GoHighLevel CRM setup
One account for your business that holds every contact, conversation, call and appointment. We build it around how you actually sell, not a generic template.
The foundationLead generation only pays off when somebody answers the lead, so we build the systems that answer, qualify, book and follow up with every call, chat and form your marketing brings in. Everything runs inside a GoHighLevel CRM we set up for your business, and your team steps in when a real person is needed.
Every call, chat and form becomes a record like this, with its source attached, before anyone on your staff touches it.
You already pay for leads, whether that is a Google Ads budget, months of SEO work, or the referrals you earned over years. Then the phone rings while your office manager is with a customer. A form comes in at 7:30 at night and sits in an inbox until morning. Someone calls back the next day, gets voicemail, and the lead quietly goes to the next company on the list.
The other half of the problem eats your payroll. Your staff spends the morning on calls from people outside your service area, people shopping for a service you do not offer, and people who only wanted a price and will never book. Every one of those calls takes the same time as a real customer, and nobody tracks which ones were worth it.
A lead generation system sits between your marketing and your team. It answers when you cannot, asks the qualifying questions you would ask, books the good ones onto your calendar, and keeps following up with the ones who were not ready yet. Your team gets fewer, better conversations and a clear record of where every customer came from.
A homeowner calls your business on a weeknight after your office has closed. Step through what happens to that same lead with no system in place, and with the system we build.
The office is closed, so the call goes to a general voicemail box. A caller who does not want to leave a message simply hangs up, and nothing records that the call ever happened.
Set up to introduce itself as your business's AI assistant, the agent asks what the caller needs and where the job is, and checks it against the services and area you gave it. The tracked number has already logged which ad or listing produced the call.
Design ME Marketing is a GoHighLevel reseller, and we run the same tools on our own business. We set up the parts you need and connect them, so a lead moves from first contact to booked job without falling through a gap between apps.
One account for your business that holds every contact, conversation, call and appointment. We build it around how you actually sell, not a generic template.
The foundationAn agent that answers calls, can tell callers up front that it is an AI assistant, asks your qualifying questions, and books appointments. Calls it cannot handle go to your team.
Answers every callChat on your website that asks for name, phone and email before the conversation starts, so a visitor who leaves mid-chat is still a lead you can call.
No anonymous chatsTexts and emails that go out on a schedule you approve after a form, a quote or a missed appointment, and stop as soon as the person replies.
Nobody forgetsWhen a call does go unanswered, the CRM can send the caller a text right away so the conversation keeps going instead of ending at voicemail.
Built into the CRMTracked numbers show which ad, listing or page produced each call, so you can see which marketing brings in customers and which only spends money.
Know the sourceA request for a Google review goes out when a job is marked complete. It feeds straight into our reputation management work.
Asks every customerEvery lead sits in a stage, from new to contacted to booked to won, so you can see at a glance what is waiting on your team and what is stuck.
One view of every dealLeads by source, appointments booked and pipeline value in one dashboard, next to the search reporting you already get from us.
Plain numbersWe recommend setting the voice agent to tell callers up front that they are speaking with an AI assistant. Your customers are not fooled, nobody feels tricked when they find out, and the agent can get straight to what the caller needs.
From there the agent works from instructions we write with you: the services you offer, the towns you cover, the questions that separate a real job from a tire-kicker, and the point where a person should take over. A caller who fits gets offered an appointment on your calendar. A caller who does not fit gets a polite answer, and your staff never has to take the call.
The chat asks for a name, phone number and email before it answers anything. That one rule turns a browsing visitor into a contact in your CRM, and it is the same setup the chat on this site uses. If the visitor closes the tab halfway through, your team still has someone to call.
AI assistantThanks for calling. I'm the AI assistant for the office, and I can help you get an appointment on the schedule. What can we help you with today?
CallerI need someone to come out and give me an estimate.
AI assistantHappy to set that up. What kind of property is it, and what's the best number to reach you?
CallerIt's a house. This number is fine.
AI assistantThanks. I have openings Thursday morning or Friday afternoon. Which works better?
An illustration of the pattern. Your agent's wording, questions and handoff rules are written for your business.
Automation takes the repetitive first steps off your staff. It does not replace the people who close the sale and do the work. Here is where the line usually sits.
| Moment | The system handles | Your team handles |
|---|---|---|
| First contact | Answering calls and chats, collecting contact details, logging the source | Calls the agent hands off, and any caller who asks for a person |
| Qualifying | Asking the questions you set: service needed, location, timing | Judgment calls on jobs outside the usual |
| Booking | Offering open times and placing the appointment on your calendar | Showing up and running the estimate or consultation |
| Follow-up | Scheduled texts and emails after quotes, forms and missed calls | The personal call when a lead replies or a quote is large |
| After the job | Sending the review request and updating the pipeline | Responding to reviews, with our help if you want it |
| Reporting | Counting leads, bookings and sources automatically | Deciding where the next marketing dollar goes |
A follow-up system does not create demand on its own. It makes the leads you already get worth more. It pairs best with a steady traffic source, and we manage those too, so one team can build the ads, the pages and the system that answers them.
John and his team have been incredible from the start. Knowledgeable and caring above my expectations. Starting this company from nothing wasn’t easy, design me marketing helped me put all the pieces together with ease.
Want to hear one before you decide? Call 631-612-6976 and ask us to walk you through a setup.
Current voice agents speak in full, natural sentences and respond to what the caller actually says, which is a long way from the old press-one phone menus. They are still software, and some callers will notice. That is one reason we recommend setting the agent to say up front that it is an AI assistant, so the conversation starts honest.
They can. We recommend the agent identify itself as AI at the start of the call. If a caller would rather speak with a person, the agent can take a message or pass the call to your team based on the rules you set.
Yes. Booking is one of the main jobs of a lead generation system. The agent offers open times from the calendar in your GoHighLevel CRM and places the appointment there, so your team sees it with the caller's details and the notes from the conversation.
Your leads, conversations and appointments are stored in the GoHighLevel CRM account set up for your business. Ask us on the first call what gets collected, who on your team can see it and how it is used, and you will get a straight answer. If your industry has specific privacy requirements, raise them early so we can tell you plainly what the platform can and cannot do.
An answering service takes a message and passes it along. Our lead generation system books the appointment, starts the follow-up and records where the lead came from. For Long Island businesses already spending on ads or SEO, that record shows which marketing pays for itself.
Tell us how calls, forms and chats reach your business today. We will show you where they go cold and which parts of a system would fix it, with no package you do not need.
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