Pipelines, forms, calendars and follow-up configured around a real customer journey, with the operating details made clear.
The front-office brief: a replacement enquiry enters an agreed pipeline, retains its source and becomes an office review task. A request only becomes confirmed work through the approved scheduling process.
Inside BGE’s own project intake: the questions adapt to the work, while source context and a consistent enquiry record stay together.
Alongside name, work email, company, timing and permission to follow up.
Start with one clear project record. When your CRM is ready, connect the same intake to the team and follow-up process you choose.
Open BGE’s project intakeInside the BGE buildNo. The agreement identifies the required configuration, account access and vendor plan. Subscriptions, communications and ongoing administration are separate where applicable.
Define how a lead arrives, which information matters and who owns the next task. Configure a clear pipeline, sensible fields, approved messages and booking rules. A callback request should not silently become a confirmed appointment.
Review existing contact quality, account permissions, phone numbers, email domains and export constraints. Test duplicate handling, source attribution and reconnecting integrations. Messaging eligibility and carrier requirements are separate from simply turning on a workflow.
The agreement explains account control, data export and eligible transfer steps. HighLevel retains its platform code. Subscription, phone, SMS, email and AI charges remain vendor-dependent. Documentation and staff training are included within the agreed implementation scope; ongoing administration is optional.
A conversation with BizGrowthEngines.
One slow handoff. A spreadsheet everyone depends on. A system your team works around. That’s enough to start a useful conversation.