From WordPress Projects to Monthly Revenue

How to Build CRM-Integrated Systems with Elementor, JetFormBuilder, Crocoblock & GoHighLevel

🧱 From Website Builds to Revenue Systems

If you’re building custom WordPress sites for clients—but not setting up systems that capture leads, automate follow-up, or track results—you’re leaving serious money on the table.

Most web designers stick to the same model: build the site, hand it off, and move on to the next job. That works—until it doesn’t. You’re constantly chasing new projects just to keep income flowing. There’s no predictable revenue, no real leverage, and no long-term relationship with the client.

But here’s the thing: clients don’t want a website.
They want what the website is supposed to deliver—leads, appointments, sales, and visibility. Most just don’t know how to ask for it.

That’s where you come in. You already have the skills to build the frontend. Now, you can connect it to tools that turn your build into a working business system—and charge for it monthly.

This isn’t about upselling.
It’s about delivering a better outcome and getting paid for the ongoing value.

⚙️ The Tools You’ll Use (and Why They Matter)

To build client systems that generate leads and revenue, you only need a few tools—all of which integrate seamlessly. Here’s the exact stack I use (and recommend):


🔧 Elementor Pro

What it is: A visual-first page builder for WordPress with deep design flexibility and dynamic content options.
Why it matters: Lets you quickly build high-converting pages with the ability to pull in dynamic data—perfect for building systems, not just static pages.

Get a 30 Day Money Back Guarantee Here


🧱 Crocoblock

What it is: A full suite of JetPlugins that expands Elementor’s power—think conditional logic, dynamic content, filters, tabs, listings, and more.
Why it matters: Use it to display custom content based on user actions, filter services, or build quote forms that change dynamically based on inputs.

Get a 30 Day Money Back Guarantee Here


📋 JetFormBuilder

What it is: A powerful form builder made for dynamic data. Supports hidden fields, calculated values, conditional logic, and webhooks.
Why it matters: This is your bridge between the website and the CRM. It allows you to send form data directly into GoHighLevel in real time—no extra plugins or workarounds.

For Just $129 Per Year Use On Unlimited Websites Here


📈 GoHighLevel (GHL)

What it is: A white-label CRM and automation platform built for marketing agencies and freelancers. Includes forms, funnels, pipeline tracking, automation, SMS/email, appointment booking, and more.
Why it matters: This is where the real value lives. Instead of sending leads into a black hole, GHL lets you create automated systems that follow up, track, and convert.

You’ll also be able to:

  • Assign leads to pipelines

  • Send instant alerts or thank-you emails

  • Book appointments without back-and-forth

  • Tag and track everything

Get A 14 Day Free Trial Here 

📊 What Is GoHighLevel — and Why It’s a Game-Changer for Web Designers

Most WordPress designers finish a site and hand it off… hoping the client figures out how to generate leads, respond to inquiries, and manage follow-up.

But that’s where most small businesses struggle — and where GoHighLevel (GHL) gives you an edge.

GoHighLevel is an all-in-one CRM and marketing automation platform designed for agencies and freelancers. It replaces dozens of other tools like:

  • Comprehensive CRM & Marketing Platform: GHL combines tools like email marketing, SMS campaigns, sales funnels, and pipeline management into one platform.

  • White-Label Opportunities: Designers can rebrand GHL, offering clients a seamless experience under their own branding.

  • Automation Capabilities: Automate client communications, lead nurturing, and appointment scheduling, enhancing client satisfaction and retention.


🧩 Key Features Your Clients Will Love (And Pay For)

You can deliver real business systems, including:

  • Lead Capture Forms & Landing Pages
    Custom pages built inside GHL or connected from WordPress via JetFormBuilder

  • Automated Email & SMS Follow-Up
    No more ghosting leads. Instant replies, booking reminders, or drip campaigns.

  • Appointment Booking + Reminders
    Clients can manage their calendar and avoid no-shows.

  • Pipeline Management
    Track every lead—from inquiry to closed sale—with visual drag-and-drop boards.

  • Custom Dashboards & Reporting
    Clients can see exactly how their leads and follow-ups are performing.

  • Mobile App
    So they can respond to leads from anywhere—fast.


🔒 Why Web Designers Should Care

With GHL, you’re not just delivering a website. You’re delivering a business operating system—and that changes the conversation completely.

