Core Consulting Services Automation Draft

Goal

Build a high-converting lead, booking, onboarding, payment, and follow-up system for Core Consulting Services / Lennard Core Consulting Services. The system should reduce missed leads, reduce no-shows, force clean intake completion, collect payments faster, and keep clients and partners updated without manual chasing.

Primary platform should be his personal GoHighLevel account, with Credit Repair Cloud used for credit repair operations and client/dispute tracking. This draft should be built so he can connect his own GoHighLevel location/API credentials, attach the required third-party tools, and launch without rebuilding the system from scratch.

The system also needs separate access experiences for:

• White-label businesses that want to sell/use the program under their own brand
• Mortgage lenders and referral partners who need limited visibility into referred clients
• Individual clients who are applying for or receiving the credit service

Deployment Description

This should be packaged as a ready-to-connect GoHighLevel setup for the client.

The builder should prepare the pipelines, custom fields, tags, forms, workflows, calendars, SMS/email templates, payment triggers, partner/referral flows, and onboarding automations in a way that can be connected directly to his personal GoHighLevel account.

Once he provides his GoHighLevel credentials, location ID, phone/email settings, payment processor credentials, CRC access, calendar choice, and monitoring-provider details, the system should only require final field mapping, API connection, testing, and launch.

This is not meant to force him into a new CRM. The point is to make his existing or personal GoHighLevel the control center.

Business Outcome

• Respond to every lead fast, especially Facebook comments, DMs, referrals, Calendly leads, web form leads, calls, and texts.
• Push leads toward booking, monitoring signup, intake completion, and payment.
• Give the team one clean pipeline for sales, onboarding, active clients, no-shows, failed payments, and reactivation.
• Give partners and clients a professional experience that feels luxury, trustworthy, and bank-level.
• Make the system API-ready so the builder only needs credentials, endpoint confirmation, and final field mapping.

Core Tools And Connections

GoHighLevel

Role: main CRM, automations, calendars, SMS/email, pipelines, forms, landing pages, reporting, and team inbox.

Needs:

• Contacts
• Opportunities
• Pipelines
• Calendar booking
• SMS/email workflows
• Tags
• Custom fields
• Forms/surveys
• Payment status tracking
• Review requests
• Client/partner communication

GoHighLevel connection note:

The setup should be delivered so it can plug into his personal GoHighLevel account. Required connection items include location ID, API/private integration access, sending phone number, email domain/sender, calendar settings, pipeline ownership, custom values, forms, and payment triggers.

White-label note:

If this is being offered to other businesses as their own program, the white-label version should still be controlled from his GoHighLevel environment where possible. Use snapshots, duplicated sub-accounts, SaaS mode, or a controlled duplication process so each white-label operator has isolated contacts, branding, phone number, calendar, pipeline, and reporting.

Credit Repair Cloud

Role: operational system for credit repair clients, disputes, client stages, and tracking.

Needs:

• Create or update client record when onboarding is complete
• Sync client status back into GoHighLevel
• Store CRC Client ID in GoHighLevel
• Sync pipeline tags such as intake complete, monitoring active, dispute started, deletion/result, inactive, graduated

Facebook

Role: lead source from posts, groups, comments, DMs, and promos.

Needs:

• Capture Facebook leads/comments/DMs where possible
• Add source tags such as FB Comment, FB DM, FB Group, Promo, Referral
• Trigger fast-response SMS/DM/email follow-up
• Route hot leads into sales pipeline

Calendly Or GoHighLevel Calendar

Role: appointment booking.

Needs:

• New booking creates/updates GoHighLevel contact
• Appointment reminders via SMS/email
• No-show workflow
• Reschedule workflow
• Past no-shows pushed into reactivation

Recommendation:

Use GoHighLevel calendar if possible to reduce tool sprawl. Keep Calendly only if required.

MyScoreIQ / IdentityIQ / CreditHero Score

Role: client monitoring requirement before service begins.

