Carmil Car Audio already had Shopmonkey handling appointments, jobs, estimates, invoices, payments, customer history, and reporting. The missing layer was structured lead capture and follow-up. Enciu Consulting connected Shopmonkey with HighLevel and built the CRM automation around the system that was already working.
Social media could influence demand, but the actual lead arrived by phone and Carmil personally handled the call or text response.
If a lead did not respond or move forward, there was no dedicated CRM sequence continuing the conversation over time.
The shop had a Google review QR code, but no repeatable review-request workflow tied to the customer process.
Customer history existed in Shopmonkey, but there was no structured post-sale or long-term follow-up using that relationship.
Old journey:
Appointments, technician calendars, job status, estimates, invoices, payments, customer history, and business reporting remain inside Shopmonkey.
Website leads, opportunity stages, follow-up, review requests, retention, nurture, communication workflows, and CRM tags are handled here.
Inbound workflows pull Shopmonkey customer information into HighLevel so existing POS activity can drive CRM records and follow-up without duplicate manual entry.
The website workflow creates the contact, adds the New Lead tag, enables communication channels, creates or updates the opportunity, notifies the business, and sends the initial email.
Estimate Sent can trigger follow-up at 2, 7, 14, 21, 28, and 42 days. Unresolved opportunities are then moved into long-term nurture.
The workflow waits, sends an SMS, waits another 60 minutes, then sends an email so the process no longer depends only on a physical QR code.
Post Sale Follow Up calls the review workflow and continues communication at 12 hours, 7 days, 30 days, 90 days, 6 months, 9 months, and one year.
Leads moved into LTN receive a lower-frequency monthly nurture sequence before the opportunity is closed out at the end of the configured path.
Shopmonkey calendars and reporting were retained. The implementation focused HighLevel on the areas where the existing stack had the clearest follow-up gap.
These describe the website form and workflow structure used for this implementation. Customer-identifying pipeline screenshots are intentionally excluded from the public case study.
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