Completed (GHL)
GoHighLevel (GHL) Automation & CRM Setup
Seto Health Group is a healthcare provider offering patient-focused services. They needed an organized CRM system and automation setup to manage leads efficiently, reduce no-shows, and improve patient engagement.
Leads were spread across Nutshell CRM with no structured follow-ups.
Appointment scheduling was manual, causing delays and missed opportunities.
No Zoom/Outlook integration with their CRM, making scheduling cumbersome.
Weak patient engagement due to lack of nurturing workflows.
No system for personalized communication (e.g., birthdays, reminders).
As part of my role at Quaid Ventures, I led the transition from fragmented systems to GoHighLevel automations:
Lead Management
Migrated all existing leads from Nutshell to GHL.
Built a structured CRM pipeline with lead-type segregation (Prospects, Active Patients, Referrals).
Smart Appointment Booking
Integrated GHL with Zoom + Outlook for seamless scheduling.
Implemented automated confirmations & reminders.
Automated Nurturing & Follow-ups
Created workflows for pre- and post-appointment reminders.
Built nurturing sequences triggered after form submissions.
Personalization
Automated birthday wish campaigns for better patient engagement.
Tailored follow-ups based on patient category.
This project highlights how I leveraged GoHighLevel at Quaid Ventures to:
Unify client data & communication
Automate workflows for better efficiency
Enhance patient engagement with personalization
Deliver measurable improvements in show-up rates and lead nurturing
Showcasing my ability to design and implement end-to-end automation systems for healthcare businesses.
See how it works with a live demo contact me.
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