Fig. 4 Five brands, one handover
Five trading brands, one sales-to-ops system
GHL built from scratch for 5 brands, with a qualification survey, calendar routing to the right rep, and an automatic handover to ClickUp when a deal closes.
- Client
- Prop trading group
- Industry
- Prop trading and fintech
- Year
- 2025
- Discipline
- GHL systems
Drawing
How it works
Step 01
Lead takes the survey
Step 02
Qualified or not, automatically
Step 03
Booked with the right rep
Step 04
Deal closes
Step 05
Handed to ops in ClickUp
The problem
The group runs several prop trading brands, and each one needed its own CRM. The group also needed one consistent way to qualify leads, route them to the right rep, and hand closed deals to operations without anything slipping.
Built with
- GoHighLevel
- ClickUp
- Surveys
- Calendars
- Pipelines
- Workflow automation
What I built
- 01Full GHL builds from scratch for each of the five brands, on one shared automation architecture.
- 02A lead qualification survey that splits prospects into qualified and unqualified automatically.
- 03Calendar routing that books each qualified lead with the right sales rep based on their profile.
- 04Pipelines that carry every lead from first contact to signed contract.
- 05A GHL to ClickUp handover that pushes each closed deal to the operations team, no manual hand-off needed.
Next drawing
Three spreadsheets replaced by one custom CRM