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title: CRM Implementation - Technical Objectives date: {{date}} tags: []

CRM Implementation - Technical Objectives

High-Level Goals

  • Deploy and configure GoHighLevel (GHL)
  • Integrate GHL with WordPress
  • Build attribution and tracking systems for marketing campaigns

Functional Requirements

  • Contact forms with spam filtering (non-sales leads)
  • CRM setup with stages and pipeline
  • Drip email campaigns for sales follow-up
  • Prospect activity tracking (email opens, link clicks, site visits)

Data & Metrics

  • Import marketing and sales cost data
  • Track:
  • Cost per Lead (CPL)
  • Cost per Sale (CPS)
  • Lead-to-Sale %, Proposal-to-Sale %
  • Revenue and ROI per campaign

Reporting

  • Dashboard views for all key campaign and prospect activities
  • Affiliate tracking and commission calculations (research GHL’s affiliate features)

Potential Expansion

  • If successful, project may be white-labeled and offered to e9digital clients

Additional Considerations

  • No existing systems to migrate
  • Marketing ops built from the ground up