• Designed and developed a four-step credit consultation funnel with consistent branding throughout.
• Created the main landing page presenting services, the client process, funding guidance, pricing, and frequently asked questions.
• Built a request confirmation page directing visitors to access their credit report and continue the process.
• Created a profile submission page with instructions and a client information form.
• Integrated a GoHighLevel consultation calendar with guidance on what visitors can expect from the appointment.
• Built a dedicated pricing page presenting three service plans, their inclusions, and payment structures.
• Configured a new-lead workflow with contact tagging, pipeline opportunity creation, and initial email and SMS communication.
• Added timed nurturing emails encouraging leads to complete outstanding steps.
• Configured trigger-link automation to update progress tags and initiate the next follow-up sequence.
• Created a consultation-booked workflow that updates contact tags, manages the pipeline opportunity, and sends an email.
• Set up a no-show workflow to tag missed appointments, update opportunities, and send a rescheduling email.
• Organized CRM stages and tags to support tracking throughout the inquiry and consultation journey.
Customer Journey
Initial Inquiry → Credit Report Access → Profile Information Submission → Consultation Booking
Visitors can also review the dedicated pricing page to compare available service plans.
Automation Highlights
• New Inquiry: Creates or updates the opportunity, applies a pending-step tag, and sends initial communication.
• Incomplete Steps: Uses timed follow-ups and conditional checks to encourage continued progress.
• Report-Link Interaction: Updates progress tags and starts the next stage of communication.
• Consultation Booked: Replaces the pending consultation tag, updates the opportunity, and sends an email.
• Missed Appointment: Applies a no-show tag and sends a rescheduling prompt.
