CRM:
GO HIGH LEVEL
GOAL:
CLIENT BUSINESS SUB-ACCOUNT
CREATED BY:
JOHNBOY
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How I created The Lumiere Aesthetic Meds Spa Systems
1. Custom Data Architecture:
Development of advanced Custom Fields and Custom Values to power the entire system’s logic.
2. Trigger Link Systems:
Creating tracked links for SMS and Email to monitor lead behavior and trigger automations.
3. Folder Organization:
A clean, standardized library for all Workflows, Funnels, and Media for easy management.
4. Global CSS & Styling:
Standardized design elements that carry across all funnels and websites in the snapshot.
5. The Lead Journey:
Building a multi-stage Sales Pipeline (New Lead → Discovery → Won) for visual opportunity tracking.
6. Opportunity Automation:
Automated movement of cards through the pipeline based on lead responses or forms.
7. Sales Scripts Integration:
Embedding scripts into CRM notes so your team knows exactly what to say at each stage.
8. Smart Lists Management:
Creating filtered contact lists for focused daily outreach and sales calls.
9. High-Conversion Funnels:
Building professional landing pages designed for specific marketing offers and lead capture.
10. Multi-Page Business Websites:
Full SEO-optimized website builds inside GHL with mobile-first responsiveness.
11. On-Page SEO Setup:
Proper configuration of metadata, schemas, and alt-tags to ensure high Google rankings.
12. DNS & Domain Mapping:
Full configuration of A-records and CNAMEs for secure and fast-loading web pages.
13. Speed Optimization:
Compressing assets and optimizing code for lightning-fast load times on all devices.
14. Form & Survey Integration:
Custom data-capture tools mapped directly into the Sales Pipeline and Custom Fields.
15. Interactive Chat Widgets:
Installing the "Face of the AI" on the site to convert visitors into SMS conversations.
16. Round-Robin Team Calendars:
Automated distribution of meetings among your sales reps based on availability.
17. Service & Event Calendars:
Specialized booking for specific services (e.g., consultations, webinars, or classes).
18. Paid Booking Integration:
Mandatory Stripe payments to secure a time slot, eliminating no-shows.
19. Calendar Syncing:
Full integration with Google, Outlook, and iCloud to prevent double-bookings.
20. Buffer & Capacity Control:
Setting "Cool-down" times between meetings to protect your team’s schedule.
21. Dynamic Reminders:
Automated SMS/Email reminders that adjust based on the lead's time zone.
22. Rescheduling Automation:
Providing leads with one-click links to move their appointment without manual work.
23. Knowledge Base Training:
Training the AI on your business’s specific FAQs, pricing, and service details.
24. 24/7 Booking Agent:
An AI that qualifies leads and books them into the calendar via text message.
25. Chat Widget Intelligence:
Attaching the AI "Knowledge" to the web chat for instant visitor support.
26. Objection Handling:
Configuring the AI to recognize and respond to common sales hesitations humanly.
27. Multi-Channel AI Presence:
Deploying the AI across FB Messenger, Instagram DM, and WhatsApp.
28. Human Handover Alerts:
Notifying you instantly if a lead requires a human touch for a high-value close.
29. Lead Nurture Sequences:
Multi-channel drips (SMS, Email, Voicemail Drops) to stay top-of-mind with new leads.
30. Missed-Call Text Back:
Instant automated text response the second your business line misses an incoming call.
31. No-Show Reactivation:
Automatic re-engagement workflows for leads who miss their scheduled meetings.
32. Conditional Branching:
Advanced logic that sends leads down different paths based on their replies or actions.
33. Task Automation:
Automatically creating and assigning "To-Do" lists for your team when a deal heats up.
34. Internal Notification Hub:
Real-time push, email, and SMS alerts to the owner and staff for critical lead activity.
35. Webhooks & API Integration:
Connecting the system to 3rd party tools Zapier and Slack.
36. Registering A2P 10DLC Compliance Before Launch:
Full legal registration of your business brand and messaging campaigns.
37. Review Request Automation:
Triggering 5-star review requests the moment a customer is marked "Won."
38. Review Management Dashboard:
Centralized place to view and respond to Google and Facebook reviews.
39. AI Review Responses:
Automated, SEO-friendly replies to all new reviews to boost local rankings.
40. Social Proof Widgets:
Live review feeds embedded on your website to build instant trust with visitors.
41. Verified Email Domain (DKIM/SPF):
Ensuring 100% email deliverability by verifying your sender identity.
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PRECISION & CARE
