Keep the conversation moving around the consultation.
Marstek Energy uses consultations to help prospective customers understand its energy storage and solar solutions. The business needed a structured way to capture enquiries, support appointment booking and follow up after initial contact.
The process also had to account for missed calls, missed appointments and prospects who needed more time. BusinessEye organised those situations alongside the consultation and post-sale stages in GoHighLevel.
A main path. Clear routes for exceptions.
The main path connects a new enquiry to appointment booking, the consultation outcome and post-sale follow-up. Separate sequences address missed contact and prospects who are not ready to proceed.
Before: the challenge to resolve
The areas that needed a clearer, more connected process.
- Incoming enquiriesLeads needed consistent follow-up toward a consultation booking.
- Missed contactMissed calls and no-shows needed their own follow-up process.
- After the consultationUndecided prospects and customers needed different next steps.
After: the connected process
Enquiry captured
A new lead enters nurture designed to support appointment booking.
Appointment scheduled
The booked appointment has a confirmation and reminder sequence.
Consultation outcome
The lead progresses toward a sale or enters post-appointment nurture.
Post-sale follow-up
Closed clients enter workflows for review requests and follow-up.
Missed call
A dedicated recovery sequence supports renewed contact.
Appointment no-show
A recovery path follows up with the lead and encourages rescheduling.
Not ready to proceed
Post-appointment nurture and categorisation support future re-engagement.
The pieces behind the process.
A structured CRM pipeline
GoHighLevel stages connecting the enquiry, appointment and sales process.
Lead nurture and appointment messages
Nurture toward booking, followed by appointment confirmations and reminders.
Recovery sequences
Separate follow-up paths for missed calls and appointment no-shows.
Follow-up beyond the consultation
Nurture for undecided leads, future re-engagement categories and post-sale review requests.
From process map to configuration.
Explore the project screenshots and process maps for a closer look at the work.
Open full size The pipeline view shows the stages used to organise the sales process.
A more structured way to work.
An organised consultation journey
Lead capture, appointment booking and later sales stages share a defined CRM process.
Different paths for different situations
Booked appointments, missed calls, no-shows and undecided prospects have dedicated follow-up sequences.
A process that continues after the sale
Review requests and post-sale follow-up form part of the configured customer journey.
