How GHL Automation Experts Integrate Website Design, Research, and CRM Automation

The typical agency owner considers website design, research, and CRM automation to be entirely different matters.

Website design experts are hired for website design, CRM experts for managing the CRM, and research is conducted on their own by the agency owners, but rarely.

The consequence is an ineffective strategy where website leads cannot be integrated properly in the CRM system, CRM does not have automation, and there's no way of knowing what worked since no research was done at all.

How do GHL automation experts solve that problem?

By designing the strategy in which all these aspects integrate seamlessly with each other.

Why These Three Need to Be Integrated

Your company’s marketing ecosystem should be compared to a pipeline. You gather information on your target audience and their needs via research. Then you attract their attention using a good website design and turn them into leads. Afterward, you close them using your CRM automation system.

When you lack or have issues with just one of these components, then your marketing pipeline is leaking.

An efficient website without any CRM automation will lose potential customers as soon as they subscribe to your newsletter. A highly effective CRM system will fail to attract customers since it was built on the wrong data. And if you don’t have an excellent website to drive traffic, then your research won’t bring anything to you.

A skilled GHL automation specialist knows how all these pieces fit together.

What a GHL Automation Expert Really Does

A "GHL automation expert" may encompass many different things. But the best ones don't just create workflows. They are strategists who understand GHL website design, data, and automation equally well.

Here is how a real GHL automation expert adds value to your business:

Website design and funnels - They work as a GHL website designer to design and build websites and sales funnels in GoHighLevel that are sleek, speedy, and optimized for conversion. All pages have clear purposes: capture a lead, schedule a meeting, or close a deal.

Research and data strategy for GHL - Before implementing any automation strategy, they do their homework on who your ideal customer is, what are their problems, what do competitors offer? Research is at the core of all of GHL's website and automation design.

CRM & automated workflows - After the website catches a lead, the process is continued in your CRM. The expert creates automated workflows that remind you to follow up on new leads, advance them through stages, schedule meetings, notify you about deals, etc.

Combining these three skill sets under one roof makes your system more effective than if those parts were created separately.

How the Process Works - Step by Step

Step 1 - GHL Research and Strategy First

It might seem counterintuitive, but when it comes to designing an automated system in GHL, we don’t just jump into making pages right away. It all starts with research.

Research means understanding what your niche is, what your ideal client is, what other funnels are working, what problems your offer solves, and much more. It’s GHL research that will be used for conserving key insights, which then become a foundation for all design decisions.

Without such a stage, you get a stunningly beautiful GHL system addressing the wrong people.

Step 2 - GHL Website Designer Mode

Based on the information received during the research stage, an expert now switches over to being a GHL website designer and creates landing pages, sales funnels, and thank-you pages within the platform using the language that speaks to your audience.

Step 3 - Setup of CRM & Pipeline Stages

Next, the expert sets up the CRM and pipeline stages within GoHighLevel. This involves creating stages for your pipeline process, tagging each contact depending on where they came from, as well as creating custom fields that help keep tabs on important info related to leads.

A properly configured CRM is essential for automating virtually anything else you may wish to accomplish.

Step 4 - Build-Out of Workflows

In my opinion, this is the part of the automation process when GHL automation experts prove their worth. The expert will create the workflows connecting all the moving pieces, such as your web forms triggering CRMs triggering follow-up sequences, which then move your leads through pipeline stages.

SMS messages, email sequences, drop voicemails, appointment reminders, and even re-engagement campaigns are created, tested, and running prior to having any leads enter your CRM.

Step 5 - Testing, Optimizing & Creating Basic Reporting

A good GHL automation expert is never done after the building stage. The expert tests each workflow, verifies that every form submission has been recorded, and validates that your automation is doing what you asked it to do.

At last but not least,

What Happens When All Three Are Used Together

Let's take an example from the real world:

A coaching business aims to secure more discovery calls. A GHL automation expert does their due diligence and researches the right client and their main pain point. Then, they create a landing page that uses the exact copy based on their research skills as a GHL website designer.

Once someone subscribes to their email list, they get added to the pipeline by their CRM and receive an automated five-part email and SMS sequence. At the third message, they get a link to schedule a discovery call. Once the person schedules a call, they receive a confirmation message and a reminder about it. In case they fail to schedule a call within 48 hours, a reengagement email series is initiated.

The business owner wakes up to see their calendar packed with scheduled calls, all without a single message sent manually.

This is the impact of design, research, and automation working together at one place.

GHL Expert System Checklist

Apply this checklist to ensure that your GHL system is equipped with all three layers:

• Ideal client profile defined and created

• Competitors' funnel and messaging examined

• Funnel and landing pages created within GHL

• Mobile-responsive design tested on all devices

• Pipeline stages of CRM linked to actual sales cycle

• Contact tagging based on the source and lead quality

• Immediate follow-up flow set up for every incoming lead

• Nurture sequences of emails and SMS created and tested

• Booking appointments linked to calendar

Generalist vs. GHL Automation Specialist - Major Differences

The benefits of hiring a proper GHL automation specialist, as opposed to a generalist freelancer, are clear from the table above.

Conclusion

GHL Website Design, GHL Research & Data Conservation, and GHL CRM Automation are not three individual efforts. They are three components of one integrated system, which becomes self-propelled once a qualified GHL automation professional creates them simultaneously.

GHL Research defines the website design; website design defines the CRM; and CRM automation closes the leads. Each component works in support of each other, resulting in an integrated system that drives growth for your agency while eliminating any additional work from your plate.

Be it GHL website redesign to restore your funnel’s efficiency, more GHL research and niche data conservation efforts, or a new automation build-up from scratch - the solution is always the same. Find a professional who understands the integration and implements it into practice.

Common Questions

Q. What is the distinction between a GHL website designer and a GHL automation specialist?

The GHL website designer creates websites and funnels, whereas the GHL automation specialist integrates pages into CRM automation, follow-up automation, and pipeline automation.

Q. How does GHL research and data conservation lead to better automation outcomes?

Good research guarantees that your automation is speaking the correct language to the proper demographic - without good research, you might have the finest automation ever but will never be effective since it will communicate the wrong message to the wrong demographic.

Q. Can one individual do it all in GHL?

Indeed, one can - a competent GHL automation specialist is well-versed in all three disciplines.