HighLevel Consulting & Implementation
Automate your sales, streamline your client journey, and scale your business with HighLevel.
Why HighLevel?
HighLevel is a powerhouse CRM and marketing platform—but most businesses barely scratch the surface. When set up properly, it can automate your entire lead-to-client journey, centralise communications, and give you full visibility over your pipeline.
But without the right strategy and structure, it’s just another complicated tool sitting half-used.
That’s where I come in.
As an experienced ops strategist and HighLevel consultant, I help service-based businesses transform HighLevel into the engine room of their business—from lead capture to follow-up to client onboarding.
You’ll walk away with a tailored, done-for-you system that’s easy to use, fully automated, and built to scale.
What's Included?
Each setup is fully customised to your business model, services, and sales process—but typically includes:
Full audit of your current HighLevel setup (or blank-slate strategy if starting fresh)
Lead capture forms, landing pages, and pipeline stages mapped and built
Custom automations for follow-ups, reminders, and client onboarding
Pipeline dashboard setup for real-time visibility across sales stages
Contact segmentation, tagging, and CRM clean-up
Email and SMS sequence creation and scheduling
Workflow testing, troubleshooting, and live training sessions
30 days of post-implementation support
Ongoing consulting or funnel builds available as add-ons
Who It's For
Founders and service providers who are tired of losing leads in the cracks
Teams ready to streamline their pipeline, reduce manual admin, and improve follow-up
Businesses already using HighLevel but overwhelmed by the complexity
Agencies looking to optimise how they sell, onboard, and manage clients
Outcomes You Can Expect
Leads automatically captured, tagged, and followed up—without manual chasing
A visual sales pipeline that shows you exactly where every prospect is
Automated onboarding flows that improve client experience and reduce admin
Clear communication flows across email and SMS
Higher conversion rates and shorter sales cycles
Less reliance on the founder or sales team for day-to-day pipeline management
Examples of Past Projects
Built an end-to-end lead nurture system for a coaching business - automating 90% of follow-up and increasing discovery call bookings by 40%.
Redesigned HighLevel CRM setup for a service agency - simplifying pipelines, improving tagging, and reducing time spent on lead management by half.
Created onboarding and retention automations for a group coaching program - improving client engagement and reducing churn.
Integrated form submissions, tagging, and weekly reporting into a single system - giving the founder full visibility without digging through data.
Let’s Get HighLevel Working for You
Stop piecing your sales process together across 10 different tools.
Book a 10-minute Operations Health Check to explore how HighLevel can be turned into your all-in-one growth engine - without the overwhelm.
The Systemised Business
A trading name of Sigma Group SW Ltd
Office BC01, South Devon Business Centre, Hi Tech & Digital Centre, Long Road, Paignton, TQ4 7EJ
Company Number: 10477958
VAT Number: 298 086 549
Private Limited Company registered in England and Wales
