Onboarding System
Project Scope
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.
Deliverables
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 in N8N 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
Before Automation
After AI-Powered Workflow
Manual data collection via calls or forms.
WhatsApp bot collects info and syncs with GHL automatically.
Manual stage changes and missed handoffs.
N8N updates GHL stages based on real-time client activity.
Inconsistent reminders and delayed responses.
Automated, follow-ups triggered by client behaviour.
Invoices sent manually, often delayed.
Auto-generated invoices based on pipeline progression.
Team answers repetitive questions manually.
WhatsApp bot handles FAQs and routes edge cases to the team.
Key Results
Efficiency Gains
Reduced Manual Follow-Ups
Automated WhatsApp and email sequences saved hours in repetitive outreach.Faster Onboarding Turnaround
New clients onboarded within minutes via chatbot-led intake.
Workflow Accuracy & Accountability
Pipeline Actions Always Logged
Every stage change, tag, and invoice was tracked in real time.Fewer Missed Tasks
Follow-ups and reminders triggered automatically.
Scalability & Maintainability
Workload Handled Automatically
System scaled with lead volume, no added admin.Zero Tech Disruption
Fully integrated with Go High Level, WhatsApp, and existing business tools.
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