Account configuration
Review the agency or business setup, user access, domains and required connections. Confirm the features available on your plan.
GoHighLevel Setup & Automation
Get GoHighLevel ready for your team.
Turn your GoHighLevel account into a working setup for leads, appointments and follow-up. LOKAL configures the agreed workflows and trains your team to manage them.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
Lead & appointment journeys
Configure agreed pipelines, forms and calendars. Define what happens before and after a booking or enquiry.
Workflow setup
Build the approved triggers, conditions, tasks and follow-up steps. Test exclusions and stop conditions before activation.
Client or team handover
Document the configuration, train account owners and agree how changes and support requests will be handled.
Example workflow
Before
A form, calendar and follow-up sequence exist, but nobody has tested the whole customer journey.
After
The agreed path is tested from enquiry through booking and follow-up, with exceptions documented.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Configured account and agreed integrations
- Pipelines, forms and calendars in scope
- Tested workflows and launch checklist
- Team training and handover documentation
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Before we start.
Can you set up GoHighLevel for our agency’s clients?
Yes. We can work under your agency’s brand on an agreed client setup. We define access, account ownership, branding and support responsibilities before starting.
Can you move our existing contacts into GoHighLevel?
Yes. Data cleanup and migration can be included after reviewing the source records, field mapping and contact preferences. Historical activity depends on what the platforms support.
Are software, email and messaging charges included?
Your proposal separates LOKAL’s services from software subscriptions and usage-based charges. We confirm the account owner, required services and ongoing costs during scoping.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Ready when you are
Bring us the work you want to fix.
Tell us about your current setup and what you need from gohighlevel setup. We’ll help you define the next step.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464