Needs:

• Track monitoring signup status
• Send reminder if not active
• Store monitoring provider, username/email used, signup date, and status
• Trigger onboarding only after monitoring is confirmed

NMI / Authorize.net / Stripe / Merchant Processor

Role: payment collection.

Needs:

• Deposits
• Package payments
• Recurring monthly payments
• Failed-payment follow-up
• Payment reminders
• Payment status custom field in GoHighLevel
• Trigger onboarding after paid status is confirmed

Zapier / Make / Webhooks

Role: bridge between tools where native integrations are missing.

Needs:

• Facebook to GoHighLevel
• Calendly to GoHighLevel
• GoHighLevel to Credit Repair Cloud
• Payment processor to GoHighLevel
• Monitoring provider status to GoHighLevel if supported

High-Level System Flow

1. Lead enters from Facebook, referral, website, Calendly, text, call, realtor, loan officer, or past list.

2. GoHighLevel creates or updates contact.

3. Contact gets source tag, campaign tag, and pipeline stage.

4. Instant follow-up goes out by SMS/email.

5. Lead is pushed to book a consultation.

6. Appointment reminders go out before the call.

7. If lead no-shows, no-show recovery workflow starts.

8. If lead attends and qualifies, system pushes monitoring signup, intake form, agreement, and payment.

9. Once intake, monitoring, and payment are complete, client is created/updated in CRC.

10. CRC/client status updates sync back into GoHighLevel.

11. Client gets progress updates, payment reminders, and review/testimonial requests.

12. Completed, inactive, failed-payment, and old leads move into reactivation campaigns.

Access Model

1. White-Label Operator Access

Audience:

Businesses, consultants, affiliates, or agencies that want to offer the credit repair/funding readiness program as their own.

Purpose:

Let them run the program under their brand while Core Consulting controls the core system, process, compliance, templates, and support standards.

Access needs:

• Branded dashboard or GoHighLevel sub-account
• Their own logo, colors, phone number, calendar, forms, and landing pages
• Their own leads, clients, automations, and reporting
• Ability to add team members
• Ability to view sales pipeline, onboarding status, client progress, and payments
• Ability to submit clients into Core Consulting/CRC fulfillment if Core is doing the backend work
• Limited access only to their own contacts and clients

Recommended setup:

• Use one GoHighLevel snapshot as the master template
• Create one isolated sub-account per white-label operator
• Lock or restrict critical workflows so operators cannot break the main process
• Use standard field names across every sub-account so reporting and support stay clean
• Add a white-label agreement, onboarding checklist, billing plan, and support SLA

Revenue opportunity:

Sell this as a setup fee plus monthly platform/support fee. Add usage-based charges for SMS, email, fulfillment, or per-client processing if Core handles backend service.

2. Mortgage Lender / Realtor / Partner Access

Audience:

Mortgage lenders, loan officers, realtors, and other referral partners.

Purpose:

Let partners refer clients and see enough status to stay confident without exposing private credit details or internal notes.

Access needs:

• Partner referral form
• Partner dashboard or limited portal
• Ability to submit a lead/referral
• Ability to see referred client status at a high level
• Notifications when the client books, completes intake, starts service, becomes mortgage-ready, pauses, or completes
• Referral tracking and source attribution
• Optional payout/commission tracking if applicable

Partner-visible statuses:

• Referral Received
• Appointment Booked
• Intake Needed
• Intake Complete
• Monitoring Needed
• Active In Program
• Documents Needed
• Improving / In Progress
• Mortgage Review Ready
• Completed
• Inactive / Unable To Contact

Partner restrictions:

• No full credit report visibility unless legally approved and explicitly authorized
• No payment details unless required
• No internal notes
• No access to unrelated clients
• No ability to edit client records beyond referral notes or contact updates

Revenue opportunity:

This should become a partner growth channel. Every partner should have a referral link, tagged pipeline, automated updates, and monthly partner performance report.

