GoHighLevel setup, automations and funnels
Botlery sets up and automates GoHighLevel for small businesses worldwide: account and CRM setup, pipelines and custom fields, workflows for follow-up, reminders and review requests, funnels and forms, calendars, and importing your existing contacts. You tell us how leads reach you and what should happen next, we send a free fixed-price quote, build it in your account, and you pay once you have tested it.
What we set up in GoHighLevel
- Account and CRM setup. Business profile, custom fields and custom values, tags that mean one thing each, user roles, and your contacts imported from a spreadsheet or another CRM with duplicates merged.
- Pipelines. Stages that match how you actually sell, with opportunities created automatically when a form is filled in, a call comes in or an appointment is booked.
- Workflows. Instant replies to new leads by SMS and email, appointment confirmations and reminders, no-show follow-ups, nurture sequences for leads who are not ready yet, review requests after a finished job, and internal notifications and tasks.
- Funnels, websites and forms. Landing pages, booking and quote forms, thank-you pages and the tracking that ties them to your pipeline.
- Calendars. Calendars per service or team member, buffers and availability rules, round-robin assignment, and a connection to Google or Outlook calendars.
- Integrations. Webhooks from your other tools, Zapier or Make where GoHighLevel has no native connection, and leads from a Botlery AI agent.
- Audits of existing setups. Workflows that fire twice, triggers that stopped working, tags that contradict each other, and pipelines nobody updates.
Three example workflows
1. New lead to booked appointment
A form or ad lead creates the contact and an opportunity in “New lead”. They get an SMS and email straight away with your booking link. If they have not booked within a day, a reminder goes out; after a few attempts the opportunity moves to “Nurture”. When they book, it moves to “Booked” and confirmations and reminders take over.
2. After the job
When you mark an opportunity “Completed”, the customer gets a thank-you message and, a day later, a request to leave a review with a direct link, plus one gentle reminder if they have not.
3. Missed calls
GoHighLevel can text back a caller you missed and create the contact, so the conversation continues by message. If you would rather the call were answered in the first place, a Botlery AI phone agent answers, quotes and books, and its leads can be passed into GoHighLevel.
Things to know before you start
Your GoHighLevel subscription is between you and HighLevel, and so is usage such as SMS, calls and email sent through the platform. Texting rules differ by country: in the United States, for example, business texting needs A2P 10DLC registration, and other countries have their own sender rules. Registration has to be approved before bulk messages go out; we help you prepare it, but approval sits with the carriers. If you run an agency on GoHighLevel, we can build a set of workflows once so you can reuse it across client accounts as a snapshot.
What you will need to provide
- Access to your GoHighLevel account or sub-account as an admin user.
- The steps a lead goes through today, from first contact to paid, and who does what.
- Your message wording, or approval of drafts we write in your voice.
- A contact export from your current system, if you are moving over.
- Your phone number, sending domain and brand details for funnels.
How it works
- Tell us how leads reach you. Through the contact form, hello@botlery.com or Upwork.
- Get a free fixed-price quote listing the pipelines, workflows, funnels and imports included.
- We build it in your account with workflows switched off or pointed at test contacts.
- You test it as a customer would: fill in the form, book, miss the appointment, and check every message.
- You pay once it works. Everything stays in your GoHighLevel account, with a note on what each workflow does.
Pricing
What GoHighLevel setup and automation costs
Free fixed-price quote
Every GoHighLevel project is quoted as one fixed price once we know your process and what needs building or fixing. You know the full cost before work starts and nothing is paid up front. Your GoHighLevel subscription and messaging usage are paid by you to HighLevel directly.
Get a free quoteFrequently asked questions
What GoHighLevel work does Botlery do?
Botlery handles the practical build work inside GoHighLevel for small businesses and the agencies that serve them. That covers setting up an account or sub-account from scratch, designing pipelines that match how you sell, creating custom fields, tags and user roles, and importing contacts from spreadsheets or another CRM. It covers workflows: instant replies to new leads, appointment confirmations and reminders, no-show follow-ups, nurture sequences, review requests and internal notifications. It covers funnels, landing pages and forms, calendars with the right availability rules, and connections to other tools through webhooks, Zapier or Make. We also audit existing GoHighLevel setups where workflows fire twice, triggers have stopped or nobody trusts the pipeline. Each project gets a free fixed-price quote listing exactly what is included, and you test everything before paying.
How much does GoHighLevel setup cost with Botlery?
Botlery quotes GoHighLevel work as one fixed price per project, and the quote is free. A single follow-up workflow or a funnel page is a small job, while a full setup with several pipelines, a dozen workflows, calendars, a funnel and a contact migration is far larger, so one headline price would not tell you much. Once you describe how leads reach you and what should happen next, we send a written scope listing the pipelines, workflows, funnels and imports included, with one fixed price. Nothing is paid up front: we build it in your account, you test it as a customer would, and you pay once it works as agreed. Your GoHighLevel subscription and messaging usage are separate and paid to HighLevel directly. Through Upwork, the same quote becomes a fixed-price contract protected by Upwork's escrow.
Do I need my own GoHighLevel account for Botlery to set it up?
Yes. Botlery builds inside a GoHighLevel account that you own, either your own subscription or a sub-account provided by an agency you work with, and you invite us as a user for the duration of the build. We do not resell GoHighLevel or keep your business on an account of ours, because that would make you dependent on us for access to your own customer data. Owning the account means your contacts, pipelines, workflows and funnels stay with you, and you can remove our access at handover. If you do not have GoHighLevel yet, we can talk through whether it is the right tool before you sign up: for some small businesses a simpler CRM, or a Google Sheet with a few automations, does the job for less, and we will say so when that is the case.
Can Botlery move my contacts and pipeline into GoHighLevel?
Yes. Botlery migrates contacts and open deals into GoHighLevel from spreadsheets and from other CRMs that can export data. The work is mostly preparation: cleaning the export, merging duplicates, standardising phone numbers so texting works, mapping old fields to GoHighLevel custom fields, and converting old statuses or labels into tags and pipeline stages that make sense. We import a small test batch first so you can check how records look before the full import. Notes and history can often be carried over as well, depending on what your old system exports. Before any automated messages are switched on for imported contacts, we agree with you who should receive what, so nobody gets an unexpected text from a business they last spoke to years ago. The migration is part of the free fixed-price quote.
Can a Botlery AI phone agent or chatbot send leads into GoHighLevel?
Yes, as an addition to the agent. Every Botlery AI chatbot, voice agent and phone agent already saves each lead to a Google Sheet and emails the owner. Getting those leads into GoHighLevel is a small integration on top: a workflow picks up each new lead and creates or updates the contact in GoHighLevel, adds it to the right pipeline stage and starts your usual follow-up, whether through a webhook or a Zapier or Make step. This is quoted separately, free and fixed-price like all our automation work, because it depends on your GoHighLevel setup. The combination works well for businesses that miss calls: the AI phone agent answers and books around the clock, and GoHighLevel handles the follow-up, reminders and review requests afterwards.
Get GoHighLevel working the way you sell
Tell us how leads reach you and what should happen next. We will reply with a free fixed-price quote.
Rohail Nisar, Botlery’s founder, is Top Rated on Upwork with 100% Job Success.