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Case study

Automation: GHL + WhatsApp Business for lead capture and follow-up

Case study: automation in Go High Level with WhatsApp Business API, templates, and lead follow-up.

Industry

Lead Gen

Role

Automation Engineer

Stack

Go High Level (GHL)WhatsApp Business APIPlantillas aprobadas por MetaFunnelsTracking de conversiones (configurable)

Situation

Lead capture relied on manual, inconsistent follow-up, risking lost leads from slow replies or lack of traceability.

Task

Design an automation system in GHL with WhatsApp Business to improve response time, pipeline order, and lead continuity.

Action

1) Defined pipeline and minimum measurable events. 2) Designed stage-based workflows: intake, qualification, reminders, reactivation. 3) Integrated Meta-approved templates and sending rules. 4) Content control and per-stage messaging (no spam). 5) Optional tracking setup (GA4/Pixel) without hurting performance.

Outcome

  • Automated follow-up and less manual workload
  • Structured messaging with approved templates
  • First response time 2-4h -> <15 min
  • Cold lead recovery +22% in 30 days
  • Cost per lead -12% after removing manual tasks

Summary

Automation focused on capture + follow-up with GHL and WhatsApp Business.

What was built

  • Stage-based workflows
  • Approved templates and compliance
  • Traceable pipeline and measurable actions