Client Review
Client Interview
Case Study
Introduction
Coastal Wildlife Services (CWS) reached out to us because they were using Go High Level (GHL) to manage their inbound leads. They were seeking someone knowledgeable about the platform and experienced in creating email, SMS, and social media marketing campaigns. Coastal Wildlife Services is a local pest and wildlife control company based in North Florida.
The Problem & The Previous State
Before seeking assistance, CWS faced several challenges:
- Data discrepancies between GoHighLevel, SmarterLaunch, and FieldRoutes.
- Issues with source tracking.
- Lack of clear Key Performance Indicators (KPIs).
CWS struggled to obtain accurate KPI data for total sales and conversion rates. They relied on exporting reports from multiple systems and manually cleaning and combining this data into spreadsheets, resulting in fragmented data management.
Client Results
Through our collaboration, CWS experienced:
- Dashboard Data Alignment: Improved accuracy in their GHL dashboard.
- Full Support: Enhanced visibility of daily email reports, aiding in day-to-day operations and monthly performance comparisons.
- Organized Data: Reduced reliance on fragmented spreadsheets for KPI tracking, streamlining their data management process.
- +14.27% Increase in Revenues: Significant increase in revenues due to improved lead management and tracking.
- Clarity on Sales Performance: Better insights into sales performance metrics, enabling more informed decision-making.
The Process of Collaboration
We began by understanding CWS’s specific needs and challenges. Our initial step involved gathering all relevant data and installing webhooks in GHL to export the necessary information for analysis.
Our comprehensive consulting framework was designed to systematically address CWS’s challenges by gathering accurate data, organizing it effectively, prioritizing critical issues, and implementing measurement tools. This structured approach ensured that all aspects of their lead management and sales tracking were aligned, leading to significant improvements in their overall performance and revenue.
Step 1 – Gather: We collected data from various sources, including GoHighLevel, SmarterLaunch, and FieldRoutes. This step involved setting up webhooks and APIs to ensure seamless data integration across platforms. We also ensured that CWS provided the necessary access to these systems, which facilitated the data gathering process.
Step 2 – Organize: We organized the gathered data to provide a clear and accurate representation of CWS’s sales and conversion metrics. This involved cleaning up the data, eliminating discrepancies, and ensuring all KPIs were correctly defined and tracked. We also integrated CallRail with Google Analytics and GHL to enhance call tracking and attribution.
Step 3 – Prioritize: We identified and prioritized the critical issues impacting CWS’s lead management and conversion processes. This included setting up email reports to provide daily insights into call flow and sales performance and ensuring that CallRail was correctly integrated with Google Analytics and GHL to provide accurate data for tracking and optimization.
Step 4 – Measure: We implemented measurement tools to continuously monitor and evaluate the effectiveness of the new systems and processes. This involved tracking the impact of the integrated data systems on KPI accuracy and regularly reviewing email reports and GHL dashboard metrics to ensure ongoing improvements.
Summary
Through the Lion Sales Funnel Framework, we successfully addressed CWS’s data discrepancies, improved their lead tracking and conversion processes, and provided them with accurate and actionable insights into their sales performance. This case study highlights the effectiveness of our systematic approach to solving complex lead management challenges.
