Service business
153 workflows nobody could explain
A business that had taken over an automation account built by a previous agency, with no documentation and nobody left who could explain what any of it did.
Anonymous, inherited from a previous agency
The challenge
The account contained 153 inherited workflows and no map of what they were for. Some were live, some were half-finished, and nobody could say which was which. Meanwhile the booking funnel had stopped producing bookings, silently, with no error anywhere.
The old process
Nobody touched anything, because nobody knew what would break. An account in that state stops being an asset and becomes a thing the business works around, and the cost of it is invisible precisely because nothing is throwing an error.
The system we built
- A complete audit of all 153 workflows: what each one does, whether it runs, and what depends on it
- 11 real findings, each ranked by what it was costing the business
- Root cause found on the booking funnel: a configuration fault that was showing no available times, so visitors who tried to book could not
- A prioritised order of work, so the expensive problems got fixed first
The technology
- GoHighLevel
- Reporting
The result
The silent failure was the important one. The booking funnel had been turning away everyone who tried to use it, and nothing in the account reported a problem because technically nothing had failed. The audit found it, ranked it against the other ten findings by cost, and fixed it.
Measurable impact
These are counts from the audit itself. The revenue recovered by fixing the booking funnel was not measured, so no figure for it is claimed here.