The specs are scattered.
Paper, size, and artwork arrive in separate messages.
← Back to selected workPower Print / GoHighLevel case study
From inquiry to workshop
One request.
Ready for print.
I connected Power Print’s quote forms, customer records, and production handoffs in GoHighLevel. Follow a sample order through the build.
- Pipeline stages
- 07
- Workflows
- 08
- Build & test screens
- 44
01 The challenge
The job can stall
before it starts.
A simple print request passes through several hands. Without a shared record, the details—and the next step—get lost between them.
The quote goes quiet.
An estimate is sent, but the follow-up has no clear owner.
The workshop needs context.
An approval arrives without the full job details attached.
The fix: keep the details with the job.
02 The build
One job record.
Every handoff connected.
Here’s how Emily’s sample flyer request moves from a form to a workshop handoff. Scroll to follow the same order.
POWER PRINTJob record
Sample orderEmily’s
Emily’s
500 flyers.
- Format
- A5 · full color
- Paper
- Gloss art paper
- Quantity
- 500 copies
- Requested by
- Next Friday
01 / Request capturedThe details arrive together.
Print specifications and artwork collected in the quote form.
02 / Record connectedA request with context.
The contact, submitted details, and messages stay connected.
03 / Quote followed upThe next step stays visible.
The quote moves through the pipeline with a follow-up workflow.
04 / Workshop handoffReady for the production team.
Approval triggers the handoff and the next customer update.
Same order. More context at every step.
Start with
the right details.
The quote form collects the print requirements in one submission, then acknowledges the request.
Form → requestGive the request
a shared home.
A customer record brings the submitted details and conversation together for the team.
Request → customer recordKeep the quote
moving.
Pipeline stages show where the job stands. Follow-up workflows prompt the next response.
Record → quote → approvalPass the job on.
Keep the context.
An approved quote triggers the production handoff. Later stages send progress and pickup updates.
Approval → workshopThe complete route
Seven stages. One clear path.
The same record moves from first inquiry to final follow-up.
- 01New request
Capture & acknowledge
- 02Contacted
Review the details
- 03Quote sent
Send & follow up
- 04Approved
Trigger the handoff
- 05In production
Update the customer
- 06Ready for pickup
Send collection details
- 07Completed
Thank & request a review
If the job doesn’t go ahead
The lost-opportunity workflow closes the record and stops the active follow-up sequence.
Next, inspect the screens behind each step.
03 The proof
The Engineering Proof Lab.
44 screens open to inspection.
These are the 44 screens from the build: intake funnels, CRM records, multi-channel conversations, sales pipeline boards, and workflow execution logs. Open a section or select any image to inspect the full configuration.
CURATED ARCHITECTURE HIGHLIGHTS • SCROLL STACK
The 4 Landmark Screens Behind the System
If you don't have time to browse all 44 technical screens below, scroll through these four key configurations that form the core of Power Print's automation engine. Cards stack dynamically as you scroll—click any screen to inspect at full resolution:
Custom Quote Request Form Builder
Eliminating clarification emails before estimating begins
I engineered custom field bindings for paper stock (170gsm Gloss), custom trim dimensions, finishing options, rush deadlines, and direct artwork file uploads. Captures 100% of required specifications up front.
- Validation
- Mandatory Specs & ReCaptcha
- Intake SLA
- < 2m Customer Submission
- Next Event
- Instant Trigger for WF01
Click to zoom
Custom Quote Request Form Builder
Engineered custom field bindings for paper stock, dimensions, turnaround speed, and file uploads. Eliminates back-and-forth emails before estimating starts.
Unified Contact 360 & Auto-Ack
Single customer view with full multi-channel audit trail
Consolidates form submissions, custom order variables, commercial print tags ([Commercial-Print]), and an omnichannel message thread. Demonstrates the sub-60-second automated acknowledgment with quote tracking reference #PP-8492.
- Data Layer
- Single Customer View
- Latency
- < 60s Trigger SLA
- Channel Sync
- SMS & Email Unified
Click to zoom
Unified Contact 360 & Auto-Ack
Single customer record aggregating form specs, SMS threads, and quote status. Demonstrates the sub-60s automated acknowledgment with reference tracking.
7-Stage Sales Pipeline Kanban
Visual deal tracking with automated reminder triggers
Visual state machine tracking active commercial opportunities with monetary values, stage triggers, and automatic expiration timers. Moving deals between columns enforces exit conditions and keeps estimators on track.
- Total Stages
- 07 Monitored Steps
- Follow-Up
- 48h Automated Nudge
- Safety Valve
- Stage 08 Lost Cleanup
Click to zoom
7-Stage Sales Pipeline Kanban
Visual state machine tracking active opportunities with monetary values, stage triggers, and automatic expiration timers. Gives estimators a real-time command center.
WF04: Workshop Production Handoff
Automated job ticket dispatch upon client quote approval
Event-driven workflow listening for quote approval. When Emily taps “Approve Estimate” on mobile, WF04 automatically creates internal shop press tasks, sets due dates, and alerts prepress technicians with zero manual delay.
- Trigger Hook
- Quote Status = Approved
- Handoff SLA
- < 60s Press Dispatch
- Execution
- 100% Audit Logged
Click to zoom
WF04: Workshop Production Handoff
Event-driven workflow triggering when a quote is approved. Automatically assigns shop press tasks, sets due dates, and alerts prepress staff with zero manual handoff.
EXPLORE EVIDENCE FOLDERS • 44-SCREEN ARCHIVE
DIR_01
INTAKE
ARCHIVE // 01
05 SCREENS
Forms & Funnels
Field validation, quote forms, and landing pages.
Inspect Folder
DIR_02
CRM
ARCHIVE // 02
07 SCREENS
Contacts & CRM
Consolidated profiles, thread logs, and client data.
Inspect Folder
DIR_03
PIPELINE
ARCHIVE // 03
12 SCREENS
Sales Pipeline
Kanban stages, opportunity cards, and approvals.
Inspect Folder
DIR_04
LOGIC
ARCHIVE // 04
20 SCREENS
Workflows & Automation
Triggers, shop alerts, execution logs, and routing.
Inspect Folder
ACTIVE FOLDER // 01 FORMS & FUNNELS
05 SCREENS
Drag horizontally to rotate 3D cylinder • Click any screenshot to inspect
Behind the handoff
Built to keep
the work connected.
My scope covered the quote form, CRM setup, pipeline, and automation workflows.
- Capture
- Quote form & confirmation
- Organize
- Customer records & job stages
- Automate
- Follow-ups, handoffs & updates
Implementation details
Clear consent at intake
Print terms and messaging opt-in text belong with the request form.
A defined owner for each request
Routing rules direct quote notifications to the estimating team.
Job details stay with the job
Order-specific fields keep repeat requests separate from the customer’s contact details.
A route for stalled quotes
Follow-up and closeout workflows give unanswered quotes a defined next step.
04 The result
A request becomes
a job the team can follow.
The build connects the customer, the estimator, and the workshop around one visible process.
A clear next step.
Acknowledgements, follow-ups, and pickup updates keep the conversation moving.
Context at handoff.
The job details travel with the approval into the production process.
Work in plain view.
A shared pipeline shows what’s waiting, what’s moving, and what’s complete.
This case study shows the configuration and sample test runs, rather than measured live production outcomes.
Your next chapter
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workflow get stuck?
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