Onboarding System
To develop an AI-driven CRM automation system using Go High Level integrated with a WhatsApp chatbot, streamlining client onboarding, pipeline progression, invoicing, follow-ups, and client Q&A.
Client Onboarding via WhatsApp
Clients are onboarded through an interactive WhatsApp chatbot, collecting essential details and guiding them through the initial setup seamlessly.
Pipeline-Based Automation Triggers
Client status within the CRM pipeline automatically triggers appropriate actions, such as follow-up reminders, or status updates based on predefined workflows.
Invoice Generation
Invoices are generated and sent based on pipeline progression or client milestones, reducing delays and ensuring accurate billing.
Intelligent Follow-Up Sequences
Custom follow-up workflows are triggered based on client interactions or inactivity.
Client Q&A & Management Automation
A WhatsApp chatbot handles common client queries in real time and routes complex inquiries to relevant team members.
GHL + N8N Integration Handling
To extend Go High Level’s limited automation capabilities, N8N was used to power advanced workflows. This setup resolved key challenges:
Triggered Message Detection
N8N captures and filters messages GHL can’t trigger on natively.Custom Automation Routing
Logic flows direct actions based on content, tags, or pipeline stage.Two-Way Sync
N8N updates GHL in real time.Fallback & Redundancy
Error shut off and alert.
Before vs After
Key Results
100%
Automated
Client Onboarding
3x ROI
Bottlenecks Removed
Immediate
Responses
Replies & Follow-Ups
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Work
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