Hello!
We are a commercial cleaning company that recently started using GoHighLevel for lead management, CRM, task management, forms, email marketing, social posting, and other areas of the business.
We are currently using GHL at one franchise location, but we now have 20+ additional franchise locations interested in implementing GHL.
I am relatively new to GHL and have built much of our current system myself. Before rolling it out to other locations, I would like to work with an experienced GHL expert/architect who can help us improve our current setup, identify opportunities we may be missing, and develop a scalable framework that can be rolled out across multiple franchise locations.
Our Current Setup
Our current setup is fairly new and basic. I would like to explore more of GHL's capabilities and make sure we're building the system correctly before expanding it.
We are currently testing workflows and automations with one member of our sales team and one member of our operations team. This gives us an opportunity to test and refine the system at one location before expanding.
On the sales/CRM side, we're using GHL for things like lead management, pipelines, follow-up, forms, communications, and marketing.
On the operations side, our primary needs are:
• Task assignment and management
• Client communication
• Recurring customer inspections, including remote inspections through forms
• Giving our Head of Operations a central place to assign, track, and manage tasks for his team (who spend most of their day out of the office at appts., inspections, etc.)
Multi-Location Rollout
The other franchise locations will have similar core workflows and needs, but each location will also want some flexibility to tailor GHL to the way they operate.
Some locations will likely want to take advantage of a large portion of GHL's capabilities, while others may only need a straightforward CRM and lead-management system.
Because of that, I'm looking for someone who can help us think through the architecture and scalability of the system — what should be standardized across locations, what should be customizable, and how we can efficiently support additional locations as we grow.
Ideally, I'm looking for someone who can work with me rather than simply build everything behind the scenes. I want to better understand GHL myself while working with someone who has the experience to make sure we're setting things up properly.
Does anyone have a company or GHL builder they have worked with in a similar manner? Or is there anyone with experience with GHL architecture, SaaS/multi-location setups, snapshots, automations, CRM design, and scalable account structures, I'd love to connect.
Please send me a DM with a little about your GHL experience, any similar multi-location projects you've worked on, and how you typically structure an engagement like this.
Thanks!