Restoration Connection: Building a Connected Lead & CRM System
Connected lead management and CRM automation system for a restoration business.
RE4LOAI is building the digital infrastructure connecting Restoration Connection’s website, service journeys, GoHighLevel CRM, pipelines and automated workflows into one structured lead-management system.
Prefer email? contact@re4loai.com
- Client
- Restoration Connection Inc.
- Industry
- Restoration
- Platform
- GoHighLevel
- Status
- Active build: components built, end-to-end connection in progress
/ The challenge
Many kinds of request, one system to run them.
Restoration Connection Inc. works across six core service categories. Requests arrive as emergencies and as routine service enquiries; some are insurance-related, some need an appointment or an estimate followed up, and some come from property managers or involve contractors.
Each of those needs its own handling. The work is to give every request a defined path, from the page it starts on to the workflow that follows it up, inside one structured system rather than separate tools and inboxes.
What the system handles
/ The system
Website to workflow, as one connected path.
Every layer below exists today. Connecting them end to end, so a request moves on its own from the website to the right workflow, is the current stage of work.
- 01WebsiteBuilt
The customer-facing site, with request and emergency pathways, resource hubs for property managers and contractors, and field guides.
Built
- 02ServiceBuilt
Six core service categories, with the individual services organized beneath them.
Built
- 03FunnelBuilt
Service funnels, with each service journey designed to feed its own funnel.
Built
- 04FormBuilt
The main Request Service form and the forms for the other lead journeys.
Built
- 05CRMBuilt
GoHighLevel contacts, with the association structure that ties each lead to its details.
Built
- 06PipelineBuilt
Lead-management pipeline structures for the different kinds of lead.
Built
- 07WorkflowConfigured
Nine automated workflows, from new service and emergency leads to estimate follow-up and review requests.
Configured
- 08Follow-up · Appointment · CoordinationBeing tested
What the workflows exist to do. Workflow entry and follow-up behavior is being tested before production.
Being tested
/ What we built
The parts in place today.
Built and configured by RE4LOAI in GoHighLevel and on the website.
Website & service architecture
A customer-facing site (Home, About, Services, Service Areas, Resources, Reviews, FAQs), Restoration Field Guides, a Property Manager Hub, a Contractor Network Hub, and pathways for customer and emergency requests. Services are organized under six core categories.
Lead capture
GoHighLevel lead-capture forms, including the main Request Service form and forms for the other lead journeys.
CRM & pipelines
The contact and association structure in the GoHighLevel CRM, and the lead-management pipeline structures.
Service funnels
Service funnels, with the service architecture designed so each service journey feeds its matching funnel.
Automated workflows
Nine workflows built and configured in GoHighLevel:
AI configuration
Two AI voice agent configurations (Jamie and Jamie 2), a conversational AI agent configuration (Connor) and a knowledge base. Configured, not yet deployed to customers.
/ Where it stands
What’s being connected now, and what comes next.
This is an active project. Nothing in progress or planned is described here as live; this page is updated as work ships.
In progress· 5
- Website-to-CRM connectionConnecting the website’s components to GoHighLevel, from service to funnel, form, CRM, pipeline and workflow.
- Service-to-funnel connectionsLinking each service journey to its own funnel.
- Workflow testingProduction configuration, correct workflow entry and follow-up, and emergency versus normal lead handling.
- Lead & territory routingSending each lead to the right place.
- Data migration & setupContact and data migration and cleanup, and domain and DNS configuration.
Planned· 9
- Full backend integrationThe complete integration behind the connected system.
- Production AI automationDeploying the configured AI agents in production.
- Advanced service-area routingRouting by ZIP code and service area.
- Trade & availability routingRouting by trade, service and availability.
- Contractor matchingFully automated matching of jobs to contractors.
- Reporting & analyticsAdvanced reporting on leads and the pipeline.
- Verified reviewsVerified review content for the reviews section.
- More service funnelsAdditional funnels for further services.
- Marketing campaignsFuture marketing and lead-generation campaigns.
/ Technology & results
Built on GoHighLevel. Measured only when it’s real.
GoHighLevel
Also used
Results
No verified business-performance metrics are being published at this stage. The project is currently focused on completing and validating the connected system.
/ Related
The service and the industry behind this project.
/ Start a Project
Want a system like this for your business?
Book a call, or tell us how leads reach you today and what should happen to them. We’ll reply by email with how we’d approach it.
Prefer email? contact@re4loai.com