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Funnels

Cornerstone Business Consulting LLC

A GoHighLevel consultation funnel connecting credit report access, client intake, and appointment booking, supported by automated follow-up and lead nurturing.

Overview

Designed and developed a credit consultation funnel for Cornerstone Business Consulting LLC using GoHighLevel. The experience introduces the company’s credit analysis services, explains its process, and presents individual and couples pricing options.

The onboarding journey guides visitors through accessing their credit report, submitting information for review, and scheduling a consultation. Behind the pages, automated follow-up and nurturing sequences support communication with prospects as they move through the process.

The design uses emerald green, navy, and light backgrounds to create a consistent visual experience with prominent calls to action.

Client goal

Create a clear path from initial interest to a booked consultation. Help visitors understand the services, compare plans, complete the required onboarding steps, and stay engaged through automated communication.

Work delivered

• 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.

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