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GOHIGHLEVEL & MONDAY Case Study

Connecting 1,723 Service-Business Leads to Automated Follow-Up USA · Service Businesses · Monday · GoHighLevel

Rooftech can spend heavily on Facebook Ads, Google Ads, landing pages, and call campaigns, then lose leads because follow-up is slow or inconsistent. I built connected GoHighLevel workflows that captured incoming leads from forms and calls, routed them into a central system, and created a clearer response path for the team.

LEAD AUTOMATION USA Based Service Businesses Lead Automation Optimization 2 Years
Connecting 1,723 Service-Business Leads to Automated Follow-Up

Results at a glance

+1,723

Lead workflow enrolments shown

+544

Incoming-call workflow enrolments

+481

Google Ads phone-call workflow enrolments

+398

Facebook-form workflow enrolments

The Challenge

Rooftech received enquiries from Facebook lead forms, Google Ads phone calls, incoming calls, and website forms. Each source could create a separate follow-up problem: missed calls, slow response, duplicate contacts, unassigned leads, and no clear record of where enquiries came from. The challenge was not simply generating more leads. It was creating one operating system that captured every meaningful enquiry, assigned the right next step, and made campaign performance easier to review.

The Strategy

Keyword & Search Intent Research

Identified what the target audience was actually searching for, and matched video topics to real search demand instead of guesswork.

Title, Description & Metadata Optimization

Rebuilt titles, descriptions, and tags around search and discovery, so YouTube's algorithm could correctly categorize and surface each video.

Retention-Focused Structuring

Adjusted pacing and structure of new uploads to hold watch time longer, since watch time directly drives recommendation reach.

Performance Tracking & Iteration

Set up a simple system to track which videos and formats performed best, so future content could double down on what worked.

What I Did

Set up and maintained GoHighLevel workflows for Facebook forms, Google Ads phone calls, inbound calls, and website forms. Configured lead-source capture, contact enrolment, tags, routing logic, and follow-up paths. Reviewed Facebook Ads account issues and documented optimisation recommendations. Identified learning-limited ad delivery and recommended creative-format testing. Managed campaign-analysis and client-action tickets through Monday.com. Supported US service-business lead operations across multiple client accounts.

The Results

The completed workflow system showed 1,723 total enrolments across five visible GoHighLevel lead-automation workflows. This included 544 incoming-call enrolments, 481 Google Ads phone-call conversion enrolments, 398 Facebook-form enrolments, and 300 website-form enrolments across two website workflows. Instead of treating calls and form fills as disconnected events, the system created a measurable path from lead source to CRM workflow and follow-up action.

Why Choose Me

Ads and Automation in One Workflow

I understand that the job does not end when Facebook or Google generates an enquiry. I connect campaign sources, conversion paths, CRM workflows, and follow-up activity.

Calls Are Treated as Leads

Incoming calls and Google Ads call conversions are captured as operational data not left outside the CRM where follow-up becomes inconsistent.

A Repeatable System, Not a One-Time Fix

The SEO and content framework is built to keep working after the engagement ends, not just for the 90 days measured here.

Practical GoHighLevel & Monday Setup

I build workflows around real business actions: form submitted, call received, enquiry created, team notified, follow-up due, or lead moved to the next stage.

Paid Media Troubleshooting

I can review Meta Ads delivery problems, identify risks such as learning-limited ads, and recommend practical testing actions instead of only reporting numbers.

Measurable System Activity

The system shows 1,723 workflow enrolments across Facebook forms, phone calls, and website-form sources clear evidence that the lead pipelines were active.

Screenshot at Sep 16 23-02-55
Go High Level

Tools and Technology

  • GoHighLevel
  • Meta Ads Manager
  • Google Ads
  • Monday.com
  • Facebook Lead Forms
  • Google Tag Manager
  • Google Analytics 4
  • Landing Pages
  • SMS and Email Automation

Automate the Work That Slows You Down

Tell us which parts of your business you want automated and we will map out what AI can realistically take off your plate.

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Signs Your Lead System Is Costing You Jobs

If an enquiry arrives but does not receive a fast, organised response, the money spent to generate it may already be wasted.

  • Calls Are Not Logged

    Customers call, but the call is not attached to a contact record, ad source, task, or clear follow-up action.

  • Facebook Leads Go Cold

    Lead forms are submitted, but no immediate confirmation, staff alert, or timed follow-up sequence starts.

  • Website Forms Stay in Email

    Website enquiries go to a shared inbox, where they can be overlooked, delayed, or handled without pipeline visibility.

  • No One Owns the Lead

    A lead arrives, but there is no assigned team member, due date, qualification status, or next action.

  • Ads and CRM Are Disconnected

    Paid campaigns run separately from the sales process, so it is difficult to understand whether leads are contacted, qualified, booked, or lost.

  • Campaign Issues Are Found Too Late

    Ad performance problems such as learning-limited delivery are not reviewed quickly enough to test new creative, audiences, or campaign approaches.

Quote highlight

“A paid lead is not a result until the right person knows about it, responds quickly, and has a clear next action.”

LEAD AUTOMATION · CRM WORKFLOWS · FACEBOOK ADS · GOOGLE ADS · SERVICE BUSINESS GROWTH

Frequently Asked Questions

Answers to common questions about our expertise and project process.

The workflows were built for US service-business lead operations, including businesses that receive enquiries from Facebook Ads, Google Ads, phone calls, landing pages, and website forms.

The lead-automation system was built in GoHighLevel.

The screenshots show 1,723 total enrolments across five visible workflows.

The visible workflows covered Facebook lead forms, Google Ads phone-call conversions, incoming calls, and two website-form pathways.

The Incoming Call workflow showed 544 enrolments, followed by Google Ads Phone Call Conversions with 481 enrolments.

Yes. The Monday.com screenshot shows Facebook Ads account analysis, delivery reviews, and optimisation recommendations alongside the GoHighLevel workflow work.

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