3. Individual Client Access

Audience:

People applying for or receiving the service.

Purpose:

Give clients one simple place to complete onboarding, track status, pay, upload documents, and understand next steps.

Access needs:

• Client login or secure client portal
• Intake form
• Agreement/signature step
• Monitoring signup instructions
• Payment link/status
• Document upload
• Appointment booking/rescheduling
• Progress/status updates
• Message/support option
• Review/testimonial request after results

Client-visible statuses:

• Application Started
• Intake Needed
• Monitoring Needed
• Payment Needed
• Onboarding Complete
• Active In Program
• Documents Needed
• Dispute In Progress
• Results Posted
• Review Requested
• Completed

Client restrictions:

• Clients should only see their own profile, documents, payment status, onboarding tasks, and high-level progress.
• Do not expose internal notes, team comments, other clients, partner data, or backend CRC details that create confusion or compliance risk.

Recommended Account Structure

Base assumption:

His personal GoHighLevel account is the main hub. Build the system there first, prove the direct-client and partner workflows, then duplicate the proven setup for white-label operators.

Option A: Core-owned fulfillment model

• Core Consulting owns the backend CRC/service process.
• White-label partners get branded front-end access.
• Referred clients are routed into Core fulfillment after intake/payment.
• Best for control, quality, compliance, and recurring revenue.

Option B: White-label self-managed model

• Each white-label operator gets their own cloned GoHighLevel system.
• They manage their own leads, clients, payments, and operations.
• Core sells setup, templates, training, and monthly support.
• Best for scale, but more support risk if operators are inexperienced.

Option C: Hybrid model

• White-label operators own sales and relationship.
• Core handles backend fulfillment and quality control.
• Partners get limited client-status visibility.
• Best balance for speed, margin, and quality.

Recommended starting point:

Use his personal GoHighLevel as the first live control center, then use the hybrid model for white-label expansion. This keeps the offer scalable while protecting delivery quality and reducing the chance that a white-label partner damages the brand or client outcome.

Pipelines

Sales Pipeline

Stages:

• New Lead
• Contacted
• Interested
• Booked Consultation
• No-Show
• Attended Consultation
• Sent Intake
• Sent Payment Link
• Won / Ready For Onboarding
• Lost / Not Qualified
• Long-Term Nurture

Onboarding Pipeline

Stages:

• Intake Sent
• Intake Complete
• Monitoring Needed
• Monitoring Complete
• Agreement Needed
• Agreement Complete
• Payment Needed
• Payment Complete
• Sent To CRC
• Active Client

Client Service Pipeline

Stages:

• Active Client
• Documents Needed
• Dispute Round 1
• Dispute Round 2
• Dispute Round 3+
• Results / Deletions
• Funding / Realtor Partner Review
• Completed
• Paused
• Cancelled

Payment Pipeline

Stages:

• Deposit Due
• Package Payment Due
• Monthly Recurring Active
• Failed Payment
• Past Due
• Cancelled
• Paid In Full

Partner Pipeline

Stages:

• New Partner Lead
• Partner Contacted
• Partner Onboarded
• Referred Client
• Active Referral
• Closed / Funded / Completed

Required Custom Fields

• Lead Source
• Campaign Source
• Lead Type
• Credit Goal
• Referral Partner Name
• Referral Partner Type
• Appointment Date
• Appointment Status
• Intake Status
• Monitoring Provider
• Monitoring Status
• Monitoring Signup Date
• Payment Processor
• Payment Status
• Package Selected
• Monthly Payment Amount
• Failed Payment Date
• CRC Client ID
• CRC Status
• Current Dispute Round
• Last Client Update Date
• Review Requested
• Review Completed

Recommended Tags

• source-facebook
• source-facebook-dm
• source-facebook-comment
• source-referral
• source-realtor
• source-loan-officer
• source-website
• source-calendly
• source-phone
• source-text
• promo-50-off
• booked
• no-show
• intake-incomplete
• intake-complete
• monitoring-needed
• monitoring-active
• payment-needed
• payment-failed
• client-active
• client-completed
• review-needed
• partner-referral

Key Automations

1. Instant New Lead Follow-Up

Trigger:

New contact from Facebook, form, text, call, referral, Calendly, or imported list.

