Case study · ScaleWise CFO
Every lead captured. Every call booked. Every follow-up automated.
A lead follow-up and booking system for a finance advisory firm, built on GoHighLevel.
Before
Inquiries sat in a shared inbox until someone had time to reply, so the urgency faded. Nothing separated serious buyers from browsers, and nothing tracked who still needed a follow-up.
What I built
A landing page with a short qualifying form, a CRM pipeline, instant SMS and email replies, automated follow-up, and a booking calendar so prospects schedule their own discovery call.
How a Lead Moves Through the System
Scroll to follow one inquiry from first click to booked call.
Lead captured
The landing page or lead form brings the inquiry in.
Tagged and qualified
The system reads the form and separates serious buyers from browsers.
Instant SMS and email
A reply goes out within minutes, with a link to book.
Team alerted
The team is notified the moment a qualified lead comes in.
The Build
A landing page, a qualifying form, a booking calendar, a pipeline, and the follow-up workflow running underneath. Click any screenshot to enlarge.
Landing page
Gives visitors a clear reason to start an audit inquiry.
Financial clarity snapshot
Shows the payoff of clarity before a prospect books.
Lead capture form
Asks the right questions up front to separate serious buyers from browsers.
Booking calendar
Prospects pick their own time, with no back-and-forth.
Pipeline
Every lead sits in one pipeline, so nobody has to ask who still needs a follow-up.
Automated follow-up
Reads each lead, tags it, and triggers the reply.
“Vhern was instrumental in helping organise and automate our GoHighLevel systems. She built landing pages, configured workflows, and consistently supported our marketing operations with attention to detail and a proactive approach.”
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