The CRM that follows every family from first contact to inside the course
The GoHighLevel account behind Calm Recruiting Mindset: contacts, conversations, calendar, opportunities, payments and memberships in one place, with tags and automations that move each person along based on what they do.
From problem to solution
- 01 · The challenge
Thomas Anderson's course attracts families and athletes from several fronts: the landing page, the entry quiz, calls and social media.
Without a shared place, each contact stayed in whatever tool it came through, nobody knew who had gone cold and follow up depended on memory.
- 02 · What we did
We set up the GoHighLevel account as the course's operations hub.
Every contact comes in with its source and conversation history, calendar and payments live in the same place and course access is handled through memberships. Tags mark where each person stands, for example who has not replied in a while, and smart lists and automations take care of reactivating, reminding and following up without the team chasing anyone by hand.
How it comes together
Inside the project
Measurable results
Services used on this project
Tech stack used
- GoHighLevel
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