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Setting up Investment company’s Go High Level CRM for success

Case Study: Housebender – GoHighLevel CRM Segmentation & Automation Build

Overview

Client: Housebender

Industry: Real Estate Syndication & Construction

Platform:GoHighLevel (GHL)

Engagement Type: Fixed-fee automation build

Duration: ~3 weeks (Discovery → Build → QA → Training)

The Challenge

Housebender, a fast-growing real estate investment firm in San Diego, had just closed a $2M raise in 35 days — but the next raise hit a wall. Manual outreach, tapped personal networks, and no automation meant everything relied on text-by-text hustle.

“I was literally texting people one by one to join webinars.”

— Nico Valdez, Director of Operations, Housebender

They needed a CRM strategy and automation system to move prospects from “cold lead” to “booked call” — with no loss of personal touch.

Our Solution

We scoped and delivered a full CRM architecture using GoHighLevel, automating outreach while maintaining relational integrity.

Deliverables Included:

  • CRM Audit & Reorganization
  • Segment structure based on 6 key investor types.
  • Proper tagging and workflow logic.
  • Twilio Integration
  • Connected SMS automation to GHL
  • Warm, personal-feeling messages triggered on behavior
  • Webinar Journey Setup
  • Registered vs. Missed attendees tagged via Zapier
  • “Kill switch” logic to avoid overlap and message fatigue
  • 45-Day Automated Funnel
  • Timed SMS + email sequences for cold, warm, and returning investors
  • Suppression triggers based on replies, bookings, or opt-outs
  • Calendar & Booking Integration
  • Synced GHL calendar with Google/Outlook for frictionless call booking
  • Training & Handoff
  • 2 recorded sessions
  • Custom Notion tracker with status boards, FAQs, and process docs

Client Feedback

“They took my rough ideas and actually built the system I had in my head — better than I imagined.”

— Nico, Director of Operations, Housebender

“We got emails from people saying ‘I want to invest more’ — and we hadn’t touched them in months.”

“Other guests on webinars started complimenting our emails — it just sounded like us. That was all automated.”

Early Wins

  • 2 reactivated investors within 2 weeks of launch
  • Positive brand perception from passive CRM contacts
  • Full automation on investor webinar invites
  • Near-zero manual involvement after launch
  • Clear, compressed onboarding process = no overwhelm

Tech Stack

  • GoHighLevel – CRM, calendar, automations
  • Twilio – SMS sending & contact validation
  • Zapier – Webinar tagging & workflow triggers
  • Notion – Project tracker, SOPs, handover doc

Challenges & Resolution

3rd-party tech support delays (e.g. platform bugs outside our control)

Client appreciated how we escalated quickly and transparently resolved blockers.

What Made It Work

  • A proactive partner with operational awareness
  • A clear vision translated into practical architecture
  • A collaborative handover that made sure the system would be used

Outcome

A scalable, hands-off fundraising CRM — without sacrificing tone, clarity, or control.

Watch the Full Walkthrough

See Nico explain the build process, feedback, and early results in his own words.

Services Used

ServiceIncluded?
CRM Audit & Tagging✅
Funnel Build (SMS + Email)✅
Webinar + Zapier Setup✅
Calendar Sync✅

Interested in a Build Like This?

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