AI Business Solutions · Small businesses

A CRM set up on a GoHighLevel sub-account

How a business owner's leads, follow-ups and bookings move into one CRM on their own GoHighLevel sub-account, as members do in AI Business Builders.

The challenge

Leads arrive on WhatsApp, Instagram, the website and by phone. Without one place to see them, replies are slow, follow-ups are forgotten and old leads are never contacted again.

Our approach

  • Set up a GoHighLevel sub-account in the business owner's own name, so the system and the data stay theirs.
  • Started with the essentials: an instant reply to every new lead, a simple pipeline and call booking.
  • Kept usage costs visible: messages, SMS and calls are billed at cost to the owner's own card.

The solution

One CRM where every lead lands, gets an instant reply and moves through a pipeline, with automated follow-ups and booking.

  • Contacts and pipeline on one dashboard
  • Instant reply to every new lead
  • Automated follow-ups and reminders
  • Online call booking
  • A chatbot that answers questions on the website and Instagram
  • An old-lead revival campaign

Deliverables

  • A configured GoHighLevel sub-account
  • Automations and booking calendar
  • Walkthrough so the owner can run it

Outcomes

  • The owner runs the system themselves; members learn the same setup step by step in AI Business Builders.

Published November 2026 · Kabir Zariwala, founder of Kavion Media

More case studies

Discuss a similar project

Tell us what you're trying to solve and we'll tell you honestly how we'd approach it.