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CRM · Financial advisory · 2026 · In production
Full GoHighLevel setup + website for a financial advisory
Contacts migrated and segmented, pipelines, booking calendars with branded emails, plus the site and landing page.
- 120contacts classified
- 2pipelines
- 10branded emails
What it includes
- 120 contacts classified
- 2 pipelines, 2 calendars
- 10 branded booking emails
Built with
- GoHighLevel
- Cloudflare Pages
- Google Workspace
What the client said
“His work was excellent. The site he built and designed is great and in very good taste, and he followed my guidelines and corrections. The rest of the GHL implementation was very good too. A pleasure to work with him.”
Need something like this?
Tell me your problem: within 24 h I’ll write back what to do, how long it takes and what it costs. No calls.
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