero with immediate visual impact
- Interest — Real student video testimonial builds trust immediately
- Desire — 'This Is For You If' section drives self-identification and emotional buy-in
- Action — Two strategically placed CTAs: hero and closing section
- Reassurance — Trust copy at bottom reduces buyer hesitation before committing
Target Audience
- First-time or early-stage real estate investors with capital but lacking strategic clarity
- Individuals evaluating active vs. passive vs. hybrid investing models
- Professionals seeking financial independence through real estate
A fully live, conversion-ready funnel page that positions Start Solutions REI as a premium education provider — with structured messaging, embedded video social proof, and a seamless user journey from awareness through to course enrollment.
Full design, development, and form build of a seller-facing acquisition funnel for Start Solutions REI's multifamily arm. Targets property owners ready to sell off-market — capturing complete deal data upfront through a six-section submission form, enabling same-session underwriting.
Project Overview
- Client: Start Solutions REI
- URL: multifamily.startsolutionsrei.com/opt-in
- Type: Seller Acquisition Funnel — Deal Submission & Lead Generation
- Status: Completed & Live
Page Sections Built
- Hero — Luxury apartment pool photography overlay. Headline: "Sell Your Multifamily Property, The Hassle-Free Way." Value triplet: Off-Market Preferred. Fast Underwriting. Direct Buyer.
- What We're Looking For — Six property criteria tags: Under-managed, Operational inefficiencies, Below-market rents, High-vacancy, Deferred maintenance, Ownership fatigue.
- How We Buy — Dark navy section with three gold icons: Contact Us → Get Your Offer (2–3 days) → Get Paid.
- Why Work With Us — Four-pillar differentiator: Fast Deal Review, Direct Decision Makers, Experienced Value-Add Operators, Repeat Buyers.
- What Happens Next — 24–48 hour response commitment with three-step numbered sequence.
- Deal Submission Form — Six-section form covering: Investor Info, Rental Performance, Condition & CapEx, Pricing Expectations, Contact Preferences, reCAPTCHA.
Deal Form — Six Sections
Name, phone, email, property address, state, city, property type
Unit count, year built, occupancy, rents behind, monthly gross rent, below-market rents
Property condition, repair issues, selling motivation, timeline, mortgage details
Asking price, creative options, best contact time, reCAPTCHA & submit
Target Seller Profile
- Multifamily / apartment community owners — not single-family or commercial
- Value-add properties: under-managed, deferred maintenance, high-vacancy
- Sellers motivated by ownership fatigue, partnership issues, 1031 exchange, or relocation
- Off-market preferred — prioritizing speed, certainty, and direct buyer access
A fully live, high-conversion seller acquisition funnel that captures all deal data needed for same-session underwriting — eliminating back-and-forth information gathering and qualifying serious sellers before the first conversation.
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