Signature Pools
Facebook leads were reaching GoHighLevel. Nothing structured happened after that. Now every lead moves through a defined pipeline with automated notifications and live reporting.
Signature Pools generates leads through Facebook advertising, and those leads were already flowing into GoHighLevel with the sales team following up manually. What was missing was a structured sales process, automated notifications, standardized handoffs, and reporting outside the CRM.
A business-specific pipeline, automated notifications, and a live Google Sheets reporting sync, built and deployed in one week.
Leads were arriving. Nothing structured happened next.
Facebook leads were successfully entering GoHighLevel, but there was no business-specific pipeline, no automated notifications, no standardized way to hand a qualified lead from caller to sales rep, and no reporting system outside the CRM itself.
No business-specific sales pipeline
Opportunities moved through GoHighLevel without stages that reflected how Signature Pools actually qualifies and closes a lead.
No automated notifications
New leads, email replies, and SMS replies all required someone to notice them manually inside the CRM before follow-up could start.
Manual handoffs between callers and reps
Transferring a qualified lead from the caller to a sales representative depended on direct communication rather than a system that tracked it.
No reporting outside GoHighLevel
Management had no centralized, non-CRM view of lead status, and no reliable way to keep that view synchronized with what was happening inside GHL.
From pipeline redesign to a live reporting sync, in five days.
The build moved from discovery straight through to a tested, deployed system inside a single one-week engagement.
The pipeline mapped to the real sales process
We reviewed the existing lead flow and designed a 15-stage pipeline running from New Lead through Sold, Referred Out, and Disqualified, matching how Signature Pools actually works a lead.
Notifications and lead-transfer workflows built
New lead, hot lead, and Live Transfer notifications were built so the right team member is alerted automatically, and qualified leads move to sales with a single card move instead of a phone call.
Google Sheets synced through Make and tested end to end
Two Make scenarios were built, one to create a new spreadsheet row on lead creation, one to update the correct stage column on every pipeline movement, then tested across creation, movement, notifications, and reporting.
What the team can do now that they could not before.
The project turned a basic lead-collection setup into a structured lead management operation, without adding headcount.
Hot leads get flagged and routed the moment they engage
A reply to a nurture email or SMS automatically moves the opportunity into the Hot Lead stage and notifies the assigned salesperson for immediate follow-up.
Lead transfers no longer depend on manual coordination
Moving a card into Live Transfer/Warm Transfer updates status, notifies the sales rep, and gives management visibility, automatically, every time.
Management can track leads without opening the CRM
The Google Sheets integration keeps a live, synchronized view of every lead and its pipeline stage, reducing manual tracking and administrative work.
Every stage of the customer journey is tracked consistently
From first text to Sold or Disqualified, all 15 stages serve as both a tracking mechanism and an automation trigger, so nothing depends on someone remembering to update a record.
Built to extend without rebuilding the foundation.
The pipeline and integration architecture were built to support more than day-one reporting, with room to grow as Signature Pools' needs do.
