Lead Nurture & CRM System
Application capture pipeline tracking prospects through CRM stages with conditional follow-up.
How Data Flows
The Operational Bottleneck
Leads and applicants needed structured CRM data, clear pipeline visibility, and follow-up that could react to status changes without requiring manual intervention at every step.
System Architecture & Logic
Designed a GoHighLevel automated capture system equipped with URL UTM tracking custom fields. Created a 14-day nurture sequence with email/SMS touches spaced by wait steps. Embedded goal-based exit guards: if the lead books a calendar slot or purchases an entry product, the workflow automatically removes them from the nurture sequence and transitions them into the appointment prep workflow.
What I Built & Tested
Custom GHL lead capture form with hidden UTM attribution tracking fields
Dynamic contact custom field architecture for Lead Source, Campaign ID, and Opt-in Date
14-day multi-channel nurture workflow with conditional delay logic and time-window restrictions
Goal exit logic detecting appointments and purchases to immediately halt cold nurture messaging
Internal notification triggers alerting sales reps via SMS when leads click high-intent links
Inside the Build
Long-Term Nurture Automation Builder
Workflow settings enforcing automated removal when contacts meet conversion criteria.
Pipeline Stage Management
Tracking lead advancement across stages with automated card movement.
Custom Field Structure
Capturing detailed questionnaire attributes in normalized fields.
See how the system works.
A walkthrough of the architecture, workflow logic, integrations, and implementation.
Walkthrough Video: Lead Nurture & CRM System
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Verified Operational Results
Standardized 100% of incoming lead capture and tag assignment
Provided clear lead source attribution inside CRM contact records
Prevented awkward email spamming to leads who already booked appointments
Instant notification dispatch to account team upon high-intent link activity