CRM foundations
- Contact fields, tags and pipeline stages
- Import mapping and duplicate-handling rules
- Ownership, task assignments and record organisation
CRM setup & integrations
Give every enquiry a clear next step.
Connect your lead forms, customer records and follow-up tasks. ANZ helps you plan and implement GoHighLevel and CRM workflows around the way your sales and service teams actually work.
Discuss your projectRemote consultancy · Agreed deliverables · Testing & handover
Is this the right service for you?
Service businesses and agencies whose leads are spread across forms, inboxes, calendars and spreadsheets.
What we can help you put in place
Choose the tasks you need. The final deliverables are agreed after reviewing your systems.
Lead & booking workflows
- Website form capture and lead routing
- Calendar connections and booking follow-up
- Approved email or SMS sequences, subject to platform requirements
Connected tools
- GoHighLevel or HubSpot workflow configuration
- Make or Zapier connections between supported apps
- API and webhook integrations where feasible
Example project: from website enquiry to assigned follow-up
A visitor submits a form. The workflow creates or updates the CRM contact, records the enquiry, assigns an owner and prepares the next action. We test repeat submissions, missing fields and failed steps so the team knows when manual attention is needed.
Illustrative workflow; the final design depends on your systems and agreed scope.
What your project can include
- A documented pipeline and field map
- The agreed forms, connections and workflows
- Test results covering agreed scenarios
- A handover guide for your team
What we need to scope it
Tell us which CRM and subscription you use, where leads come from, what should happen next and which team owns follow-up. We confirm feature availability and sending requirements before adding email or SMS automation.
From one clear brief to a tested handover
Discover & scope
- Review your current tools and one priority workflow.
- Confirm feasibility, access, deliverables, costs and acceptance criteria.
Build & check
- Configure the agreed solution in a test environment where available.
- Check normal cases, missing data and failure handling before release.
Launch & hand over
- Release after your review and approval.
- Receive operating notes and an agreed support or staffing plan.
Questions before we start
Is GoHighLevel a CMS or a CRM?
GoHighLevel combines CRM, marketing and website or funnel features. For this service, the focus is contact management, pipelines, forms, bookings and workflow connections. We scope website work separately where needed.
Can you move records from another CRM?
We can assess a migration, map fields and test a sample import. The scope depends on the source export, destination features, duplicates and how much history needs to move.
Will automations contact prospects without review?
We agree the audience, message content, consent requirements and sending rules with you before activation. Test workflows use agreed sample data and recipients.
Questions before we start
How much does a project cost?
We quote after reviewing your systems, workload and required outcome. The proposal sets out deliverables, exclusions, timeline and fees. Platform subscriptions, paid apps and usage charges are separate unless expressly included.
Can you work with our existing tools?
We first check your plan, available integrations and access requirements. Where a connector is not suitable, we assess API or webhook options before agreeing the build.
Can you support the workflow after launch?
We can discuss ongoing remote administration, workflow checks and improvements. Coverage, response times and responsibilities are agreed separately; a project does not automatically include continuous monitoring.
Start with the work you want to improve.
Tell us which tools you use, what is taking time and what a better result would look like. We’ll review the fit and suggest the next step.
Discuss your projectIndependent consultancy. Platform names identify the tools being discussed and do not imply vendor certification or partnership.