Truss Manufacturing Automation Success in Indiana with GoHighLevel

How a truss manufacturing company in Indiana automated its quoting, follow-up, and dealer communication process — resulting in a 68% rise in closed projects and faster turnaround times.

Business Type: Roof & Floor Truss Manufacturing

Location: Indianapolis, Indiana

Goal: Automate lead follow-ups, streamline dealer communication, and improve project tracking

Challenge

The company received multiple quote requests daily from builders, contractors, and dealers across Indiana. However, the follow-up process was entirely manual — handled through spreadsheets and emails. Quotes were often delayed, reminders were missed, and potential projects went cold. The management team needed an efficient way to track every lead, automate responses, and nurture clients until conversion.

Solution Implemented

Using GoHighLevel (GHL), I developed a complete Lead-to-Quote Automation Workflow customized for the construction supply and truss industry.

  • Lead Capture Automation: All web form, phone, and email inquiries were connected directly to GHL CRM pipelines.
  • Instant Quote Acknowledgment: Automated email and SMS confirmation sent within 60 seconds of a quote request submission.
  • Dealer Follow-Up Sequence: Multi-step workflow for nurturing B2B dealers and contractors with updates, reminders, and re-engagement offers.
  • Pipeline Tracking: Each project was automatically assigned to stages like New Inquiry → Quoted → Follow-Up → Won/Lost.
  • Team Notifications: Internal alerts sent to estimators and sales reps whenever a new quote or update was received.
  • Appointment Scheduling: Integration with Google Calendar for client site visits or project review meetings.
  • Review & Testimonial Automation: Automatic Google Review request sent after successful delivery or project completion.

Results

  • 🏗️ 68% increase in confirmed truss projects within 3 months
  • 📩 100% response automation for incoming quote requests
  • ⏱️ Average response time reduced from 5 hours to 3 minutes
  • 📊 Better visibility into pipeline and sales team activity
  • 💰 32% growth in monthly revenue within one quarter

Tech Stack

Platform: GoHighLevel
Integrations: Website Contact Form, Gmail, Google Calendar, Twilio
Features Used: Workflows, Pipelines, Automated SMS/Email, Calendar Booking, Reputation Management

Automation Workflow Highlights

The workflow was divided into three key automation layers:

  • 1. Lead Intake & Assignment: New leads automatically assigned to available estimators with instant internal Slack alerts.
  • 2. Quote Follow-Up Cycle: Automated reminder emails and texts every 48 hours for 5 days after the quote is sent.
  • 3. Dealer Engagement: Monthly drip campaign to existing builders highlighting new product capabilities and volume discounts.

Impact on Operations

The automation not only increased project conversions but also improved internal efficiency. The sales team could now focus on strategic follow-ups instead of chasing paperwork. Every client interaction was logged automatically inside the CRM, ensuring no missed communication and clear visibility into performance metrics.

“We used to spend hours just tracking who we sent quotes to. Now the system follows up for us — and we know exactly where each deal stands. It’s like adding a full-time assistant to our sales team.” — Mike R., Operations Manager – Indiana TrussWorks