Case Studies

Real Systems. Real Results.

Explore how Digital Desk helps businesses implement CRM, automation,

and funnel infrastructure that improves operations and supports scalable

growth.

Real Estate CRM Automation

Full GoHighLevel CRM build for a Frisco, TX realtor.

Bansi Amin, a realtor based in Frisco, TX, needed a fully customized CRM to capture, segment, and convert leads across buyer, seller, and home valuation funnels while automating the entire client journey.

The Results

Centralized multi-channel lead capture, 120-day nurture sequences, and AI-powered 24/7 lead qualification.

Challenge

Scattered lead sources and no unified system to track buyer/seller pipelines.

System

Built custom funnels, pipelines, chatbots, and post-closing automation for retention and referrals.

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Healthcare Operations Platform

Website, branding, and full HighLevel build-out from scratch.

Axis Clinical Solution partners with home health, hospice, and SNF agencies to manage billing, coding, compliance, and scheduling. I built their website, branding, copy, and their entire HighLevel backend from the ground up.

The Results

A fully operational, HIPAA-compliant system supporting outreach for 50+ agencies nationwide.

Challenge

No website or CRM infrastructure — the business needed to be built from zero.

System

Set up email services, domains, calendars, pipelines, tags, custom values, and automations in HighLevel.

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Virtual Staffing Agency

Website, branding, and full systeme.io build-out from scratch.

Vertex Virtual Support helps Australian businesses scale with skilled offshore Virtual Assistants trained to Australian standards. I built their website, branding, copy, and complete systeme.io backend from the ground up.

The Results

A fully functioning business system in systeme.io, ready to onboard Australian clients from day one.

Challenge

No website or backend system in place to manage leads, bookings, or client communication.

System

Set up domains, email services, calendars, pipelines, tags, custom values, and automations in systeme.io.

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Tax Preparation Website & Automation

Premium website rebuild with a fully automated backend.

B&T Tax Solutions needed a premium, professional website to reflect the quality of their individual and small business tax services, backed by a fully automated intake and scheduling system.

The Results

A fully functional premium website with automated document uploads and consultation booking.

Challenge

Outdated site wasn't converting visitors into booked consultations.

System

Rebuilt the website with a premium design and automated backend for scheduling and document intake.

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Tax Software Mentorship Waitlist

Waitlist funnel, A2P verification, and full GHL build-out.

Crown Tax Pros mentors aspiring tax professionals into building their own tax business and software packages. I built their waitlist page, calendar, pipeline, and automations, and secured A2P verification for their account.

The Results

A fully operational GHL system with approved A2P verification, ready to capture and convert mentorship leads.

Challenge

No structured system in place to capture leads, book calls, or manage the pipeline.

System

Set up custom values, automations, pipeline, calendar, and A2P verification inside GHL.

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Digital Pathology Education Platform

Full-service GHL management across a 2-year engagement.

Aleksandra Zuraw needed ongoing, hands-on management to grow her digital pathology education brand — from courses and funnels to email marketing and website upkeep.

The Results

Two years of continuous growth support, including multiple funnels, courses, and a fully built-out website.

Challenge

A growing education brand needed consistent, dedicated management across funnels, courses, and communications.

System

Built and administered the website, funnels, courses, custom values, and email services over a 2-year engagement.

Ready to Be Our Next Success Story?

Every success story started with a conversation. See how we've helped businesses streamline operations, automate growth, and achieve real results. Let's explore what we can accomplish for your business next.

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Digital Desk is an independent marketplace for GoHighLevel professionals. GoHighLevel® is a trademark of HighLevel Inc. Digital Desk is not affiliated with, endorsed by, or sponsored by HighLevel Inc.

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