CRM and Pipeline Setup
Project: BrightMind Tutoring Center
Type: Portfolio Project
Platform: GoHighLevel
Overview
This CRM and pipeline setup was created for BrightMind Tutoring Center to organize leads, track pipeline stages, and manage contact records inside GoHighLevel. The setup was designed to keep opportunities clear, contacts organized, and lead progress easy to track from inquiry to enrollment.
Pipeline Stages Included
- New Inquiry
- Booked
- Attended
- No Show
- Enrolled
CRM & Pipeline Screens
Below are screenshots showing the pipeline structure, opportunity tracking, and contact organization inside the CRM.
1. Pipeline Stages Setup
Shows the stage structure created for the BrightMind Pipeline.

2. Opportunity Board View
Shows how leads are organized and displayed across each stage of the pipeline.

3. Contact Management View
Shows how contact details and tags were organized inside the CRM.

Purpose
This setup was built to improve lead visibility, keep contacts and opportunities organized, and support a smoother process from inquiry to enrollment.
Title: Tidello Cleaning Services — CRM & Pipeline Setup
Overview:
This CRM and pipeline setup was built for Tidello Cleaning Services to track every lead and client through their full journey inside GoHighLevel. The pipeline was designed to keep opportunities organized and ensure no lead falls through the cracks — from first inquiry all the way to payment and re-engagement.
Pipeline Stages Included:
- New Lead
- Nurturing
- Booked
- No Show
- Flagged
- Paid / Won
- Lost

Workflow List

Tags List

*Built on a GoHighLevel trial account. Pipeline stages, tagging system, and opportunity tracking are fully configured and would function completely on a paid client account.