My role
What I set up.
I configured the quote form, organised the contact fields, defined the pipeline stages, and built the workflows. The sample submissions, messages, and execution logs show how the setup was tested.
Selected work / 01 — Power Print
I built Power Print’s quote-to-production setup in GoHighLevel. Here’s how one sample request moves from a form to the people, stages, and updates that follow.
01 The challenge
Five hundred flyers, glossy paper, next Friday. The form captures the ask. The next job is making sure those details reach the right place. I mapped this build around one question: who picks this up next?
02 The build
I connected the form, contact record, pipeline, and workflows in GoHighLevel. Follow the four handoffs below to see what I configured at each one. The team still handles the quote, approval, and production decisions.
Customer journey / pipeline
I set up seven stages for the route from a new request to a completed order. If a quote doesn’t go ahead, a separate closed / lost path stops the follow-up.
03 The proof
These are the 44 screens from the build: forms, sample records, messages, and workflow logs. Open a section, then select any image for a closer look.
My role
I configured the quote form, organised the contact fields, defined the pipeline stages, and built the workflows. The sample submissions, messages, and execution logs show how the setup was tested.
What I would improve next
04 The result
The build gives each request a contact record, a pipeline stage, and a set of follow-up actions. You can trace that setup through the sample records and workflow logs above.
I configured messages for the request, quote follow-up, production, collection, and final thank-you.
The contact record holds the request. The pipeline shows its stage. Internal tasks mark the next handoff.
Completed orders and lost quotes have their own paths, so the follow-up can end at the right point.
This case study documents the configuration and sample tests. Live business results haven’t been measured.
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