THE BRIEF
Start with the real requirement.
A connected customer journey covering lead capture, CRM organisation, sales progression and onboarding.
CASE STUDY · Funnels & Onboarding
How Sales funnel & client onboarding was built.
A practical look at the thinking, scope and implementation behind the final deliverable—without vanity metrics or inflated claims.
CLIENTElmon Agency / TradieTrak
PROJECT TYPEFunnels & Onboarding
CORE FOCUSGoHighLevel · Funnels · CRM
THE APPROACH
Four stages from requirement to reviewed delivery.
Each stage reduced ambiguity before the next layer was added, keeping the work clear, testable and maintainable.
THE SCOPE
Define the journey before building.
The work focused on the funnels & onboarding structure, the data or decisions moving through it, and the handoffs needed to keep the process clear.
THE BUILD
Connect every element with purpose.
The system was configured around GoHighLevel, Funnels, CRM, with attention given to workflow logic, ownership, exceptions and maintainability.
VALIDATION
Review the complete experience.
The final setup was reviewed against realistic scenarios, including the points where information, ownership or automation could fail.
EXPLORE THE RESULT