Your CRM is already there. Now let’s make it work for you.

The HighLevel Workflow Suite is designed for business owners who already have an active HighLevel account but need the backend workflows, automations, and client journeys built out properly.

This is not a full HighLevel account setup. We focus specifically on building the systems that help your business onboard clients, manage service processes, follow up consistently, and stay connected without you manually handling every step.

What’s Included

3 Complete Service Onboarding Workflows

We will build up to three individual service workflows based on how clients move through your business.

Each workflow may include:

• Calendar and appointment setup • Registration and intake forms • Agreements or contracts • Pipeline and opportunity stages • Email and SMS communication • Appointment confirmations and reminders • Internal notifications • Tasks and follow up actions • Status based automations • Client progress communication • Completion and follow up workflows

Each workflow represents one defined service or client journey and is customized around the process you provide during onboarding.

2 Email Nurture Campaigns

Receive two automated email nurture campaigns designed around your business and audience.

Nurtures may be used for:

• New leads • Prospective clients • Existing clients • Past clients • Client education • Long term follow up

The purpose is simple. Keep your business communicating even when you are not manually following up.

Birthday Automation

We will create an automated birthday workflow that sends your designated communication to eligible contacts based on the birthday information available within your CRM.

Holiday Automations

Stay connected with your database throughout the year with automated holiday communications.

Your holiday workflows will be configured so your business can consistently acknowledge important holidays without manually scheduling the same messages every year.

Built Around YOUR Process

We are not dropping random automations into your account and calling it a build.

During onboarding, you will provide information about your services, client journey, intake requirements, agreements, communication, pipeline stages, and what should happen throughout each process.

We use that information to structure your workflows around how your business actually operates.

Important Scope Information

The HighLevel Workflow Suite is an automation and workflow build only.

Your HighLevel account must already be active and available for customization.

This package does NOT include:

• Initial HighLevel account setup • Complete CRM account configuration • Business profile setup • Domain or DNS configuration • Email service configuration • Phone system setup • A2P registration • Website or funnel development • Ecommerce or store setup • Product creation • Payment processor setup • Membership or community builds • Contact database cleanup • Full CRM redesign • Services or workflows outside of the package scope

Additional services may be purchased separately when available.

What Counts as One Service Workflow?

One workflow represents one defined service or client journey.

For example, if your business offers bookkeeping, business formation, and credit repair, those may represent three separate onboarding workflows because each service may have its own calendar, intake, agreement, pipeline, communication, tasks, and completion process.

If one service requires multiple substantially different client journeys, pipelines, calendars, intake processes, or automation structures, those may be considered additional workflows.

Before We Build

You will be required to complete an onboarding process and provide the information and materials needed to create your workflows.

This may include your:

• Service processes • Existing intake forms • Agreements and contracts • Calendar requirements • Pipeline stages • Email and SMS content • Existing workflows • Branding information • Client communication requirements

The more clearly you provide your current process, the more accurately we can build the system around your business.

Please Note

Crest Suite Agency builds and configures the workflows included in your selected package. This service does not include ongoing management of your HighLevel account unless separately purchased.

Third party usage costs, including email, SMS, phone, AI, domains, and other HighLevel usage based charges, are not included in the purchase price and remain the responsibility of the account owner.

You already have HighLevel. Now let’s build the workflows that make it make sense.

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