See where each opportunity stands.
Elite Remodels needed to track opportunities through several stages of a remodeling project. Lead information and follow-up activity were spread across different tools and manual processes.
That made it difficult to see the current position of a deal and identify which opportunities needed attention. The project brought lead tracking, appointments and later sales stages into a central process.
A main path. Clear routes for exceptions.
The pipeline follows the remodeling sales process from a new lead through appointments and budget meetings to service completion. Reminders and tasks support the work between those stages.
Before: the challenge to resolve
The areas that needed a clearer, more connected process.
- Scattered lead informationDifferent tools and manual records held parts of the sales picture.
- Follow-up to coordinateThe team needed a more organised way to track actions across the sales process.
- Unclear deal statusIt was difficult to identify each opportunity's current stage and which deals needed attention.
After: the connected process
New lead
An opportunity enters the central remodeling pipeline.
Appointment stages
The pipeline tracks the appointment stages in the sales process.
Budget meeting
Budget discussions have a defined place in the opportunity's progress.
Service completion
The pipeline extends through the completion stage of the work.
Stalled or inactive opportunity
Automated follow-up addresses opportunities that need further attention.
Action to complete
Reminders and task creation give the team prompts for the next action.
The pieces behind the process.
A central sales pipeline
GoHighLevel stages organised around new leads, appointments, budget meetings and service completion.
Lead and appointment tracking
A shared structure for seeing where an opportunity sits in the remodeling sales process.
Follow-up prompts
Automated reminders, task creation and follow-up for stalled or inactive opportunities.
From process map to configuration.
Explore the project screenshots and process maps for a closer look at the work.
Open full size The process map outlines the stages of the remodeling sales journey.
A more structured way to work.
Visibility across the sales stages
The pipeline gives the team one place to view active opportunities and their current position.
A defined follow-up process
Reminders and tasks support the next steps for deals requiring attention.
More organised opportunity tracking
The central pipeline replaces scattered manual tracking with a consistent stage structure.
