From fragmented customer records to a clear operating view.
TCO needed a dependable way to understand each customer: their relationships, services, contracts, renewal dates and active sales opportunities. I brought these moving parts into one connected operating structure.
Technologies used
- GoHighLevel (GHL)
Supporting tools & functionality
- Custom Objects
- Workflow Builder
- Sales Pipelines
- Reporting Dashboards
I connected customer and service-contract records, built renewal workflows, and gave the team a clearer view of sales activity.
The team can see each customer’s relationships, contacts, opportunities and service records together.
Active sales opportunities are organized across New Lead, Contacted, Qualified, Proposal Sent and Closed stages.
The reporting environment gives the team direct visibility into opportunity value, conversion, active deals and won revenue.
Service Contract, Company and Contact-level workflows work together to evaluate qualifying records and route renewal activity.
Separate 30, 60, 90 and 120-day reminder paths help surface approaching renewals before contract end dates.
The selected 30-day reporting view recorded 21 opportunities, a 4.76% conversion rate and $1.96K in won revenue.
By making customer follow-up, renewals and sales progression easier to manage, the new system helped TCO retain customers and convert opportunities more effectively. The figures shown capture the improved operating position after implementation.
The pipeline makes active sales movement visible.
A shared sales view shows where opportunities stand, how they move and the value at each stage.
TCO moved from fragmented account and renewal management to a connected operating system that centralizes customer relationships, separates individual service contracts, automates renewal monitoring, and gives the team clearer visibility into their sales and account operations.
Multiple contracts needed to stay visible under one customer relationship.
TCO works with businesses that can hold several services at once, each with its own provider, contract value, account owner, start date and renewal date.
Storing those values directly on the Company record would eventually overwrite data, create duplicate companies or make renewal management unreliable.
One connected operating view, built around the business.
- Connected customer records
- Separate records for each service contract
- Each contract connected to the right customer
- Sales opportunity and pipeline structure
- Dashboard and reporting visibility
- 30 / 60 / 90 / 120-day renewal logic
- Customer eligibility checks before renewal actions
- Internal notification routing
- Structure designed for future integrations and scaling
The renewal journey
Built inside the actual operating environment.
Open any project screenshot to inspect the supporting evidence.
“Godwin delivered exactly what he committed to and more. […] He finished ahead of schedule, tested everything, and made sure it actually worked in a real-world environment.
Communication was clear, he followed scope, and he understood that this was about building operational infrastructure, not just configuring software. If you’re looking for someone who can implement systems properly and think beyond templates, I highly recommend him. We’ll be continuing to work with him long-term.”
