Gohighlevel Setup & Automation
Marketeé – SaaS Funnel & Automation Setup
Project Overview
For this client, I worked on two major phases of automation within their GoHighLevel environment. The first phase focused on streamlining lead handling and contract signing workflows, while the second phase involved building a SaaS funnel with Stripe integration, 7-day trial setup, and onboarding automations. Together, these solutions helped the client simplify operations, improve lead engagement, and create a scalable SaaS model.
Goals & Objectives
Automate internal workflows to reduce manual handling.
Implement contract signing automation tied to pipeline movement.
Build a SaaS funnel with checkout (monthly/yearly options, free trial).
Ensure smooth onboarding with automated email sequences.
Integrate Stripe for subscription billing.
Key Processes & Features
✅ Phase 1: Workflow & Contract Signing Automation
1
Pipeline Trigger Setup
Tools Used: GoHighLevel
I configured workflows that trigger when a lead moves into a specific pipeline stage.
2
Contract Signing Automation
Tools Used: GoHighLevel Native Contracts, Email Automation
Designed automated workflows that send contracts to leads for e-signature immediately after pipeline stage change.
3
Notifications & Follow-ups
Tools Used: GoHighLevel Workflows, Email/SMS
Automatic reminders and internal notifications for the team when contracts are sent, viewed, or signed.
✅ Phase 2: SaaS Funnel + Automation
1
Funnel & Checkout Design
Tools Used: GoHighLevel Funnel Builder, SaaS Configurator
Built a two-step funnel (popup form + Stripe checkout). Users select a plan (monthly/yearly), add card details, and activate a 7-day free trial.
2
Stripe & SaaS Configurator Integration
Tools Used: GoHighLevel SaaS Configurator, Stripe
Imported Stripe products into the sub-account and connected them to SaaS Configurator for automatic sub-account creation after purchase.
3
Onboarding Email Sequence
Tools Used: GoHighLevel Workflows, Email Builder
Created a 7-day onboarding sequence triggered after account creation, guiding users through setup, features, and support.
4
Payment Failure Workflow
Tools Used: GoHighLevel Workflows, Stripe Integration
Designed automation that notifies users of failed payments, sends retry instructions, and escalates to support if unresolved.
Results
Phase 1: Reduced manual workload by automating contract sending and follow-ups. Faster turnaround from lead to signed contract.
Phase 2: Delivered a functional SaaS funnel with trial management, automated onboarding, and integrated billing — setting the foundation for client’s SaaS business.
Screenshots
Client Review
Very good, fast, and efficient delivery of an Asana setup. Responsive to feedback and changes needed. We were impressed.
Conclusion
Through a two-phase approach, I helped the client streamline internal workflows and launch their SaaS model. The first phase improved lead management with contract automation, while the second phase delivered a complete SaaS funnel with billing and onboarding automation. Together, these projects showcase how GoHighLevel can be leveraged for both internal process optimization and client-facing SaaS delivery.
Project Information
Clients: Jakub Kastil
Category: CRM, Automation
Services: Gohighlevel – Saas Funnel & Automation Setup
Skills Used: Workflow Design, Automation Setup, Funnel Design, Payment method congfiguration
Technologies Used: Gohighlevel
Duration: < 4 Weeks
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