Main project · CRM architecture & customer operations
A customer can have several contracts. The records need to reflect that.
I structured a GoHighLevel environment so the team could follow a company, its people, individual service contracts, sales activity and approaching renewals together.
Tools & delivery: GoHighLevel · Custom Objects · Workflow Builder · Associations · Pipelines · Reporting
The problem I needed to solve
A company could hold multiple services, each with its own provider, value, owner, start date and renewal date. Putting every contract field directly on the company would make it easy to overwrite a service or duplicate the company.
I separated the contract from the customer relationship and connected the records through associations.
The structure I built
- Company, Contact and Service Contract records linked around the actual customer relationship.
- Separate contract fields for provider, value, ownership, dates and status.
- A sales pipeline covering New Lead, Contacted, Qualified, Proposal Sent and Closed stages.
- Reporting that gives the team visibility into opportunities and sales activity.
How the renewal automation works
Contract dates feed separate 30, 60, 90 and 120-day reminder paths. The workflows evaluate the contract, check the company’s eligibility and route qualifying records into the internal notification process.
That keeps the renewal logic at contract level while retaining a view of the wider account.
What the evidence shows
The supplied 30-day reporting snapshot shows $87.91K in opportunity value and $1.96K won. Opportunity value is pipeline visibility, rather than revenue attributed to my work.
The delivered outcome
A connected account structure where the team can follow relationships, manage individual contracts and see approaching renewal activity. The client highlighted the testing, clear communication and implementation of operational infrastructure.
“He finished ahead of schedule, tested everything, and made sure it actually worked in a real-world environment.”director9275 · TCO Technology












