Fig. 2 Kartra to GHL
200+ members moved off Kartra with zero disruption
A whole course business moved from Kartra to GHL, then got an AI quiz that routes prospects, a bot that screens leads, and ongoing launch support.
- Client
- Australian online course business
- Industry
- Online coaching and courses
- Region
- Australia
- Discipline
- GHL systems, AI workflows, Custom apps
Drawing
- 2 courses
- Membership content
- Websites
- Automations
- 200+ active members
How it works
Step 01
Kartra exported
Step 02
Courses and members rebuilt in GHL
Step 03
AI quiz routes each prospect
Step 04
Bot screens new leads
Step 05
Workshop launches run in GHL
The problem
The founder ran two courses, 200+ members, her websites and her automations on Kartra. All of it had to move to GHL without disrupting active members. She also needed a launch engine for monthly and quarterly workshops.
Built with
- GoHighLevel
- CloseBot
- Conversational AI
- Make.com
- Notion
- Fathom
- Facebook Lead Ads
- React
- Supabase
What I built
- 01A full Kartra to GHL migration: courses, membership content, websites and every active subscriber.
- 02A conversational AI quiz that sends each prospect to the right course, and a CloseBot qualification bot that screens leads before they reach the founder.
- 03Workshop launch infrastructure: pre-launch sequences, registration funnels, launch-day support and post-launch nurture.
- 04Make.com automations for Gmail to Notion, Fathom to Notion, and Facebook Lead Ads to GHL.
- 05A live dashboard that pulls revenue, cohort, social and email numbers straight from GHL onto one screen.
Build notes
Revenue and cohort dashboard reworked from voice-memo feedback
A course founder's dashboard now opens on a fixed revenue snapshot with fair period comparisons, cohort gauges and plain-English labels. The rework also exposed cohort data that was plotting wrong numbers for 2 of 5 intakes.
Live GHL revenue, social and email dashboard
A course founder's numbers that GHL spreads across four-plus screens now sit on one: recurring revenue by plan type, a 12-month trend, social reach and email health. Data stays live with a short cache, and the token stays server-side.
Next drawing
Venue onboarding cut to one configuration point