Portfolio Project: Lead Capture & Follow-Up System

Requirements

What the client needs. Tick them off as you build — saved in this browser.Ang kailangan ng client. I-tsek habang nagbu-build ka — naka-save sa browser na 'to.

Capture trial sign-ups through a landing page with a form
Store the data the gym needs to follow up (goal, preferred visit time)
Notify the front desk instantly when someone signs up
Follow up with the lead over the following days until they visit or join
Track every trial on a pipeline from sign-up to member
Stop follow-ups once the person has visited or joined

Kunin ang trial sign-ups gamit ang landing page na may form
I-store ang data na kailangan ng gym para mag-follow up (goal, gustong oras ng visit)
I-notify agad ang front desk kapag may nag-sign up
I-follow up ang lead sa mga susunod na araw hanggang bumisita o sumali sila
I-track ang bawat trial sa pipeline mula sign-up hanggang member
Itigil ang follow-ups kapag bumisita o sumali na ang tao

Build requirements

Custom fields: Fitness goal (dropdown), Preferred visit time (dropdown)
A form mapped to standard and custom fields — no duplicate fields
A one-page funnel with the form, matching the ad's offer
A pipeline with action-based stages, e.g. Trial requested → Visit booked → Visited → Offer made
Workflow 1: Form submitted → internal notification + opportunity in first stage + tag
Workflow 2: a short nurture (at least three touches over several days) that checks before each message whether they've visited
Clear names for every workflow, field, tag and pipeline stage

Custom fields: Fitness goal (dropdown), Preferred visit time (dropdown)
Form na naka-map sa standard at custom fields — walang duplicate fields
One-page funnel na may form, tugma sa offer ng ad
Pipeline na may action-based stages, hal. Trial requested → Visit booked → Visited → Offer made
Workflow 1: Form submitted → internal notification + opportunity sa unang stage + tag
Workflow 2: maikling nurture (hindi bababa sa tatlong touch sa loob ng ilang araw) na nagche-check bago ang bawat message kung bumisita na sila
Malinaw na pangalan para sa bawat workflow, field, tag at pipeline stage

Testing checklist

This is what separates a portfolio project from a tutorial. Don't call it done until every line is ticked.Ito ang naghihiwalay sa portfolio project at sa tutorial. Huwag sabihing tapos na hangga't hindi naka-tsek ang bawat linya.

Submit the live funnel form on a phone; every field lands on the contact
The front desk notification arrives with name, phone and goal
The opportunity appears in the first stage of the right pipeline
With waits shortened, the nurture sends each message in order
A contact marked as visited mid-sequence receives no further nurture messages
Workflow history shows every action completed for each test contact
Waits are restored and test data is cleaned up afterward

I-submit ang live funnel form sa phone; napupunta sa contact ang bawat field
Dumarating ang notification sa front desk na may pangalan, phone at goal
Lumalabas ang opportunity sa unang stage ng tamang pipeline
Kapag pinaikli ang waits, ipinapadala ng nurture ang bawat message ayon sa order
Ang contact na na-mark na bumisita habang nasa sequence ay hindi na nakakatanggap ng nurture messages
Pinapakita ng workflow history na na-complete ang bawat action para sa bawat test contact
Naibalik ang waits at nalinis ang test data pagkatapos

Expected resultInaasahang resulta

A working system where a trial sign-up from an ad becomes a contact, an opportunity and a follow-up sequence — with the owner able to see every trial on one board. Gumaganang system kung saan ang trial sign-up mula sa ad ay nagiging contact, opportunity at follow-up sequence — at nakikita ng owner ang bawat trial sa iisang board.

Reflection

Answer these before you look at the suggested solution.Sagutin muna ang mga ito bago tingnan ang suggested solution.

Which part of your build would break first if the gym ran two different offers at once?

What would you add if the owner asked "how many trials became members last month?"

Where did you have to make an assumption the brief didn't cover?

Aling parte ng build mo ang unang masisira kung dalawang magkaibang offer ang sabay na patakbuhin ng gym?

Ano ang idadagdag mo kung itanong ng owner ang "ilang trial ang naging member last month?"

Saan ka kinailangang mag-assume ng bagay na hindi sakop ng brief?

Awaiting hands-on verification. The concepts here are sound, but the click-by-click steps have not yet been re-walked in a live GoHighLevel sub-account. GoHighLevel changes often, so a menu name or screen may differ from what you see. Flagged rather than presented as verified.

Suggested architecture

Data

Custom fields: Fitness goal (Lose weight / Build strength / General fitness / Other) and Preferred visit time (Morning / Afternoon / Evening)
Tags: src-fb-trial, status-visited, status-member

Pipeline: “Trial passes” Trial requested → Visit booked → Visited → Offer made → (won = joined, lost = no-show or declined)

Workflow 1 — “Trial form → notify + opportunity” Form submitted (trial form) → internal notification to front desk → add tag src-fb-trial → create opportunity in Trial requested.

Workflow 2 — “Trial nurture” (same trigger, or started by Workflow 1)

Immediately: welcome message with what to bring and opening hours
Wait 1 day → If/Else has status-visited? → if not: “Your pass is ready — when are you coming in?”
Wait 2 days → same check → “Last reminder — your trial pass expires soon”
Default path at the end: notify front desk to call the lead personally

The detail that makes it professional: the “has visited” check before every message. Without it, someone who came in on day one still gets “when are you coming in?” on day three.

Writing it up for your portfolio

A short case study, with screenshots: “Practice project: built a lead capture and follow-up system in GoHighLevel for a fictional gym. Funnel and form feeding a 5-stage pipeline, instant team notification, and a 3-touch nurture that stops when the lead visits. Tested every path, including mid-sequence visits.”

Suggested na architecture

Data

Custom fields: Fitness goal (Lose weight / Build strength / General fitness / Other) at Preferred visit time (Morning / Afternoon / Evening)
Tags: src-fb-trial, status-visited, status-member

Pipeline: “Trial passes” Trial requested → Visit booked → Visited → Offer made → (won = sumali, lost = hindi sumipot o tumanggi)

Workflow 1 — “Trial form → notify + opportunity” Form submitted (trial form) → internal notification sa front desk → add tag src-fb-trial → create opportunity sa Trial requested.

Workflow 2 — “Trial nurture” (parehong trigger, o sinisimulan ng Workflow 1)

Agad-agad: welcome message na may dadalhin nila at opening hours
Maghintay ng 1 araw → If/Else may status-visited? → kung wala: “Ready na ang pass mo — kailan ka pupunta?”
Maghintay ng 2 araw → parehong check → “Huling paalala — malapit nang mag-expire ang trial pass mo”
Default path sa dulo: i-notify ang front desk para personal na tawagan ang lead

Ang detalyeng nagpapa-professional dito: ang check na “bumisita na ba?” bago ang bawat message. Kung wala nito, ang taong pumunta noong day one ay makakatanggap pa rin ng “kailan ka pupunta?” sa day three.

Pagsulat nito para sa portfolio mo

Maikling case study, may screenshots: “Practice project: gumawa ng lead capture at follow-up system sa GoHighLevel para sa kathang-isip na gym. Funnel at form na nagpapakain sa 5-stage pipeline, instant na team notification, at 3-touch nurture na tumitigil kapag bumisita ang lead. Tinest ang bawat daan, kasama ang mga bumisita habang nasa sequence.”

Complete Lead Capture & Follow-Up SystemKumpletong Lead Capture at Follow-Up System

The business problemAng problema ng business