By business
GoHighLevel set up for your kind of business
A dental practice, an HVAC contractor and an estate planning firm can all run on GoHighLevel, but not in the same way. Each page below covers what we have set up for that kind of business and the jobs it handles once it is live.
Business types
Pick the one closest to yours
Financial advisors
Pipelines for each service, booked calls with reminders, and an annual review schedule built around every policy.
See Financial advisorsInsurance agencies
HighLevel for Medicare and other insurance agencies: a pipeline that follows each client past the policy, consult booking, and AI that answers in two languages.
See Insurance agenciesMortgage brokers
Facebook lead-form routing, owner alerts and follow-up split by loan product for a brokerage, with borrower documents kept outside HighLevel.
See Mortgage brokersDental practices
HighLevel wired to your practice management system: calendars that follow each dentist's diary, and a read-only patient sync with HIPAA mode on.
See Dental practicesMental health practices
Missed and after-hours calls go to an AI receptionist behind a spam gate, and a weekly report shows what happened to each new caller.
See Mental health practicesMen's health clinics
After-hours AI chat, reminders that run off EHR bookings, and follow-up for patients still deciding, built around the EHR the clinic already books in.
See Men's health clinicsMed spas and wellness clinics
HighLevel on the front end: AI backup for a busy desk, follow-up matched to why each person came in, and the EHR left in charge of everything clinical.
See Med spas and wellness clinicsHVAC contractors
Missed-call rescue, estimate follow-up, review requests and an after-hours AI that books a callback, for HVAC and furnace businesses.
See HVAC contractorsGarage door companies
Missed calls handed to AI and booked as a short callback, a ballpark estimator for sites that can't list prices, and the website rebuilt inside HighLevel.
See Garage door companiesSolar installers
Homeowner leads from Meta in an opt-in pipeline with a 30-day nurture, and commercial inquiries gated on the building before anyone calls back.
See Solar installersReal estate agents and brokerages
The first text to a web lead, a nurture for the ones who aren't ready, and an AI line that catches the calls a broker misses.
See Real estate agentsEstate planning attorneys
Workshop sign-ups, a pipeline from consultation to signing, and mail set up the way a law firm needs it.
See Estate planning attorneysCoaches
Guide opt-ins, a capped discovery-call calendar and an AI that answers DMs, for coaches who sell a program.
See CoachesBusiness and private lenders
Ad leads worked from one daily call list, routed by loan type, and handed to LendingWise once a deal is Pre-Qualified.
See Business lendersCommercial roofing contractors
Inquiries from building owners checked on the building before an expert calls back, and an AI voice agent on the calls your team misses.
See Commercial roofing contractorsArtificial turf installers
Inquiry forms that lead to a booked estimate, follow-up for anyone who doesn't book, and new contacts passed to Jobber, with AI that gathers details for your team.
See Artificial turf installersMoving companies
A voice agent we've built and tested for movers: it sorts home from office moves, gives one range from your table and books the estimate.
See Moving companiesContractors and remodelers
Voice and chat AI that takes down the job without quoting or booking, a knowledge base made from your website, and texts for leads who went quiet.
See Contractors and remodelersImmigration law firms
An AI receptionist that answers every call and asks the caller's language, and intake that keeps each person in one case type.
See Immigration law firmsPersonal injury law firms
An intake pipeline from the first inquiry to the signed client, with AI answering and consultation booking, for injury and property damage firms.
See Personal injury law firmsEducation and career programs
Guide and webinar pages, a self-booking intro call and an English and French AI agent, for programs that enroll people.
See Education and career programsConsultants and advisory firms
An AI voice line on the firm's own number, a calendar for each advisor, and list sends that wait for the hours the firm chooses.
See ConsultantsTelehealth and online prescription clinics
A prescription store inside your own HighLevel account, an approval stage every order passes through, and ad reporting that needs no pixel.
See Telehealth clinicsChiropractors
A pipeline that moves each new patient inquiry from form to booked visit, alerts staff to missed visits, and leaves your scheduler and records alone.
See ChiropractorsFertility clinics
Free advisory calls booked from your calendar, paid consultations sent a booking link that takes payment, and clinical questions passed to a person.
See Fertility clinicsPharmacies
A Voice AI trainer that plays a prescriber, so your sales reps can rehearse office calls without a single real patient record in the AI.
See PharmaciesFencing contractors
Website estimate booking that lands in HighLevel, follow-up rebuilt beside the old version, and reporting that shows which sources get estimates booked.
See Fencing contractorsLawn care companies
Voice and chat intake that asks about the property and the turf, follow-up on quote requests, and a campaign for customers who stopped service.
See Lawn care companiesPainting contractors
A lead sync with your estimating software, the estimate total on every deal, and accepted jobs handed to production on their own.
See Painting contractorsRestoration companies
Voice and chat assistants that take down a building restoration inquiry and answer the questions you set, with no price, no booking and no dispatch.
See Restoration companiesReal estate wholesalers
Property lists brought in one deal per house, screened for Do Not Call and litigators, then sorted against your buy box by AI.
See Real estate wholesalersCredit repair companies
An AI backup for missed calls, intake from the first form to a booked consultation, and each new lead sent on to your credit repair software.
See Credit repair companies
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryTalk through your business with Rob
Don't see yours here? Most builds use the same pieces. In a 30-minute 1:1, Rob tells you which ones fit.