• Designed and developed a consultation funnel on GoHighLevel.
• Created a landing page introducing the company’s credit analysis services and client support process.
• Structured the onboarding journey around credit report access, information submission, and consultation booking.
• Built an intake page to collect contact details and information required for the credit profile review.
• Integrated a consultation calendar allowing visitors to choose an available appointment time.
• Added consultation preparation content explaining what clients can expect during their appointment.
• Created pricing sections for the individual Legacy Plan and Couples Legacy Plan.
• Included frequently asked questions, process explanations, and clear next-step prompts.
• Configured automated follow-up sequences to encourage prospects to continue through onboarding.
• Set up lead nurturing workflows to maintain communication with prospective clients.
• Applied consistent branding, typography, and navigation throughout the funnel.
Funnel Flow
Explore Services & Pricing → Access Credit Report → Submit Intake Information → Book a Consultation
Automated follow-up and nurturing support the journey.