The Challenge:

A service-based trainer was left without support when her business coach went on maternity leave with her second child. The coach’s VA team had built her systems, but left behind no documentation, no SOPs, and three disconnected platforms (GoHighLevel, Monday.com, and a secondary CRM). Managing clients, payments, and recurring programs had become confusing, expensive, and completely unsustainable.

The Solution:

I consolidated everything into GoHighLevel as her single source of truth. This included:

• Custom recurring billing automations that charged clients via Stripe 23 hours before each session, tracked individual appointments, and allowed cancellations without breaking the full schedule
• Structured intake and booking systems that replaced manual emails with automated forms, reminders, and follow-ups
• Embedded contracts and policies to ensure compliance without added friction
• Calendar restructuring to support multiple service types, price points, and virtual offerings
• Contact cleanup, smart lists, funnel consolidation, and streamlined invoicing workflows

The Result:

She went from three platforms and constant confusion to one organized, cost-effective system. This gives her the clarity and confidence to run her business independently, even during her busiest seasons.

“Working with Sara has been an incredibly positive experience. During our initial consult, Sara quickly identified areas for improvement and came up with a plan to optimize our systems and operations. She is an expert in GoHighLevel and is incredibly organized. Sara communicates effectively, often going above and beyond to provide step-by-step instructions or Loom videos which is so appreciated by a busy entrepreneur! She is always one step ahead of me and would often anticipate needs before they became larger issues. While working with Sara, I’ve felt supported and informed every step of the way, hence why I made the decision to continue working with Sara after my initial project wrapped up! I can’t recommend Sara and Indigo Elephant enough.” – Sydni

The Challenge:

A busy service-based founder was left with an overwhelming, under-supported GoHighLevel account originally built by a white-label provider. As support faded, she lost confidence in her systems. What once felt helpful had become heavy, unreliable, and difficult to manage while balancing business, family, and personal life.

The Solution:

I restored clarity and rebuilt her CRM to align with her voice, business model, and capacity. This included:

• Calendar restructuring with clear labeling and intentional booking flows
• Voice-aligned messaging across notifications, confirmations, and reminders. This replaced generic system language with her warm, supportive tone
• Rebuilt automations that properly tagged contacts, managed pipelines, prevented workflow conflicts, and eliminated email overload
• Score-based quiz funnel with personalized follow-up paths that routed contacts into tailored automations for educational content, social engagement, strategy sessions, or paid offers
• AI-powered chat workflows, conversation routing, birthday automations with revenue opportunities, smart list segmentation, contract templates, and podcast/newsletter email templates

The Result:

A CRM that worked for her, not the other way around. It gives her confidence, consistency, and breathing room to run her business without the overwhelm.

“Sara is a lifesaver. I’d been avoiding setting up my automations in GoHighLevel because, honestly, it felt overwhelming and confusing. She jumped in, made sense of my messy systems, and set everything up in a way that actually fits how I run my business. Sara was fast, thoughtful, and somehow made the whole process… fun? Couldn’t recommend her more.” – Michal