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✻ Case study

Create Socially

Project Overview Create Socially is a community-driven brand focused on creative collaboration and empowerment.

create socially dashbaord
Project Overview

Create Socially is a community-driven brand focused on creative collaboration and empowerment. The project centered on setting up a robust CRM and automation system using GoHighLevel to streamline customer interactions, manage programs, and scale internal operations.

Key Features
  • CRM Implementation: Integrated Stripe purchases with GoHighLevel CRM to automatically log customer data and purchase history for seamless tracking and follow-ups.
  • Email Marketing Migration: Migrated email lists from Mailchimp to GoHighLevel, enabling centralized campaign management using built-in form and automation tools.
  • Calendar & Scheduling: Replaced Calendly with GoHighLevel’s calendar features, enabling round-robin scheduling and branded booking experiences for the team.
  • Membership & Course Setup: Built out HighLevel’s membership area for mastermind and internship programs, complete with gated access and certification features.
  • Custom Forms & Branding: Customized native forms and calendar interfaces to maintain consistent branding across user interactions.
  • Workflow & Tool Integration: Used Zapier to connect GoHighLevel with external tools such as ClickUp for task automation and streamlined workflows.
  • Chatbot Widget: Added a HighLevel-powered chatbot to the website to improve engagement and provide real-time support to visitors.
  • Setup & Support: Provided end-to-end configuration of GoHighLevel’s native features, ensuring a clean handover with documentation and support.
Technologies Used
  • Tech: GoHighLevel, Zapier, Stripe, ClickUp

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Mark Lane, founder of Eco York, a York PA digital agency
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