From manual chaos to a fully automated growth engine — in 90 days.
How I designed a complete GoHighLevel automation system for FleetForward Logistics Solutions — covering lead routing, trial onboarding, churn prevention, renewal, and referral — so their team could scale without adding headcount.
The Challenge
Strong product. Broken operations underneath it.
FleetForward had solid product-market fit, a healthy pipeline, and a CEO who knew exactly where things were breaking down. The problem wasn't the product — it was everything surrounding it. Lead follow-up was slow, onboarding was done by hand, and the gap between trial start and paid conversion was leaking revenue every month.
When Daniel Miguel reached out, he summed it up clearly: "Our go-to-market motion is doing too much by hand. In our space, speed and consistency are the difference between closing the deal and watching it stall."
24–48 Hour Lead Response
Inbound leads were sitting in a queue before any rep reached out — a critical window lost in a competitive B2B market.
40% Trial Lapse Rate
4 in 10 trial users never converted to paid. No automated nudge, no urgency sequence, no structured re-engagement.
No Churn Signal Detection
Churn signals were scattered across HubSpot, Zendesk, and Mixpanel. No unified trigger to flag at-risk accounts early.
Reactive Renewal Motion
Renewals were handled manually, too late — usually only when a contract was days from expiry rather than weeks out.
What I Built
A complete automation stack, from first click to referral.
This wasn't a single workflow or a template swap. I designed and documented a full GoHighLevel automation system across every stage of the customer lifecycle — structured around seven professional deliverables.
Business Requirements Summary (BRS)
Discovery call synthesis, gap analysis, SMART goals, and readiness assessment — the strategic foundation everything else was built on.
Marketing Automation Strategy
Full customer journey map, pipeline architecture, tag schema, lead scoring model, and channel direction across TOFU, MOFU, and BOFU.
Integrated Campaign Plan
Per-stage conversion targets, chokepoint analysis, and a phased 90-day implementation roadmap with clear owner and completion criteria for each phase.
GHL Funnel Blueprint
Dual pipeline design (self-serve + enterprise), CRM tag architecture, form naming conventions, custom fields, and landing page specifications.
Landing Page Copy Deck
Full hero, PAS block, benefit bullets, social proof, FAQ, and two CTAs — written in FleetForward's voice, ready for GHL page builder.
Email & SMS Sequence (20 Touchpoints)
Complete multi-workflow sequence covering pre-trial nurture, trial onboarding, conversion urgency, churn save, renewal reminders, and referral asks.
GHL Workflow Specification + Analytics Plan
Production-ready workflow specs with trigger logic, conditional branches, and wait timers — plus a full KPI framework, dashboard layout, and 90-day optimization playbook.
Project Deliverables
See the work, not just the description.
Here's a look at the actual deliverables built for this project — from the live landing page to the funnel architecture and workflow logic inside GHL.
Live Landing Page
Built in GoHighLevel — hero copy, opt-in form, and brand design in FleetForward's voice. Click to view live.
Funnel Architecture Map
16 workflows mapped end-to-end — from landing page entry through trial, conversion, renewal, and referral. Built in Miro as part of the GHL Funnel Blueprint deliverable.
My Process
Seven skills. One connected system.
Every deliverable in this project feeds the next. I don't build workflows in isolation — I build from strategy down, so every automation is grounded in the business goal it's meant to serve.
Start with understanding, not assumptions.
I ran a structured discovery process — gap analysis, pain point mapping, SMART goal setting — before touching a single workflow. This became the BRS, the single source of truth for every decision downstream.
Map the full customer journey before building anything.
I designed the complete automation architecture: pipeline stages, tag schema, lead scoring thresholds, and channel-by-channel direction across the entire funnel. This is where the system gets its shape.
Translate strategy into a buildable system.
The campaign plan set conversion targets and chokepoints per funnel stage. The funnel blueprint specified exactly how GHL should be configured — dual pipelines, form logic, enterprise routing, calendar setup.
Write every word as if the business depends on it — because it does.
Landing page copy and a 20-touchpoint email/SMS sequence written in FleetForward's voice. Outcome-first, no buzzwords, and structured to move a logistics decision-maker from curious to converted.
Hand off something a developer can actually build from.
Production-ready GHL workflow specs with every trigger, branch, and wait timer documented — plus a KPI framework and 90-day optimization playbook so results can be measured and improved from Day 1.
Automation Architecture
Eight workflows. Every stage of the lifecycle covered.
Each workflow was designed to fire automatically based on behavior — tags, form submissions, inactivity thresholds — so the system works without someone manually triggering it.
Pre-Trial Lead Nurture
5-email, 10-day sequence. Fires on form submission. Warms leads toward trial activation.
Trial Welcome & Onboarding
Day 0 through Day 7. Feature spotlights, activation nudges, mid-trial check-in.
Trial Conversion Urgency
Day 10 expiry warning + Day 13 final-day sequence. Designed to close the 40% lapse gap.
Lapsed Trial Re-Engagement
Fires at Day 15 if no conversion. Targeted re-entry sequence for cold trial users.
Renewal Reminders
60-day, 30-day, and 7-day pre-renewal touchpoints. No more last-minute saves.
Churn Signal & Save
Fires on inactivity threshold. Immediate pause offer, 24hr SMS, 72hr final email.
Paid User Onboarding
Day 1, Day 7, Day 30 post-conversion sequence. Drives adoption and reduces early churn.
Referral & Review Request
Fires on status-advocate tag at Day 90. G2/Capterra review + case study outreach.
Client Outcomes
What FleetForward's customers said.
These testimonials were incorporated into the email sequence and landing page copy as verified social proof — grounding the automation messaging in real operator results.
"We cut idle time by nearly a quarter and our on-time delivery jumped from 81% to 94%. The difference was visibility we never had before."
23% idle time reduction · OTD 81→94%"My dispatchers were up and running within a day. I didn't have to schedule a single training session — they just figured it out."
Zero training required · Fast adoption"Across 40 vehicles and 3 hubs, we brought operations costs down 18% in one quarter. That's not a small number."
18% ops cost reduction · Q1Designed Outcome
What this system was built to achieve.
These are the targets the automation was designed to hit — established in the strategy phase and tracked through the analytics plan. Real results would be measured at the Day 30, 60, and 90 checkpoints.
Note: FleetForward is a mock client created for Marketing Automation Specialist certification capstone of Libre Academy PH. All deliverables are real and production-grade — built exactly as I would for a paying client. Results shown are designed targets, not live campaign data.
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