GoHighLevel Setup, Done Right, for Small Businesses

or call (830) 302-3193

Leads call and never hear back.

Missed-call text-back, speed-to-lead automation, A2P 10DLC compliance, and calendars with confirmations so every lead is answered in seconds, even after hours.

Your CRM exists but no one trusts it.

Account setup, snapshot install tailored to your trade, migration off HubSpot, Keap, Salesforce, or spreadsheets, and pipeline cleanup so stages, tags, and automations match how your team really operates.

You can't tell what marketing is actually working.

Lead follow-up and nurture sequences, reputation and review automation tied to your Google Business Profile, and reporting dashboards that show lead source, booked revenue, and what's stalling.

Who this is for

A CRM for contractors and small businesses that have outgrown spreadsheets and duct-taped tools but cannot afford a Salesforce admin.

• Small businesses doing $500K to $10M in revenue
• Home service contractors: roofing, HVAC, plumbing, electrical, landscaping, pest control, pool
• Healthcare practices: chiropractic, dental, med spas
• Professional services: law firms, accounting, agencies
• Teams of 2 to 50 that are growing faster than their systems
• Businesses currently on GoHighLevel that are not getting results

What PointWake configures

The full all-in-one CRM and marketing automation platform, tuned to your trade.

• CRM, contacts, opportunities, custom fields, and tag taxonomy
• Sales pipelines that match how your team actually sells
• Calendars, booking links, buffers, and round-robin routing
• Missed call text back and 60-second SMS on every web inquiry
• Lead follow-up, nurture, and reactivation sequences
• Review and reputation automation tied to your Google Business Profile
• A2P 10DLC registration and SMS deliverability
• Reporting dashboards: lead source, booked revenue, pipeline velocity
• Integrations with Jobber, Housecall Pro, ServiceTitan, QuickBooks, and n8n
• Optional AI layer: AI receptionist, smart follow-up, Claude-powered workflows

PointWake CRM Access

$99/month

Access the PointWake CRM, proven snapshots and setup guidance while operating the system yourself. This plan is designed for businesses that want PointWake's software and workflow foundation without ongoing managed support.

• PointWake CRM software
• Templates and snapshots
• Snapshot installation
• Basic setup guidance
• Self-service and AI support
• First live month included

You are responsible for operating, maintaining and optimizing the system. Custom workflows, migrations, integrations and hands-on technical work are quoted separately.

Month-to-month.

Managed CRM Support

starting at $297/month

Get PointWake CRM access, snapshots, assisted setup and ongoing technical support by email and text. Every plan is customized according to the systems, workflows and level of support your business needs.

• PointWake CRM software
• Templates and snapshots
• Assisted snapshot setup
• Email and text technical support
• Troubleshooting and ongoing system assistance
• Customized support scope
• First live month included

Setup support covers the installation and basic configuration of existing PointWake snapshots. Custom workflows, data migrations, third-party integrations and major customization require a separate build-out quote.

Managed plans that include assisted setup require an initial three-month commitment.

White-Glove CRM Management

starting at $597/month

Personalized CRM management for businesses that want PointWake actively involved in supporting, maintaining and improving their system. Every White-Glove plan is custom quoted based on the workflows, integrations, support requirements and desired level of involvement.

• Everything in Managed CRM Support
• Personalized technical-support plan
• Priority email and text support
• Priority live technical support
• Proactive workflow monitoring
• Ongoing system optimization
• Workflow updates within contracted scope
• Scheduled system reviews
• Preferred pricing outside monthly scope

Potential inclusions above are examples and depend on the custom proposal. Every White-Glove engagement is scoped individually.

Custom terms are listed in the customer's proposal.

Broken workflows and orphaned automations

Zapier bandaids, deprecated triggers, automations firing twice, or pipelines with ghost stages nobody uses. We map what is actually running, kill the noise, and rebuild the flows that matter against a written workflow.

Migrations from Keap, HubSpot, HighLevel resellers, or spreadsheets

Contact hygiene, deduping, tag and custom-field mapping, historical opportunity data, and staged cutover so calls and follow-up do not go dark on switch day.

Calendars that double-book and no-show

Round-robin logic, buffer times, service-type routing, confirmation and reminder cadences, and rescheduling links wired to the right owner.

A2P 10DLC and email deliverability

Brand and campaign registration, throughput sanity, opt-in/opt-out compliance, sender reputation, DKIM/SPF, and message templates that will not get filtered.

QuickBooks, Stripe, and invoicing data flow (with cautions)

GoHighLevel can talk to QuickBooks and Stripe through paid integrations, but the data flow is not two-way for every field. We map exactly what syncs, what does not, and where a human still needs to reconcile so your books stay clean.

Staff training and adoption

Most GoHighLevel rescues fail on adoption, not configuration. We write role-specific SOPs, record short Loom walkthroughs, and run one training session per role so intake, sales, and admin actually use the system.

Do you work with my existing GoHighLevel account?

Yes. We review your current setup, clean up pipelines, automations, tags, and calendars, and rebuild the parts that aren't working, without starting from scratch unless it's truly faster.

Can you migrate us to GoHighLevel from another CRM?

Yes. We migrate from HubSpot, Keap, Salesforce, spreadsheets, or other tools, preserving your contacts, history, and follow-up so nothing falls through during the switch.

Do you install GoHighLevel snapshots?

Yes, but we customize them to your trade and workflow. A raw snapshot dumped into your account creates clutter; we tailor it so it actually fits how you operate.

Can you handle A2P 10DLC registration and texting deliverability?

Yes. We register your business for A2P 10DLC and configure messaging so your texts are compliant and actually get delivered.

Do we need AI right away with GoHighLevel?

No. We're operations-first. We get the GoHighLevel workflow clean and owned, then add AI (like AI voice agents or smart follow-up) only where it clearly saves time or recovers revenue.

How much does GoHighLevel consulting cost?

If you already know what you need, PointWake scopes and quotes the setup directly. If the real bottleneck is unclear, we recommend starting with a Workflow Growth Plan, and the fee is credited toward the build if we implement it.

Do I own the GoHighLevel account and data?

Yes. The account, contacts, automations, phone numbers, and history are yours. We configure and manage the system on your behalf, but everything sits in your sub-account and can be exported or handed off at any time.

How long does a PointWake-managed GoHighLevel setup take?

Most small businesses are live in days, not weeks. We document the workflow, then build the smallest set of pipelines, automations, and calendars that fixes the biggest revenue leak, and tune from there.

What is CRM marketing automation?

CRM marketing automation combines your customer database with automated marketing actions, so contact records and outreach live in one system instead of two disconnected tools. In practice it means a lead is captured in the CRM and immediately entered into the right text and email follow-up, with every response tracked against that contact. GoHighLevel is the platform PointWake uses to run CRM marketing automation for small businesses.

or call (830) 302-3193