See where your business comes from, and what it turns into
One screen that shows where your leads come from, how many book and show, and what they turn into, by source and service.
Done for you, quoted on a free 15-minute call before we start.
If it turns out to be a two-minute setting, we'll tell you on the call, and there's nothing to pay.
What you get
- Leads, bookings, shows and won jobs on one screen
- Every lead tagged with where it came from, so the numbers mean something
- A short weekly summary in your inbox
Who it's for
- Owners who can't say which source brings their best customers
- Businesses whose reports show everything as "direct"
- Anyone deciding where to spend time and money next
What you provide
- A login in your own HighLevel account. New to HighLevel? You sign up in your business's name on the free call with us, so the account and the subscription are yours from the start.
- How you decide a lead is won
- Your services and lead sources
What we set up for you
- Lead-source tracking on every form, call, chat and booking
- Pipeline stages that match how work actually closes
- A HighLevel dashboard by source, service and staff member
- Call tracking numbers where you need them
- A weekly email summary of the numbers that matter
What's not included
- Running or paying for ads. Every lead source here works without them; if you run ads, we connect their lead forms
- Ad-spend return figures from ad platforms
- Your HighLevel subscription and usage (texts, calls, AI minutes, phone numbers), billed by HighLevel to your account
How long it takes
- Days 1–2. Tracking and pipeline stages set up on every source.
- Day 3. Dashboard and weekly summary built and checked against real records.
The one thing outside our control
The numbers are only as good as the statuses: someone, or an automation we set up, has to mark appointments showed and deals won.
How we build it
What the dashboard shows.
Step by step
- Leads. New leads by source and week.
- Bookings and shows. Booked, showed and no-show, by source.
- Won. Won jobs and their value, by source and service.
Work we've done
The same engineers build and run your GoHighLevel setup. These are systems we've built for other businesses, with their names kept private.
Medical-legal review
Every case file arrives with a draft summary
Staff read every page of every case file by hand and wrote each summary themselves.
In daily use at the practice
Construction accounting
Financial reports without waiting on a developer
Every financial report was built by hand, and every new question waited on someone technical.
Reports come from one engine instead of hand-written code
Professional services
Invoices out on time, built from the work log
Invoices were going out about seven days into the next month.
Invoices on time for the first time in over a year
Common questions
- Will it show my ad return?
- It shows leads and won jobs by source, including ad lead forms if you run ads. It doesn't pull spend from ad platforms.
Updated November 4, 2026
Fix it yourself instead
Prefer to do it yourself? These free guides cover the same settings.
GoHighLevel lead source showing as direct
Direct means no referrer or tracking link. Usually links without UTMs, no tracking script on your site, or forms in an iframe.
Read the fixGoHighLevel call reporting missing calls
Usually the date range or filter, the wrong report, your own Twilio number's webhooks, or forwarded calls all marked completed.
Read the fixGoHighLevel opportunities not moving pipeline stages
Usually a workflow trying to move a deal backward, no opportunity to update, or several opportunities on one contact.
Read the fix
Other packages
Most complete
Complete GoHighLevel setup
Your whole GoHighLevel account built and run for you: phone, texting, email, calendars, pipeline, forms, every lead source, the automations and the reports.
Speed to lead: never miss a lead
Every lead from every source captured, answered in seconds and qualified, so the calls and messages you'd lose turn into booked jobs.
Appointment engine
Booking, confirmations, reminders and no-show rescue, so your calendar fills itself and people actually show up.
AI front desk
HighLevel's Voice AI and Conversation AI answering calls and messages 24/7, answering questions from your own information and booking appointments.
Follow-up, reviews & reactivation
Nurture that turns "not yet" into booked, old leads and past customers brought back, and review and referral requests after every job.
GoHighLevel rescue
A messy account someone else built, gone through and fixed: duplicate workflows, broken automations, bad data and texts that don't send.
Want GoHighLevel set up and running for you?
Book a free 15-minute call. Tell us what you sell and where your leads come from, new account or the one you have, and we'll tell you what we'd set up, how long it takes and what it costs.
If it turns out to be a two-minute setting, we'll tell you on the call, and there's nothing to pay.