Property Consultancy – GoHighLevel Setup Case Study & Workflows

A property consultancy approached us, struggling to scale their client acquisition process. Their existing website functioned more like an online brochure than a sales tool.

GHL Platform Setup Case Study Lead Segmentation
Mortgage

The Challenge

A property consultancy approached us, struggling to scale their client acquisition process. Their existing website functioned more like an online brochure than a sales tool. Static pages, no lead capture system, and no clear journey for prospects. The team often relied on cold outreach and paid ads without a structured follow-up process. Inquiries that did come in were manually recorded, and many went cold because they weren’t nurtured quickly enough.

They wanted to leverage their strong portfolio of successful projects and case studies, but had no automated way of showcasing these to potential clients. Their leadership knew that without a proper system to engage, qualify, and convert leads, they were leaving significant revenue on the table.

Our Solution

We implemented a full GoHighLevel setup designed to showcase their expertise while driving more conversions from every website visit.

GHL Platform Setup & Branding: Built a fully branded GHL account with their domain, logo, and customised colour scheme for a consistent, professional image.

Case Study Pages: Created dedicated high-impact case study pages highlighting completed property projects, each optimised for SEO and lead generation. These pages included embedded forms and “Request a Consultation” CTAs to convert visitors immediately.

Automated Workflows: Designed tailored workflows triggered by interactions with case study pages, property listings, or inquiry forms. Prospects received relevant follow-up emails, project brochures, and appointment booking links automatically.

Lead Segmentation: Implemented tagging and scoring systems to classify leads by property type interest, budget range, and urgency, allowing the sales team to focus on high-value prospects first.

Analytics & Tracking: Set up dashboards to monitor page visits, lead flow, and conversion rates, enabling continuous optimisation.

Results Achieved

The transformation exceeded expectations:

400% increase in leads within the first 90 days.

Consultation requests quadrupled, with many coming directly from case study pages.

The automated workflows reduced manual follow-up tasks by over 60%, freeing the sales team to spend more time on negotiations and client meetings.

The company’s website shifted from a passive online presence to a high-performing conversion engine.

Today, their property business enjoys a steady pipeline of qualified leads, all driven by a GHL-powered system that works around the clock, turning casual browsers into serious buyers.

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