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CRM setup and operations

A CRM that follows up on every lead, even when you're busy

I set up GoHighLevel and Zoho CRM around how your business actually works: pipelines, automations, funnels and email that keep every lead moving. Then I hand it over with training, or run it for you month to month.

Platforms I work in
GoHighLevel

4 clients

Zoho CRM

2 clients

HubSpot

Migration

Zapier

Integrations

Since 2021

running one coaching company’s GoHighLevel account end to end

What's included

Everything your CRM should be doing for you

Pipelines and contact management

Clear stages for every lead and client, with contacts tagged and organised so nothing gets lost.

Workflow automations

Follow-up emails, reminders, tasks and notifications that run on their own when a lead takes action.

Funnels, landing pages and forms

Lead funnels, landing pages, forms, surveys and booking calendars that feed straight into your pipeline.

Products, checkout and memberships

Products, payment pages, membership areas and online courses set up inside your CRM.

Newsletters and email campaigns

Newsletters and campaigns built in your CRM, sent to the right segments on schedule.

Migrations and integrations

Moving your data from another CRM, and connecting your other apps with Zapier.

Platforms

GoHighLevel or Zoho? I work in both

If you already use one, I’ll make it work properly. If you’re choosing, I’ll recommend the one that fits how you sell.

GoHighLevel

Best for: coaches, consultants and service businesses who want their funnels, calendar, payments, email and courses in one place.

An all-in-one platform. I build the funnels, automations and member areas, and keep it all running.

What I set up

Workflow automations Pipelines Funnels and landing pages Calendars, forms and surveys Products and checkout Memberships and courses Newsletters Zapier integrations

Zoho CRM

Best for: teams with a defined sales process who need clean contact data, pipelines and reporting.

A flexible CRM for structured sales. I organise your contacts and pipelines and set up the workflows around them.

What I set up

Contact management Pipelines Workflows Email campaigns Migration from HubSpot

Who it's for

Built around how you win clients

Coaches and consultants

Turn enquiries into booked calls and paying clients, with follow-up that runs on its own.

Professional services

Law firms, recruiters and agencies that need every enquiry tracked through a clear pipeline.

Wellness and product businesses

Practitioners and product companies selling online, with checkout and follow-up connected.

How it works

From scattered leads to a system that runs itself

Step 1

Free call and audit

We look at how leads reach you today, what happens next, and where they’re slipping through.

Step 2

Map your process

We agree your pipeline stages, follow-up rules and what should be automated.

Step 3

Build and connect

I set up the CRM, automations, forms and integrations, or migrate your data, and test every path.

Step 4

Hand over or run it

You get a walkthrough and notes, or I keep running and improving it every month.

CRM work

CRMs I've built and run

Featured · GoHighLevel

Since 2021 · ongoing

Entrepreneur Lifestyle

A business coaching company whose entire GoHighLevel account I’ve built and managed end to end since 2021, from the website and funnels to courses, payments and newsletters.

Workflow automations Pipelines Site creation Newsletters Products Memberships and courses Calendars, forms and surveys Zapier

Junaid did an outstanding job supporting GaitBetter with our CRM and marketing funnel setup. He helped us structure and optimize our Zoho environment, ensuring that our leads, contacts, and pipelines were organized in a way that supported our sales process. “

Abukassis Idan

GaitBetter, Israel

GoHighLevel

Redbow Consulting

Marketing consultant

Landing page Lead funnel Workflow automations

Handed over 2025

GoHighLevel

Geauga Mind Body Hypnosis

Hypnotherapy

Products and checkout Membership area Workflow automations Newsletter

Handed over 2026

GoHighLevel

Coger Law Firm

Law firm

Funnels Pipelines Workflow automations Zapier

Handed over 2024

Zoho CRM + HubSpot

GaitBetter

Product innovation

HubSpot to Zoho migration Pipeline Workflows Email campaign

Handed over 2024

Zoho CRM

Hadfield Education

Teacher recruitment

Contact management Pipeline management

Handed over 2022
Tools I work with

Your CRM, connected to everything else

I connect your CRM to the tools you already use, so data flows without copy and paste.

GoHighLevel Zoho CRM HubSpot

Zapier Mailchimp Google Analytics

Need the website to go with it?

I build WordPress sites that send every enquiry straight into your CRM.

FAQ

Questions about CRM setup

GoHighLevel suits coaches, consultants and service businesses who want funnels, booking, payments and email in one place. Zoho suits teams with a structured sales process. On our call I’ll recommend the one that fits how you sell.

Yes. I’ve migrated contacts, deals and pipelines from HubSpot to Zoho, and can move data from spreadsheets or other CRMs too.

Either. Some clients take it over after a walkthrough; others have me run it month to month, like a coaching company I’ve supported since 2021.

Most setups take [X–Y weeks], depending on how many pipelines, automations and integrations you need.

[Your answer: for example, you pay the platform directly so the account always stays in your name.]

Let's talk

If your marketing depends on you remembering to do things, let's talk.

Tell me what you’re trying to get done. I’ll reply within one working day.

Book a free call

30 minutes, no obligation

WhatsApp me

+91 78798 68997

Email me

sjunaidali@gmail.com

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