Built and maintained for a US-based membership & online education client — a full GoHighLevel automation stack covering lead engagement, checkout, membership billing, and a 90-day activation program. I run similar systems on an ongoing retainer for a second US-based client in professional services.
Multiple entry points — LinkedIn forms, SMS replies, email replies, tag triggers — with no single place deciding what should happen next for each lead or member.
Every workflow branches on a real condition — channel, payment status, plan type — then routes to the right CRM action: tag, opportunity, task, notification, or removal.
New leads, checkouts, billing failures, and membership tiers are handled automatically — billing and mentorship teams only see what actually needs a human.
These are live automations from the GoHighLevel workspace — not templates or diagrams made for this page.
Routes every incoming lead by its actual channel — form submission, SMS reply, email reply, or contact tag — through a single condition block, updates the contact record, and checks the CRM for a matching opportunity before deciding what happens next.
Listens for payment success, payment failure, and subscription cancellation on the client's product. A failed payment gets flagged and routed to billing with an internal Slack alert; a cancellation gets tagged and cleanly removed from active workflows — no manual account review needed.
Fires the moment a checkout completes, creates the contact and CRM opportunity, sends onboarding email and SMS, then branches by payment plan — monthly, 30-day free trial, or 7-day free trial — tagging and assigning each member to billing and mentorship correctly from the first minute.
Handles three membership tiers — Full, 2-Pay, and 3-Pay — in parallel. Each tier creates or updates its own CRM opportunity, assigns billing and mentorship staff, fires an internal notification, and opens dedicated onboarding tasks for both teams.
Drop in your Loom share links here and they'll embed directly — recorded walkthroughs land better with clients than static screenshots alone.
Tell me what's breaking down and I'll map out how I'd fix it before you commit to anything.