Actions:

• Add source tag
• Create opportunity in Sales Pipeline
• Send SMS within 1 minute
• Send email backup
• Notify team member
• If no reply, follow up at 15 minutes, 2 hours, 24 hours, 3 days, and 7 days

Example SMS:

Hey {{contact.first_name}}, this is Core Consulting. I saw you were looking into credit repair. Do you want me to take a quick look and see what your best next step is?

2. Booked Consultation Reminder

Trigger:

Appointment booked.

Actions:

• Move to Booked Consultation
• Send confirmation SMS/email
• Send reminder 24 hours before
• Send reminder 2 hours before
• Send reminder 15 minutes before
• Include intake/prep link if needed

3. No-Show Recovery

Trigger:

Appointment marked no-show.

Actions:

• Move to No-Show
• Send reschedule SMS
• Send follow-up sequence for 7 days
• If no response, move to Long-Term Nurture

Example SMS:

Looks like we missed each other. Want me to send you another time to get your credit reviewed?

4. Intake Completion Workflow

Trigger:

Consultation attended or intake form sent.

Actions:

• Send intake link
• If incomplete after 24 hours, remind
• If incomplete after 48 hours, remind again
• If complete, move to Intake Complete
• Notify onboarding specialist

5. Monitoring Signup Workflow

Trigger:

Monitoring required or client not active.

Actions:

• Send monitoring signup instructions
• Track provider and status
• Remind at 24 hours, 48 hours, and 72 hours
• Move to Monitoring Complete once confirmed

6. Payment Collection Workflow

Trigger:

Payment link or invoice sent.

Actions:

• Send payment link
• Move to Payment Needed
• If paid, move to Payment Complete
• If failed, move to Failed Payment
• Send failed-payment SMS/email
• Notify team
• Pause onboarding until payment is resolved

7. CRC Client Creation / Sync

Trigger:

Intake complete, monitoring active, agreement complete, and payment complete.

Actions:

• Create or update CRC client
• Store CRC Client ID in GoHighLevel
• Move to Sent To CRC
• Assign team member
• Start client service workflow

8. Client Progress Updates

Trigger:

CRC status changes, dispute round changes, deletion/result update, or manual status update.

Actions:

• Update GoHighLevel custom fields
• Notify client
• Notify partner if applicable
• Update portal status if portal is included

9. Review/Testimonial Request

Trigger:

Client gets deletion, score increase, approval, funding result, or completes program.

Actions:

• Send review request
• Send testimonial request
• If no response, follow up after 3 days and 7 days
• Tag review-completed once submitted

10. Old Lead Reactivation

Trigger:

Past Calendly no-show, old consultation, old Facebook lead, incomplete intake, or cold lead import.

Actions:

• Add reactivation tag
• Send short SMS campaign
• Push to booking page
• Stop campaign when lead replies or books

Website / Funnel Pages Needed

• Main luxury-style landing page
• Book consultation page
• Credit repair intake form
• Monitoring signup instruction page
• Payment/package page
• Client onboarding page
• Partner referral page
• Realtor/loan officer partner page
• Review/testimonial page

Visual direction:

Luxury, trustworthy, powerful. Avoid cheap credit repair template design. Use bank-style spacing, clean typography, strong proof, trust badges, clear calls to action, and simple mobile-first forms.

