HighStakes Creative
Practical Design & Marketing Studio · Auckland, New Zealand
Client Operating System
Stop losing customers to a messy follow-up process.
A practical CRM and workflow system that shows you who needs a reply, what needs follow-up, which projects are active, and what needs your attention today.
HighStakes Creative builds practical GoHighLevel CRM and workflow systems for Auckland small businesses that need better control over leads, clients, projects, reviews, and day-to-day operations.
The Problem
Good businesses still lose opportunities when the process is messy.
As a small business grows, enquiries, follow-ups, quotes, client work, and customer information can end up spread across inboxes, spreadsheets, calendars, messages, and memory. The result is often less visibility over what needs to happen next.
Common signs you need a better system
- Leads sitting in the inbox with no clear follow-up
- Quotes or proposals getting forgotten
- Client projects spread across messages, notes, and memory
- No clear view of what needs action today
- Reviews and testimonials not being requested
- Customer information scattered across platforms
- No simple process for new enquiries
The Outcome
Know exactly what needs attention today.
The goal is not to make your business more complicated. The goal is to make the next action obvious.
What It Does
One place to manage the customer journey.
From first enquiry to follow-up, quote, active client work, completion, review tracking, and future opportunities. The system is designed to keep status, ownership, and next actions visible.
Lead capture
Sales pipeline
Project pipeline
Follow-up tasks
Smart lists
Reusable replies
Review tracking
Operating rules
What Is Included
A practical setup built around how your business actually works.
This is not a generic CRM install. The setup is shaped around your enquiries, services, follow-up process, client delivery, and daily operating needs.
- Workflow review
- GoHighLevel account setup or cleanup
- Custom fields
- Sales pipeline
- Project pipeline
- Forms
- Automated tasks and reminders
- Smart lists / saved views
- Email/SMS permission handling
- Reusable reply snippets
- Review and portfolio tracking
- Operating manual
- Final testing and handover
Who It Is For
Built for small businesses that need more control, not more complexity.
It is especially useful if you already have leads or client work coming in, but the process is becoming harder to manage across inboxes, spreadsheets, calendars, or multiple people.
How It Works
From enquiry to client delivery and aftercare.
1. Enquiry
A new enquiry enters the agreed process so the contact, opportunity, ownership, and next action are easier to see.
2. Follow-up
As the opportunity moves forward, follow-up tasks and clear stages help keep quotes, decisions, and future actions visible.
3. Project
When work is won, the client or project can move into a simple delivery pipeline so active work, waiting items, and next actions stay visible.
4. Aftercare
Completion, review status, portfolio permission, testimonials, and future opportunities can be tracked after delivery where relevant.
Proof of Concept
Built from a real operating system.
This offer is informed by the operating system HighStakes Creative uses to manage enquiries, sales follow-ups, client work, review tracking, portfolio permission, opt-outs, and daily task management.
Pricing
Simple starting points. Scoped properly before build.
Every setup is scoped based on how your business currently works, what needs to be tracked, and how much automation is actually useful.
Starter CRM Setup
From NZ$1,500
For very small businesses that need a cleaner way to capture enquiries and track follow-ups.
- • Basic lead pipeline
- • Simple enquiry form
- • Follow-up tasks
- • Smart list setup
- • Basic reply templates
Most relevant
Client Operating System
From NZ$2,500
For businesses that need lead tracking, project tracking, follow-up reminders, and a simple operating manual.
- • Sales pipeline
- • Project/client pipeline
- • Automated task workflows
- • Smart lists / saved views
- • Reusable replies
- • Review and portfolio tracking
- • Testing and handover
Advanced Automation System
From NZ$5,000
For businesses with more moving parts, multiple services, team handover, or advanced automation needs.
- • Multiple pipelines
- • Advanced workflow logic
- • Client onboarding forms
- • Reporting/dashboard structure
- • Team process documentation
- • Ongoing optimisation options
Optional managed support starts from NZ$397/month for workflow checks, minor updates, support, and ongoing optimisation. More complex systems or support requirements are scoped separately.
FAQ
Common questions before starting.
Do I need to already use GoHighLevel?
No. HighStakes Creative can help set up a new system or clean up an existing one.
How long does setup take?
A basic setup usually takes around 1–2 weeks depending on scope, access, testing, and how quickly the required information is provided. Larger or more advanced systems are scoped separately.
Is this only for agencies?
No. It can work for small service businesses, tradies, cafés, coaches, salons, consultants, event vendors, and owner-operated businesses.
Can this work if I already use spreadsheets or another CRM?
Yes. The first step is reviewing your current process and deciding whether to improve, replace, simplify, or work alongside what you already use.
Is monthly support required?
No. Ongoing support is optional. Some businesses only need setup and handover, while others prefer continued help. Managed support starts from NZ$397/month.
What happens first?
We start with a workflow review so I can understand how your leads, follow-ups, quotes, projects, and client communication currently work.
Get My Free Workflow Review
Show me how your leads, follow-ups, quotes, and client work currently move through your business.
I'll review the details and come back with practical next steps around your enquiry process, follow-ups, client projects, communication, and operating-system setup.
Prefer email? Contact hello@highstakescreative.co.nz