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Free GoHighLevel and CRM resources

Printable references for planning, auditing and repairing CRM and GoHighLevel automation. Each one stands on its own page, needs no email to read, and is free to use and share with a link back to it.

How to use them

Print one, work through it, keep the date.

Each resource is a working sheet, not a sales page. Print it or save it as a PDF, write your own tools and owners next to each line, and keep the dated copy so you can run the same checks again next month.

They describe generic patterns drawn from hands-on CRM and automation work. They name no client and quote no results, so adapt them to your own tools rather than treating them as a promise of what a setup will do.

All resources

Pattern map · Updated

Roofing CRM workflow pattern map

Eight stages from lead source to attribution, with the owner system, data fields, automation and human checkpoint for each, plus the places this pattern usually breaks.

Open the pattern map Download the diagram (PNG)

What you get

  • Eight stages from lead source to attribution
  • Owner system, data fields, automation and human checkpoint per stage
  • Four handoffs and eight common failure points
  • The diagram as a 1600 × 900 PNG

Who it’s for

  • Roofing owners who want to see the whole path on one sheet
  • Office and sales managers deciding who owns each handoff
  • Agencies planning a roofing sub-account before they build it
Checklist · Updated

GoHighLevel automation audit checklist

28 checks across triggers, conditions, wait steps, timezones, duplicates and loops, Audit Logs, notifications, calendars and reporting, each with why it matters and how to check it.

Open the checklist Download checklist summary (PDF)

What you get

  • 28 checks in nine groups, from triggers to reporting
  • Why each check matters and how to check it, read-only
  • An audit order: look, trace, test, then fix
  • A five-page PDF summary of the nine groups

Who it’s for

  • Agencies inheriting a sub-account someone else built
  • Business owners whose automations started doing odd things
  • Operators preparing an account for a new campaign or season
Related

The services behind these sheets.

GoHighLevel builds and repairs Workflow automation CRM automation for roofing
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Describe your CRM, your lead sources and what keeps breaking. We reply with questions before we quote.

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