Pipeline, quote structure, and lead flow control, built and live fast.
About the company
Stewart Exterior Cleaning Ltd, a UK-based roof and gutter cleaning company.
The problem
The business needed a working CRM with a clear pipeline and quote structure, and needed it fast, with leads and quotes previously tracked without a structured system behind them.
The solution
Agentum built the core GoHighLevel pipeline in the first week.
- A main pipeline running from new lead through to completed job
- Custom fields for client type, service type, and job value built in from day one
- A quote structure ready to support the business’s residential, commercial, and council customers
The impact
The business now runs new leads through a structured pipeline, with client type, service type, and job value tracked automatically at every stage.