Keep two kinds of leads organised.
CastroBros needed to manage business-facing opportunities and consumer service requests within a lead distribution model. Each required useful qualification details, clear pipeline stages and an organised route to the next action.
The account structure also needed to distinguish HQ responsibilities from vendor-side lead handling. The project combined an HQ build with an Exclusive Vendor template that could be reused for future vendor accounts.
A main path. Clear routes for exceptions.
The architecture separates business enquiries from consumer requests while giving HQ a consistent way to organise qualification, routing and lead delivery. A separate template prepares the vendor side for future account creation.
Before: the challenge to resolve
The areas that needed a clearer, more connected process.
- Different lead typesBusiness opportunities and consumer requests needed distinct records and handling.
- Routing informationService details, qualification and vendor preferences needed a consistent field structure.
- HQ and vendor responsibilitiesThe central operation and future vendor accounts needed clearly separated setups.
After: the connected process
Capture the enquiry
B2B leads and consumer service requests enter their respective account flows.
Record the requirements
Custom fields hold qualification, service details and routing preferences.
Organise the next action
Pipelines, calendars and workflows support follow-up, appointments and lead delivery.
Track activity at HQ
Pipeline stages and internal notifications keep lead and appointment activity visible.
Business-facing lead
A dedicated B2B pipeline and follow-up workflow support the client sales process.
Consumer service request
A separate consumer pipeline and follow-up workflow organise incoming service needs.
Future vendor account
The reusable Exclusive Vendor template provides a starting structure for later accounts.
The pieces behind the process.
HQ and vendor structures
A central GoHighLevel account structure and a separate Exclusive Vendor template, with their responsibilities kept distinct.
Fields for qualification and routing
Custom fields for business leads, consumer requests, vendor preferences, qualification status, delivery type, service details and internal notes.
Pipelines and appointment handling
Pipeline stages, calendars and workflows organised around lead capture, qualification, booking and delivery.
Communication and activity updates
Email templates and internal notifications for lead follow-up, appointment activity and operational handoffs.
From process map to configuration.
Explore the project screenshots and process maps for a closer look at the work.
Open full size The B2B pipeline organises the business-facing side of the lead model.
Open full size A separate pipeline keeps consumer service requests distinct from business-facing opportunities.
Open full size The new-business-lead workflow is one part of the B2B handling structure.
Open full size The consumer workflow provides a separate follow-up path for service requests.
A more structured way to work.
Distinct paths for different enquiries
Business-facing leads and consumer requests have their own pipeline and follow-up structures.
Consistent information for lead handling
Qualification, service and routing details have defined places in the account.
A foundation for future vendor accounts
The reusable template prepares the vendor-side structure without requiring each future account to start from a blank setup.