User Roles

• Owner/Admin
• Operations Manager
• Onboarding Specialist
• Sales/Appointment Setter
• Client Support
• White-Label Operator Admin
• White-Label Operator Team Member
• Mortgage Lender / Realtor Partner
• Partner/Referral User with limited access
• Individual Client Portal User

Permissions By Role

• Owner/Admin: full system access, billing, integrations, reporting, and user management
• Operations Manager: pipeline, workflows, contacts, onboarding, support, and reporting
• Onboarding Specialist: intake, monitoring, agreement, payment status, and CRC handoff
• Sales/Appointment Setter: new leads, conversations, bookings, no-show recovery, and sales tasks
• Client Support: client messages, task status, documents, and limited client profile access
• White-Label Operator Admin: own sub-account, own contacts, own brand assets, own team, own reporting
• White-Label Operator Team Member: assigned leads/clients only, limited settings access
• Mortgage Lender / Realtor Partner: own referrals only, high-level status only
• Individual Client Portal User: own profile, onboarding tasks, payments, documents, and progress only

Dashboard And Reporting

Track:

• New leads by source
• Speed to lead
• Appointments booked
• Show rate
• No-show rate
• Intake completion rate
• Monitoring signup rate
• Payment conversion rate
• Failed payments
• Active clients
• Client results
• Reviews requested
• Reviews received
• Partner referrals
• Revenue by source/campaign
• White-label operator performance
• Partner referral conversion rate
• Client onboarding completion by access type

White-label reporting:

• Leads created
• Appointments booked
• Show rate
• Intake completion rate
• Paid clients
• Active clients
• Revenue collected
• Fulfillment handoff status
• Support tickets/issues

Partner reporting:

• Referrals submitted
• Referrals booked
• Referrals active
• Referrals mortgage-ready
• Referrals completed
• Revenue or commission attribution, if applicable

API / Credential Placeholder List

The builder should only need to plug these in and map final fields:

GHL_API_KEY=
GHL_PRIVATE_INTEGRATION_TOKEN=
GHL_LOCATION_ID=
GHL_COMPANY_ID=
GHL_WEBHOOK_SECRET=
GHL_AGENCY_API_KEY=
GHL_SUBACCOUNT_TEMPLATE_ID=
GHL_SNAPSHOT_ID=
GHL_PERSONAL_ACCOUNT_OWNER_EMAIL=
GHL_SENDING_PHONE_NUMBER=
GHL_EMAIL_SENDER_DOMAIN=

FACEBOOK_PAGE_ID=
FACEBOOK_ACCESS_TOKEN=
FACEBOOK_APP_ID=
FACEBOOK_APP_SECRET=

CALENDLY_ACCESS_TOKEN=
CALENDLY_ORGANIZATION_URI=
CALENDLY_WEBHOOK_SIGNING_KEY=

CRC_API_KEY=
CRC_BASE_URL=
CRC_WEBHOOK_SECRET=

NMI_API_KEY=
NMI_SECURITY_KEY=
AUTHORIZE_NET_API_LOGIN_ID=
AUTHORIZE_NET_TRANSACTION_KEY=
STRIPE_SECRET_KEY=
STRIPE_WEBHOOK_SECRET=

MONITORING_PROVIDER_API_KEY=
MONITORING_PROVIDER_BASE_URL=

TWILIO_ACCOUNT_SID=
TWILIO_AUTH_TOKEN=
TWILIO_PHONE_NUMBER=

GOOGLE_REVIEW_LINK=
GOOGLE_BUSINESS_PROFILE_ID=

WHITE_LABEL_OPERATOR_ID=
WHITE_LABEL_BRAND_NAME=
WHITE_LABEL_LOGO_URL=
WHITE_LABEL_PRIMARY_COLOR=
WHITE_LABEL_SUPPORT_EMAIL=
WHITE_LABEL_SUPPORT_PHONE=

PARTNER_PORTAL_BASE_URL=
CLIENT_PORTAL_BASE_URL=

Webhook Events To Configure

• New lead created
• Contact updated
• Appointment booked
• Appointment cancelled
• Appointment no-show
• Intake form submitted
• Payment link sent
• Payment succeeded
• Payment failed
• Monitoring signup confirmed
• CRC client created
• CRC status updated
• Client completed
• Review requested
• White-label operator created
• White-label sub-account provisioned
• Partner referral submitted
• Partner status update requested
• Client portal registration completed
• Client document uploaded

