High Level website and funnels

Hello Roger
I understand that you are looking for a reliable weekly partner who can help you set up and optimize HighLevel workflows, use GenieAI effectively for content creation, improve website performance, and ensure your newsletters, blogs, and marketing activities work together to generate more opportunities.

Questions to Clarify the Project Better:

Current Setup:
Can you please share the current status of your HighLevel account, funnels, workflows, and website? What areas need the most improvement right now?
Automation Goals:
What specific tasks would you like to automate using GenieAI and HighLevel, such as lead follow-ups, newsletters, client communication, or content creation?
Weekly Support Requirements:
How many hours of weekly support are you expecting, and what would be the top priorities you want handled first?

Hi Roger,

I had a look at your "Welcome to Brookwood" draft, and I like the clear, practical approach you're taking to guide new clients through your onboarding journey. It feels like a great foundation for building automated nurture funnels and client workflows.

Before recommending the best approach, I have a few quick questions:

1. Are you using the GoHighLevel white-label platform as your main CRM and website, or only for funnels and automation?

2. Which website platform are you currently using (WordPress, HighLevel, or something else)?

3. What are the biggest pain points today—funnels, workflows, website updates, SEO, or AI content?

4. Have you already set up GenieAI, or are you looking for help implementing and training it?

5. Are you looking for a few hours of support each week, or ongoing monthly management?

I look forward to your reply.

Hi Roger,

Do you want GenieAI/HighLevel to become the main system for capturing, nurturing and progressing enquiries through to Brookwood’s onboarding process, or should it sit alongside your existing website, SEO and email tools and handle only selected funnels and campaigns?

To start immediately, we would need:

- A screenshot or export of the current HighLevel pipeline, workflows and active funnels
- A list of the website forms, booking tools, email tools or other systems currently feeding enquiries
- The first customer journey you want improved, plus the related Brookwood content or Informanagement material
- Limited-role access where needed, or screenshots/exports if access is not yet available

Once these are received, we can review the current setup, confirm the first workflow to prioritise, and begin without delay.

Could you let me know which area you’d like to tackle first—your website, funnels, or automations?

Hi Roger

I checked your job requirement and I have some questions.
What are your primary goals—generating more leads, improving SEO, automating client onboarding, or all of these?
Is your website built on WordPress, Webflow, or another platform?
What funnel and workflow tools are you currently using in GoHighLevel (HL)?
Which parts of GenieAI are you already using, and what would you like to automate?
What tasks are currently being handled by your SEO provider, and what are you unhappy with?
Do you have analytics tools such as Google Analytics 4 and Google Search Console set up?
Who is your target audience (individuals, startups, SMEs, contractors, etc.)?
How often would you like blogs, newsletters, and social media content to be published?
Will you provide content from Informanagement, or should it be adapted and optimized for SEO?
Do you need CRM automation, email campaigns, appointment booking, SMS, or review management?
Are there any third-party integrations required (Xero, QuickBooks, Calendly, Stripe, etc.)?