Case Study

End-to-End CRM Automation for a Premium SMP Clinic

How we built a 15-workflow GoHighLevel system that captures, nurtures, and converts leads for a Scalp Micropigmentation clinic across 3 international locations — from first click to loyal patient.

15
Automated Workflows
3
International Locations
12
Pipeline Stages
42
Smart Contact Tags

A clinic growing fast, held back by manual processes

Our client is a premium Scalp Micropigmentation (SMP) clinic operating from two established studios in Sweden and expanding to a third location in Mexico. With a growing patient base, increasing ad spend across Instagram, Google, TikTok, and Facebook, and a multi-session treatment model — their team was drowning in manual follow-ups, missed leads, and inconsistent communication.

They needed a system that would handle the entire patient journey automatically: from the moment someone fills out a form on the website, through consultation booking, appointment reminders, post-treatment aftercare, all the way to referral program enrollment — without a single manual step.

Industry

Healthcare / Aesthetics — Scalp Micropigmentation (SMP)

Locations

2 studios in Sweden (Gothenburg & Stockholm) + 1 in Mexico (Playa Del Carmen)

Platform

GoHighLevel CRM with custom landing pages, webhook integrations, and SMTP email

Delivery

Full system design, build, and handover in under 2 weeks

From scattered spreadsheets to a single source of truth

Before We Stepped In

  • Leads from website forms went to a shared inbox — no tracking, no assignment, no follow-up sequence
  • Consultation bookings were managed manually via phone calls and WhatsApp messages
  • No automated reminders — resulting in a high no-show rate
  • Post-treatment follow-up depended entirely on the practitioner remembering
  • No way to track which ad channel or campaign generated each lead
  • Multi-location scheduling caused constant confusion and double-bookings
  • Zero revenue forecasting — no pipeline visibility at all

What We Built

  • Webhook-powered lead capture that auto-creates contacts with full UTM and source data
  • Smart studio routing — leads automatically get location-specific booking links and messaging
  • 14-day nurture drip sequence with SMS + email (plain-text first, then branded HTML)
  • Automated appointment reminders at 24h and 1h before each consultation
  • No-show rescue workflow with rebooking links sent automatically
  • Full post-treatment journey: aftercare instructions, session 2 booking, 12-month touchup reminders
  • 12-stage pipeline with real-time revenue tracking and conversion metrics

Built on proven, scalable tools

Every tool was chosen for reliability, integration capability, and the client's ability to maintain it independently after handover.

GoHighLevel CRM
Hostinger SMTP
Custom HTML/CSS/JS Landing Pages
Webhook API Integration
Round-Robin Calendar Booking
SMS (Twilio via GHL)
WhatsApp Business
Pipeline & Opportunity Tracking
GDPR Compliance Workflows

Interactive breakdown of everything we built

Click each tab to explore the different layers of the automation system.

Lead Flow
15 Workflows
Pipeline
Calendars
42 Tags

End-to-end patient journey — from ad click to loyal client

1 Ad Click
2 Landing Page
3 Form Submit
4 Webhook → GHL
5 Contact Created
6 Studio Router
7 SMS + Email
8 Book Consult
9 Reminders
10 Treatment
11 Aftercare
12 Referral

Every step is automated. The clinic team only intervenes at the actual consultation and treatment — everything else runs on autopilot.

15 workflows organized into 5 categories

SMP Clinical Pipeline — 12 stages from lead to referral

Each stage transition is triggered automatically by workflow actions — booking confirmation moves to "Booked Consultation", payment moves to "Closed - Paid", and so on.

Multi-location booking system with smart routing

Each location has its own calendar with specific availability slots. The booking page intelligently routes patients to the right calendar based on their preferred studio — no manual coordination needed.

42 tags across 9 categories for granular segmentation

Tags enable precise audience segmentation for targeted campaigns. A contact tagged smp + goteborg + male + source_instagram gets very different messaging than density + stockholm + female + source_google.

From kickoff to go-live in under 2 weeks

1
Discovery & CRM Audit
Reviewed existing website, WordPress forms, ad campaigns, and business processes. Mapped the complete patient journey from first touch to referral.
Day 1-2
2
GHL Architecture Design
Designed pipeline stages, tag taxonomy, custom fields, and workflow logic. Created the automation setup guide with exact copy for every SMS and email.
Day 3-4
3
Landing Page Development
Built 4 conversion-optimized landing page templates (Dark Gold, Light, Luxury, Clinical) with multi-location clinic picker, smart booking routing, and webhook form integration.
Day 5-7
4
Calendar & Booking Setup
Configured 3 location-specific consultation calendars (45-min slots), round-robin distribution, and a standalone booking chooser page with smart URL routing.
Day 8
5
Workflow Building & Email Configuration
Built all 15 workflows with branching logic, SMTP email configuration via Hostinger, and a two-stage email delivery strategy (plain text → HTML) for inbox placement.
Day 9-11
6
Testing, Audit & Handover
End-to-end testing of the full lead journey, API audit of all workflows and email templates, comprehensive documentation, and client training session.
Day 12-13

Measurable impact from day one

100%
Lead Response Rate
Every lead gets SMS + email within seconds
0
Manual Follow-ups Needed
14-day drip runs on complete autopilot
3
Location-Specific Funnels
Each city gets its own language and booking flow
12
Lifecycle Stages Tracked
From "New Lead" to "Referred a Friend"
We went from losing leads in our inbox to having a system that handles everything automatically. Patients get the right message, at the right time, in the right language. We just focus on what we do best — the treatment itself.
— Clinic Founder, Premium SMP Clinic

Everything handed over to the client

4 Landing Page Templates

Dark Gold, Light, Luxury, and Clinical themes — each with form, clinic picker, gallery, and booking integration

15 GHL Workflows

Lead capture, nurture drips, appointment reminders, no-show rescue, post-treatment, reactivation, and compliance

Booking Chooser Page

Smart routing via URL parameters — one link works for all locations with automatic redirect

2 Sales Pipelines

SMP Clinical (12 stages) and SMP Training (8 stages) with automated stage transitions

Paste-Kit Documentation

Step-by-step setup guide with every SMS/email pre-written and ready to paste into GHL

GDPR Compliance

Do-not-contact flow, data deletion workflow, consent tracking tags, and opt-out handling

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