Builder Notes

• His personal GoHighLevel should be the source of truth for sales and communication.
• CRC should be the source of truth for credit repair operations.
• Payment processor should be the source of truth for paid/failed payment status.
• Build everything as a ready-to-connect GoHighLevel configuration: pipelines, tags, fields, forms, workflows, calendars, templates, and reporting should be prepared before final API credentials are added.
• The final setup step should be credential connection and testing, not strategic rebuilding.
• Avoid duplicate contacts by matching email and phone.
• Every automation should stop when the client replies, books, pays, or completes the required step.
• Every source should be tagged because revenue reporting by source is essential.
• Build mobile-first because the team needs to manage leads from a phone.
• Keep the user interface simple: fewer buttons, clear stages, clean tasks.
• Treat white-label operators, partners, and clients as separate access layers.
• Never let partners or white-label users see another operator's contacts or client data.
• Build permission boundaries before scaling the white-label offer.
• Standardize fields and tags across all white-label sub-accounts so support and reporting do not become messy.
• Every client should carry owner/source fields: Core-owned, white-label-owned, partner-referred, or direct client.

Launch Checklist

1. Confirm final tool stack: GoHighLevel, CRC, payment processor, monitoring provider, calendar.

2. Confirm whether Calendly stays or GoHighLevel calendar replaces it.

3. Confirm his personal GoHighLevel account/location that this will connect to.

4. Collect GoHighLevel API/private integration token, location ID, phone number, email sender/domain, and webhook access.

5. Collect third-party credentials for CRC, payments, Facebook, calendar, and monitoring provider.

6. Build custom fields, tags, and pipelines.

7. Build forms and booking pages.

8. Build core workflows.

9. Connect payment processor.

10. Connect CRC create/update flow.

11. Import old leads and no-shows.

12. Test full path from Facebook lead to booked call to intake to payment to CRC.

13. Test failed-payment workflow.

14. Test no-show workflow.

15. Test review request workflow.

16. Train team on daily pipeline use.

17. Review reporting weekly and improve highest-converting sources.

18. Create white-label sub-account template/snapshot.

19. Test white-label operator onboarding.

20. Test partner referral portal permissions.

21. Test individual client portal permissions.

22. Confirm no cross-account/client data leakage.

Immediate High-ROI Priorities

1. Speed-to-lead automation for Facebook, DMs, forms, calls, and referrals.

2. No-show recovery and missed-lead follow-up.

3. Intake, monitoring, and payment completion sequence.

4. Payment failed recovery.

5. Old lead reactivation campaign.

6. Partner referral pipeline.

7. Review/testimonial automation.

8. White-label operator onboarding and sub-account template.

9. Partner/client portal access with clean permission boundaries.

Open Questions

• What is the exact personal GoHighLevel location/account this should connect to?
• Does he already have a GoHighLevel private integration token/API access, or does the builder need to create it?
• What phone number and email sending domain should be used inside his GoHighLevel?
• Which payment processor is the final default: NMI, Authorize.net, Stripe, or another merchant account?
• Should Calendly remain, or should GoHighLevel calendar replace it?
• Which monitoring provider is the required default?
• Does CRC have API/webhook access enabled on the current plan?
• Should partners get a true portal, or only automated status updates?
• Should white-label operators get full GoHighLevel sub-accounts or a simpler branded portal?
• Will Core fulfill services for white-label clients, or will operators fulfill their own clients?
• What should white-label pricing be: setup fee, monthly subscription, per-client fee, or hybrid?
• Do white-label operators need their own merchant accounts, or will payments run through Core?
• What are the final package names, prices, deposit amounts, and monthly terms?
• What phone number should send SMS messages?
• Who owns each pipeline stage internally?