A connected sales pipeline, calling workflow and appointment process for a med spa generating enquiries through Facebook.
Client: Ultra Cryo & Recovery · Location: Auburndale, Florida
The challenge: enquiries without a consistent follow-up process
Ultra Cryo & Recovery was generating hundreds of leads through Facebook but lacked a structured system for managing those enquiries and following up consistently. The business needed a clearer way to organise leads, coordinate calling and track progress towards an appointment.
The brief focused on what happened after an enquiry arrived: how the team would contact the prospect, record progress and continue follow-up without relying on an entirely manual process.
What we built
We implemented a GoHighLevel sales system combining lead tracking, a five-touch calling cadence, automated follow-up and appointment workflows. The build also included a two-way integration with Thryv and landing pages for campaign traffic.
A structured sales pipeline
We organised opportunities into defined stages so the team could distinguish leads still being contacted from booked appointments, completed appointments and no-shows. This gave the follow-up process a shared structure inside the CRM.
A five-touch calling and follow-up workflow
The implementation included a queue-based GHL power dialler and a five-touch cadence with stop conditions. This provided a defined sequence for outreach, supported by automated follow-up rather than leaving every next action to be remembered manually.
Internal notifications and appointment handling
Internal notification workflows formed part of the build, alongside appointment booking and follow-up. These connected staff actions with the wider sales process and helped organise what should happen as an opportunity progressed.
Thryv integration and campaign landing pages
A two-way integration connected GoHighLevel with Thryv. We also created landing pages to support the clinic’s campaigns, including a page promoting its cryofacial offer.
The delivered system
The completed implementation brought pipeline management, calling, follow-up and appointment handling into a defined process. The project materials show a Facebook lead workflow, internal notifications, an appointment pipeline and a campaign landing page.
The practical deliverable was a system the team could use to organise outreach and track appointment progress, with automation supporting parts of the follow-up process.
Project at a glance
- GoHighLevel sales pipeline and lead tracking.
- Queue-based power dialling.
- Five-touch follow-up cadence with stop conditions.
- Automated follow-up and internal notifications.
- Appointment booking workflows.
- Two-way Thryv integration.
- Campaign landing pages.
Need a clearer process for your leads?
If your business is generating enquiries but follow-up is difficult to manage, The Funnels Guys can help you plan a GoHighLevel system around your sales process.
