Propel helped in setting up GoHighLevel account for an advertising firm
Elevate has kicked off their business and is approaching multiple clients with Propel growth strategy and marketing automation services. The Propel team is still working in collaboration with Elevate and their clients to assist with GoHighLevel needs.
Summary
Elevate is a start-up that provides advertising and lead generation services for clients in the
solar installation industry.
They wanted to create a solid foundation using the Client-Relationship Management tool
GoHighLevel to automate their workflows,
track leads and data, and optimize their website for SEO.
Propel customized the GoHighLevel account to support both Elevate and its clients by creating
workflows, tasks, and snapshots,
booking appointments, and optimizing their website for SEO. Propel used a sprint cycle format to
structure the process and used
goals as milestones. This approach helped create a long-lasting foundation for Elevate, which
allowed them to achieve their growth
goals.
Background
Elevate is an advertising and lead generation company for clients in the solar installation
industry. They help their clients to
grow and build long-lasting relationships with them. Elevate is a start-up that provides a
timely, personalized, and dedicated
approach to understanding the client’s business needs and goals. They work closely with the
clients to create growth strategies
that achieve the goals. Their team of experts is passionate about what they do and is committed
to staying up-to-date with the
latest trends and strategies in the industry.
Elevate specializes in helping businesses achieve their growth goals through our data-driven
marketing solutions.
The aim is to create highly effective paid advertising campaigns, generate qualifying leads, and
optimize SEO strategies to
increase organic traffic.
Elevate offers content marketing services that educate and engage the target audience. They
design email marketing campaigns to
nurture leads and keep customers engaged, while the funnel-building services convert prospects
into paying customers.
Challenges faced by Elevate
Elevate uses GoHighLevel as a Client-Relationship Management tool to track their funnels and
data. GoHighLevel, as a CRM tool,
provides multiple functionalities to a business to kickstart its operations, such as workflows,
automations, website hosting, etc.
Elevate wanted to create a solid foundation on GoHighLevel consisting of -
Propel’s approach and implementation strategy
Propel approached the solution in a sprint cycle format. We structured the process and used
goals as milestones.
Create a structure for itself and the clients - We helped Elevate understand the pros and
cons of using GoHighLevel
snapshots, which essentially create a duplicate account of the selected user. We created
workflows and tasks in the base account,
named them accordingly for ease of use, and standardized the snapshots to capture only the
important tasks for the client.
We created the structure while keeping the client's goals in mind and constant discussions with
them.
Execution
Key Takeaways
A solid foundation of Client-Relationship Management (CRM) tools is important for organizations
to grow exponentially. It is
crucial for companies to invest in a CRM that suits their needs and customize it to support both
their business and clients.
It builds long-lasting relationships, improves customer experience, and increases overall
business efficiency.
Propel growth strategy services along with marketing automation helped Elevate to build a solid
foundation for their CRM
and enabled Elevate to cater better to their clients.