Synthetic delivery proof · CRM migration and automation

Make the GHL build
operable from day one.

A short implementation slice for a CRM transfer, lead tracking, workflows, and a live operating dashboard—built around a testable handoff rather than a pile of disconnected automations.

GHLCRM migrationWorkflow QALead reporting
01

Migration control sheet

source → target → verification
Source record
GHL destination
Release check
Contact + consent
Contact fields + tags
Exact match / duplicates reviewed
Lifecycle status
Pipeline stage
Stage history retained
Owner + routing rule
Assigned user / round robin
Fallback owner tested
Campaign attribution
Custom fields + opportunity
Reporting source visible
02

Workflow release map

one trigger, explicit exits
Trigger

New qualified lead enters

→
Guardrails

Deduplicate · consent · owner

→
Actions

Tag · task · sequence · stage

→
Exit test

Booked, replied, or disqualified

Expected: one contact, correct owner, one sequence enrollment, and visible reporting.
03

Live dashboard contract

  • Lead volume by source and owner
  • Pipeline movement and stale opportunities
  • Speed-to-lead and appointment conversion
  • Workflow exceptions and failed handoffs

First $475 phase

Inventory, build, QA, handoff.

Map the existing CRM, implement an agreed priority pipeline/workflow slice, validate edge cases, and leave a readable operating runbook.

Directly comparable work: HoneyBook → GoHighLevel integration for a hair salon, plus guarded Stripe/GHL operational workflows. This page is a synthetic project proof, not a claim of the client’s existing build.