Walkthrough
Video · 1/4
Project screens
What this project solved
The problem
Agency onboarding was fragmented across forms, email, and manual CRM updates.
What we built
End-to-end GHL automation with anomaly review, task assignment, and AI assistant trained on service catalog.
Result
Faster, consistent client kickoff with fewer manual handoffs and clearer ownership of next steps.
GoHighLevelFormsCRMEmailSMSAI chatbot