Proximity Plumbing pull a serious number of leads every month, but they were coming in from everywhere: the website, the phone, web chat, Google, the lot. The problem was never getting leads. It was knowing where each one came from and making sure not a single one went cold.
The job: one front door for every lead
We didn’t rebuild their site. They liked it. What they needed was everything behind it joined up. So we ran the same play we built for AWE Electrical: land an enquiry on a trigger, create the job, and let the automation backfill the rest.
Every inbound source gets caught and tagged so the source is never a guess. From there it flows into a single GoHighLevel pipeline, and the moment it hits the right stage it spins up a job in ServiceM8 with the details already attached. The office stops copying things between tabs, and Proximity finally get a straight answer to “where are our jobs actually coming from”.
What we built
- Every lead source captured in one place. Web forms, the embedded web chat widget, phone, and the rest all land in GoHighLevel, tagged by source so attribution is automatic.
- One pipeline, not five inboxes. A single opportunity pipeline gives them the whole board at a glance instead of leads scattered across channels.
- Straight through to ServiceM8. Hit the right stage and a job is created in ServiceM8 with the contact and detail already filled in, then the automation backfills the rest.
- The site left alone. We embedded the web chat widget and a couple of capture points, nothing more. No rebuild, no downtime.
The AI experiment
We also trialled an AI workflow to handle first response on new leads. It worked, and it’s genuinely powerful, but Proximity wanted a human touch point on every enquiry, so we pulled it back. That’s the right call for them. It’s not the right call for everyone, and it’s absolutely worth a look depending on how you like to run your front desk.
Why it matters
This was an ambitious build with a lot of moving automations, and it’s a good reminder of just how much GoHighLevel can carry when it’s set up properly. The flowchart below is the whole thing on one map. We rebuilt it as a self-hosted diagram so it lives with the project for good, no third-party login required to open it.
