Demonstration build
A GoHighLevel funnel and automation set for a plumbing-style home-service journey: capture a quote request, triage emergency enquiries, track appointments, and follow up after the job.
Plumbing and home-service operations
Automation evidence
A submitted form adds a tag, creates or updates an opportunity, assigns the lead, and sends notification and email actions.
An emergency plumbing opportunity receives a priority tag, an immediate call task, and an internal notification.
A booked estimate updates the opportunity, prepares the estimate task, and alerts the team.
A completed job starts a sequenced thank-you, review request, check-in, and annual reminder path.
Home-service leads can arrive at any time and need different follow-up depending on whether the request is routine, urgent, booked, or complete. Without a connected funnel, those stages can rely on manual updates and inconsistent communication.
The GoHighLevel funnel collects a quote request and creates or updates an opportunity. Separate workflows tag and notify the team when a lead arrives, prioritise emergency plumbing requests with an immediate call task, prepare a booked estimate, and sequence thank-you, review, check-in, and annual reminder messages after a job is completed.
The demonstration shows a lead moving through defined GoHighLevel stages with a corresponding record update, internal notification, task, or email action at each key point in the lifecycle.
Signal path
Collect a quote request through the home-service funnel.
Create or update the opportunity and prioritise an emergency request.
Move a booked estimate forward with a task and internal notification.
Send post-job thank-you, review, check-in, and reminder messages.
Tools in the system
Demonstrated capabilities
This project is a portfolio demonstration. It is not presented as a client deployment and makes no claim about production use, revenue, time saved, or business performance.
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