Bring the whole journey into view.
iRoute Franchising needed a more organised way to handle incoming CDL training enquiries, book tours and follow prospects through enrollment. The process also needed room for missed tours, prospects who were not ready and leads requiring longer follow-up.
Without a central CRM process, it was harder to see lead status, track tour activity and understand where prospects were dropping off. The project connected those stages inside one GoHighLevel system.
A main path. Clear routes for exceptions.
The core journey connects an enquiry to a tour and then enrollment. Separate workflows support the moments when a prospect takes a different route.
Before: the challenge to resolve
The areas that needed a clearer, more connected process.
- Incoming enquiriesLead status and follow-up needed a central process.
- Tour activityBooking, completion and missed tours needed clearer tracking.
- Enrollment progressThe team needed visibility into next steps and where prospects dropped off.
After: the connected process
Enquiry captured
Lead forms, contact details and initial follow-up.
Tour booked
Tour scheduling and appointment reminders.
Tour outcome recorded
Completed tours and no-shows have distinct paths.
Enrollment tracked
Pipeline stages connect the next steps through enrollment.
Tour no-show
A separate recovery workflow addresses missed tours.
Not ready yet
Short-term and long-term nurture, with cold re-engagement paths.
Lead lost
Lost-lead handling and stage-gate logic keep this route distinct.
After enrollment
Review, referral and testimonial workflows support the later relationship.
The pieces behind the process.
A CRM foundation
Pipeline stages, custom fields and tags organised around the lead-to-enrollment journey.
Connected capture and booking
Lead capture forms and a tour booking flow connected within GoHighLevel.
Follow-up and exception paths
Speed-to-lead, no-response follow-up, tour reminders, no-show recovery, nurture and lost-lead handling.
Visibility across the journey
A reporting dashboard structured around lead sources, leads, tours, no-shows, enrollments and funnel indicators.
From process map to configuration.
Explore the project screenshots and process maps for a closer look at the work.
Open full size The pipeline overview shows how the training enrollment process was organised into stages.
Open full size A workflow view from the new-lead follow-up build.
Open full size The tour-scheduled configuration connects appointment handling with the steps around a booked tour.
A more structured way to work.
A trackable lead-to-enrollment journey
Lead capture and tour booking connect with a structured CRM pipeline.
Follow-up for different situations
Initial enquiries, tour reminders, missed tours and nurture each have dedicated workflow paths.
A shared view of activity
Reporting brings leads, tours, no-shows and enrollments into the same operational view.
