Let’s Make
HighLevel
Work Beautifully
for You
Let’s build systems that run smoothly, so you can focus on what truly matters — your clients, your time, and your peace of mind.
I get it — you didn’t start your business to spend hours figuring out automations, funnels, or how GoHighLevel works.
You started it to help people, make an impact, and create freedom.
That’s where I come in.
I’ll help you set up, organize, and automate your GoHighLevel system. So everything flows easily, your leads are nurtured, and your business feels calm and in control again.
You take care of your clients. I’ll take care of your systems.
From CRM setup, automations, or campaigns,
I'll help you run GHL with ease.
Feeling stuck inside GoHighLevel?
You’re not sure if things are set up the right way.
Your CRM feels cluttered and confusing.
You spend hours trying to fix automations that never seem to work.
Leads slipping through the cracks
You’re juggling too many tools that don’t talk to each other.
HighLevel feels too complicated
Scope of Services
From CRM setup to automations that actually work, I help you simplify your systems, save time, and get organized.
So you can focus on growth, not tech headaches.
CRM Setup & Management
Create a clean, structured foundation for your business inside GoHighLevel.
This includes setting up your pipelines, tags, custom fields, calendars, and contact segmentation — so your leads, clients, and communications stay organized and easy to track.
A well-structured CRM means no more lost leads, cluttered lists, or missed opportunities.
Workflow Automation
Save hours every week with done-for-you automations that run your business smoothly behind the scenes.
This service covers lead capture, nurture sequences, appointment reminders, onboarding workflows, and follow-up systems — all customized to your client journey.
You’ll experience more consistency, less manual work, and smoother operations.
Course & Community Creation
Share your expertise with ease through custom courses and private communities inside GoHighLevel.
This includes structuring your modules, uploading content, setting access levels, and designing a branded student portal for a seamless learning experience.
You’ll be able to deliver value, connect with your audience, and grow your knowledge-based business — all in one place.
Client Communication Systems
Ensure every client interaction feels timely, personal, and professional.
I’ll set up automated messaging through SMS, email, and pipelines — plus templates for responses and follow-ups.
Your clients stay informed and cared for, while you stay focused on your business.
Pipeline & Calendar Management
Get a clear overview of where every lead and client stands.
This service includes creating customized pipelines for your offers or services, syncing calendars for appointments, and setting up automations for follow-ups and status changes.
You’ll always know what’s happening — and nothing slips through the cracks.
Operations & Admin Support
Behind every smooth business is a strong system. From onboarding forms and client portals to reporting dashboards and team task automation - I'll help set up the operational backbone of your business.
This support brings structure, visibility, and peace of mind to your day-to-day management.
The Charmed Process
You’ll always know what’s happening, and I’ll make sure everything feels simple and smooth from start to finish.
Discovery & Strategy
We start by getting to know your goals, your process, and how things work behind the scenes. From there, we’ll spot what can be simplified or automated. I'll help you streamline the parts that slow you down so everything runs smoother and you can focus on what matters.
System Setup
I’ll help you set up your GoHighLevel — building automations, pipelines, calendars, and client communication systems all flowing perfectly in sync.
Review & Refinement
You’ll get a walkthrough of your new setup and a chance to review everything step by step.. We make sure it feels intuitive, structured, and aligned with how you work best
Support & Optimization
Once everything’s live, you’ll have support to fine-tune, optimize, and ensure your new systems continue running smoothly — so your business stays in flow.
About Me
Hey, I'm Charm!
From flight attendant to stay-at-home mom turned digital pro, my journey has been all about growth, balance, and creating a life I love.
After six years of being a full-time mom, I realized I wanted something more. I wanted to be financially independent, build a career I’m proud of, and show my daughter that it’s never too late to chase your dreams. That’s how I found my way into the digital space, and I’ve been hooked ever since.
Now I help coaches, real estate pros, insurance agents, and service-based businesses simplify their systems, automate their workflows, and bring calm to the chaos inside GoHighLevel.
When I’m not in work mode, I’m busy planning vacations I may or may not actually take, goofing around with my daughter and our dog, or sneaking sweets with my coffee like it’s a sport. Because balance, right?
Let’s make your systems feel simple, seamless, and stress-free. The Charmed way.
Tech Stack
Frequently Asked Questions
1. What kind of businesses do you work with?
I work with coaches, agencies, wellness brands, real estate professionals, insurance agents, and service-based businesses that want to simplify their operations through smart systems and automation. If you use or want to use GoHighLevel, I can help you get set up and organized with ease.
2. I’m new to GoHighLevel. Can you help me set it up from scratch?
Absolutely! Whether you’re starting fresh or need help cleaning up your current setup, I’ll handle everything from CRM organization to automations, pipelines, and client communication systems. All customized to fit your business.
3. What if I already have GoHighLevel but it feels messy or confusing?
No problem! I can audit your current account, streamline your setup, and organize your workflows so your systems run smoothly and make sense for your team. My goal is to help you feel confident using your CRM and not overwhelmed by it.
4. How long does it take to get everything up and running?
It depends on your needs, but most setups or overhauls take 1–3 weeks. After setup, I’ll walk you through everything and provide support so you know how to use your systems efficiently moving forward.
