Our GoHighLevel CRM setup turns a messy contact list into a CRM your team trusts. We import and clean your contacts, plan tags and custom fields, and build pipeline stages with deal values, so you can see where every deal stands and what it is worth.
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Most GHL accounts we open have the same CRM problems. Contacts were imported more than once, so one customer has two or three records. Tags were invented on the fly, so “Lead” and “new lead” mean the same thing. The pipeline still has the default stages. When data is this messy, smart lists pull the wrong people and dashboards show numbers nobody believes. A proper GoHighLevel CRM setup fixes the structure before any automation is built on top of it.
We plan the CRM on paper first. Each custom field gets a clear purpose and each tag follows one naming rule. Pipeline stages get entry conditions your team agrees on. Then we build it, import your data and test it with real records. We have run GHL every month for more than six months for 3rd Hand Solutions, a GoHighLevel agency, so we have seen how CRM shortcuts turn into reporting problems later.
Each part below is built inside your own account, named in plain English and checked with real records before handover.
We clean your CSV before the GoHighLevel contact import. Duplicates are merged, phone numbers get one format and every column maps to the right field. DND status comes across too, so opted out numbers stay protected.
We create GoHighLevel custom fields for the details you actually use, such as service type, budget or move-in date, grouped into folders. Custom values hold your business name and links, so messages update from one place.
You get a short tag list with one naming pattern, with source tags and status tags kept apart. Workflows add tags automatically, so your team stops creating near copies by hand.
Our GoHighLevel pipeline setup turns your real sales steps into stages, from new enquiry to won. Each opportunity carries a deal value, an owner and a lost reason, so the forecast reflects actual deals.
We save smart lists your team opens every morning, such as Facebook leads who have not booked or past customers due for a check in. Nobody has to rebuild the same filters by hand.
Each team member gets the right role and permissions, so sales reps can see only their assigned contacts if you want that. A custom dashboard shows lead sources, pipeline value and won deals.
These workflow blueprints show how a clean CRM feeds automation, and the 3rd Hand Solutions site belongs to the GoHighLevel agency we manage every month.
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View Full PagePick the setup you need. Tap Order on WhatsApp and we map your workflows with you before we build anything.
Accounts that need one automation built or fixed
Businesses starting GoHighLevel or rebuilding a messy account
Teams that want ongoing builds, fixes and reporting
Workflows read your fields, tags and stages. If that data is wrong, every automation built on it misfires.
Lead source is captured on every contact and every deal has a value, so your dashboard shows which channel brings paying customers rather than only form fills.
We design fields and pipelines that can take a second service line or new team members later, without a rebuild or a messy duplicate pipeline.
If you want ongoing GoHighLevel CRM management, our monthly plan covers imports, new fields, pipeline changes and cleanup as your business changes, for $250 a month.
We carry DND status through every import and merge, so contacts who asked you to stop texting are not messaged again by accident.
We plan the data model with you first, because fixing fields after thousands of contacts are imported takes far longer.
On a free 30-minute call we walk through how a lead becomes a customer in your business, which details your team asks for and who owns each deal at each stage.
We send a written map of custom fields, tags, pipelines, stages and user roles. You approve it or change it before anything is created inside your GoHighLevel account.
We clean and dedupe your data, create the fields and pipelines, then import contacts and open opportunities. A small test batch goes in first, so mapping errors show up early.
You get a recorded walkthrough that shows how to add a contact, move a deal and use smart lists. Field and tag rules are written down so new staff follow them.
You built our whole website and it loads so fast now. We are getting enquiries straight from Google every week, and the team was patient with every change we asked for.
2:18 PMThe GoHighLevel setup changed how we handle bookings. Every enquiry gets followed up automatically now, so we never lose a customer to a slow reply. Huge help for us.
11:07 AMWe have had iBoostin on a monthly GoHighLevel plan for more than six months now. They build and maintain our funnels, automations and follow up sequences, and our lead flow stays consistent every single month.
10:23 AMStraight answers to what business owners ask us before they start.
Ask the team directly. We reply with a straight answer, not a sales script.
Our GoHighLevel CRM setup covers contact import and cleanup, custom fields and custom values, a tag plan, pipelines with stages and deal values, smart lists, user roles and a reporting dashboard. It is part of our Full GHL Setup at $150 one time, which also adds a calendar, up to 5 workflows, one funnel or form and A2P guidance.
Clean the file before you upload it. Merge rows that share an email or phone number, put every phone number in one format with the country code and remove empty rows. Inside GoHighLevel, check your duplicate contact settings and choose the import option that updates existing records. We also run a small test import first, because a wrong column mapping is far easier to fix on 20 contacts than on 5,000.
Most service businesses work well with five to seven stages. Each stage should describe something that actually happened, such as Quote Sent or Appointment Booked, rather than a feeling like Warm. If two stages are always skipped, merge them. If you sell services with very different sales steps, give each one its own pipeline so reports stay clear.
Custom fields store details the standard contact fields do not cover, such as the service someone wants, their budget, property size or preferred location. You can collect them on forms, filter smart lists by them, branch workflows on them and insert them into messages. We keep the list short, because a field nobody fills in adds clutter to every contact record.
Yes. Contact records keep their conversations, notes and activity when we add fields, adjust tags or move opportunities between stages. We map old tags to the new naming rules, merge true duplicates only after checking which record holds the history, and retire fields nobody uses. Before any bulk change we export a backup of your contacts, so a mapping can be reversed if needed.
Give admin access only to the owner and one trusted manager. Sales reps usually need user access with permission to see their own assigned contacts and opportunities. Each person should log in with their own email, so you can see who changed what. When we finish, you hold admin access to your account, and you can remove ours at any time.
CRM data drifts over time. Staff create their own tags and old deals sit in early stages for months. Ongoing management means regular cleanup, new fields when your offer changes, updated smart lists and reviews of stale opportunities. Our monthly GoHighLevel plan covers this work alongside new automations and fixes, so the CRM stays as clean as it was on launch day.
Yes. GoHighLevel can import opportunities from a CSV file, linked to their contacts, with the pipeline, stage, value and owner for each deal. We map your current deal stages to the new pipeline first, so a deal marked Proposal in your old spreadsheet lands in the matching stage. Closed deals can come in as won or lost if you want that history in your reports.
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