Setup
Configure Micro CRM and GoHighLevel for the business.
GoHighLevel setup & automation
GoHighLevel setup and automation, run for you
Micro CRM, our GoHighLevel-powered CRM, set up and run for you.
Leads and follow-ups are split between spreadsheetsand inboxes.
Pipelines, calendars, messages and reporting are updated in separate places.
GoHighLevel and Micro CRM setup and automation.
The service covers setup, pipelines, calendars, workflows, SMS and email automation, reporting and migration from spreadsheets or HubSpot.
Pipelines
Set up stages and the records that move through them.
Calendars
Set up calendars and booking settings.
Workflows
Set up workflow triggers and actions.
SMS and email automation
Set up SMS and email messages in those workflows.
Reporting
Set up reporting for pipeline and workflow activity.
Migration from spreadsheets or HubSpot
Move existing records from spreadsheets or HubSpot into Micro CRM.
GoHighLevel setup for service businesses, clinics and law firms
GoHighLevel fits businesses where a lead arrives by phone, form or ad and someone has to follow up before the next competitor does. The setup differs by industry; the goal of a fast reply and a booked appointment does not.
Contractors and home services
Missed-call text-back while the crew is on a job, estimate follow-up sequences and review requests after the work is done.
Med spas and clinics
Consult booking from campaigns, appointment confirmations and reminders, and reactivation messages for clients who have gone quiet.
Law firms
Intake forms that create a lead and a task, consult scheduling with reminders and a pipeline that shows which matters are waiting on a reply.
Gyms, studios and coaches
Trial bookings, membership nurture and renewal reminders running from one calendar and one contact record.
GoHighLevel automations we build: missed-call text-back, review requests and nurture
These are the workflows we configure most often. Each one is tested with your team and written to the contact timeline, so nothing happens that you cannot see.
Missed-call text-back
When a call goes unanswered, the caller gets an immediate text with a way to book or reply, and the conversation lands in the inbox for follow-up.
Instant lead reply and routing
A new form or ad lead receives a reply within moments, is tagged by source and service, and is assigned to the right pipeline stage and owner.
Appointment confirmations and reminders
Bookings trigger confirmation and reminder messages on the schedule you choose, with a reschedule link that keeps the calendar accurate.
Review requests
After a completed job or appointment, a short request goes out asking for a review, with a follow-up if there is no response.
Nurture sequences
Leads that do not book get a paced series of useful messages instead of silence, and reply handling pulls them back to a person.
Pipeline hygiene and reporting
Stale deals are flagged, stages advance on real events and a summary of pipeline and workflow activity reaches you without digging.
Migrating from HubSpot, Pipedrive or spreadsheets to GoHighLevel
Migration starts with an inventory of what you actually use: contacts, companies, deals, notes, tags, calendars and the automations that still matter. Anything that has not been touched in a long time is reviewed with you before it is moved.
We map the old fields to GoHighLevel pipelines and custom fields, import in stages, then check a sample of records together. Email and SMS history is attached where the source system allows an export.
For teams starting from spreadsheets, the migration doubles as a cleanup: duplicates are merged, phone numbers and emails are normalized and every contact lands in a pipeline stage with an owner.
GoHighLevel vs Micro CRM
GoHighLevel is the software: a CRM with pipelines, calendars, funnels, SMS and email, reputation tools and workflow automation. It is powerful and it expects someone to configure, connect and maintain all of it.
Micro CRM is our GoHighLevel-powered CRM, set up and run for you. It is the same platform with our configuration, automations, monitoring and support on top, so your team gets the outcomes without owning the setup.
Choose a direct GoHighLevel setup if you already have the account and a person to run it. Choose Micro CRM if you would rather have one accountable team managing the CRM alongside your website, marketing and automation.
Built on Micro CRM, so nothing lives in a spreadsheet.
Micro CRM, our GoHighLevel-powered CRM, set up and run for you.
Audit. Build. Run.
Audit
Find the work that wastes time or blocks growth.
Build
Create the right website, campaign or automation.
Run
Keep it healthy, measured and improving.
For businesses moving CRM work out of spreadsheets and inboxes.
Set up Micro CRM, pipelines, calendars, workflows, SMS and email automation, reporting and migration from spreadsheets or HubSpot.
Starting with spreadsheets
Move existing records into Micro CRM.
Starting with HubSpot
Move existing records into Micro CRM.
Starting with GoHighLevel
Set up Micro CRM pipelines, calendars, workflows and reporting.
GoHighLevel setup questions
What to know before moving your CRM work into GoHighLevel.
What does a GoHighLevel automation agency do?
We set up and run GoHighLevel for you: pipelines, calendars, forms, SMS and email workflows, reputation requests and reporting, then keep tuning them as the business changes. You get a working CRM rather than a login and a tutorial.
What is the difference between GoHighLevel and Micro CRM?
Micro CRM is our GoHighLevel-powered CRM, set up and run for you. The software underneath is GoHighLevel; Micro CRM adds our configuration, automations, monitoring and support, so you are not managing the platform yourself.
Can you migrate us from HubSpot, Pipedrive or spreadsheets?
Yes. We export contacts, companies, deals and notes, map them to pipelines and custom fields, import them in stages and verify the records with you before the old system is switched off.
Which GoHighLevel automations do you build first?
Usually missed-call text-back, instant lead reply and routing, appointment confirmations and reminders, and review requests after a completed job. They are quick to see working and touch the moments where leads are most often lost.
How is GoHighLevel setup priced?
Setup is quoted as a fixed project after a short discovery call, based on the pipelines, calendars, workflows and migration involved. Ongoing management is an optional monthly plan that covers changes, monitoring and the GoHighLevel subscription itself.
Set up Micro CRM and GoHighLevel automation.
Setup and automation are available for businesses nationwide.