  • You go from being the “tech guy” to a partner in growth

  • You stop selling projects and start building monthly recurring revenue

  • You stand out from every other designer offering the same WordPress templates

🔌 How to Connect It All

Turning Your Website Into a Working System

Let’s break down the exact steps to connect your Elementor-built site (using JetFormBuilder and Crocoblock) to GoHighLevel. This setup allows you to instantly pass form submissions into the CRM, trigger automations, and start client workflows the second someone interacts with the site.

This is not a plugin overload or duct-taped setup. It’s clean, scalable, and fast.

 


🧩 Step 1: Build the Form in JetFormBuilder

JetFormBuilder isn’t your average form plugin. It’s built for data-rich, logic-driven forms that can pass hidden data, capture user behavior, and trigger downstream automations.

When building your form:

  • Use hidden fields to pass dynamic page data (e.g., service type, source page)

  • Use calculated fields if needed (e.g., quote estimates)

  • Use conditional logic to keep forms short and dynamic

Example: A “Request a Quote” form that changes based on service selected—no extra pages or plugins needed.


🔗 Step 2: Set Up the Webhook Connection to GoHighLevel

Webhook JetFormBuilder Post Submit ActionJetFormBuilder allows you to send data via webhook. This is the key to integrating with GHL.

Here’s the flow:

  1. In JetFormBuilder, go to Post Submit Actions

  2. Select Webhook

  3. Paste your GoHighLevel Inbound Webhook URL (you’ll generate this inside your GHL workflow)

  4. Map the form fields to match what you want sent to GHL (name, email, phone, service type, etc.)

Pro Tip: Add hidden fields like Page URL or Form Source to tag leads or trigger different workflows based on where they came from.


⚙️ Step 3: Create the Workflow in GoHighLevel

Webhook Trigger GHLInside GHL:

  1. Go to Automations > Create Workflow

  2. Add the Webhook trigger

  3. Set up actions like:

    • Tag contact

    • Send notification to the business

    • Send auto-reply via SMS or email

    • Add to pipeline stage

    • Create an appointment request

  4. Publish it

That’s it. Your form now feeds directly into GHL and kicks off your client’s lead flow instantly.


🔄 Step 4: Optional – Use Crocoblock to Customize the Experience

Now that the form and automation are live, use Crocoblock to enhance the frontend experience:

  • Conditional content: Show “Thank You” messaging based on form values

  • Dynamic listings: Pull in user-submitted data or show relevant services

  • Step-by-step layout: Create multi-step quote or application forms

This creates a seamless experience for the visitor—and a powerful backend system for your client.


💡 Why This Matters

You just built a lead capture system that:

  • Tracks every lead

  • Notifies your client instantly

  • Follows up automatically

  • Logs everything inside a CRM

And you didn’t need Zapier. You didn’t need third-party plugins. You just turned a brochure site into a business tool—and now it’s something you can charge for monthly.

 

💰 How to Monetize This With Subaccounts, Pricing & Affiliate Income

You’ve Built the System. Now Here’s How You Get Paid Monthly.

Now that you’ve built a working, integrated website + CRM system, let’s talk about the most important part: recurring revenue.

This is where most web designers fall short. They hand off the project, maybe get a final payment—and that’s it. But with this setup, you can deliver real business value and get paid for the ongoing system you’ve built.


1. 🔄 Offer GHL as a White-Labeled Monthly Service (Subaccounts)

With GoHighLevel, you get unlimited subaccounts under your main license. That means you can create a unique login and branded dashboard for every client—and charge them whatever you want.

Here’s how it works:

  • GHL SaaS or Agency plan ($97–$497/month)

  • Create unlimited client accounts (no per-client cost)

  • Set your own pricing for each client ($197–$497+/month)

  • You control the billing, branding, and access

⚠️ Clients never see “GoHighLevel.” You can fully white-label it with your own logo, domain, email, and support.

💸 Sample Monthly Offers:

Plan NameIncludesSuggested Price
Starter SystemCRM + Lead Tracking + Notifications$197/mo
Pro System+ Automations + Appointment Booking$297/mo
Full Stack+ Pipeline, Reporting, Email/SMS Drip$497/mo

You’re not just charging for hosting or maintenance—you’re charging for outcomes. And because it’s tied to business results (leads, follow-up, bookings), clients don’t think twice.


2. 📦 Package Setup + Monthly Management

Pair your site build with a setup fee and recurring service:

  • One-time setup: $1,500–$3,000 depending on complexity

  • Ongoing monthly: $197–$497 for system hosting, CRM access, content updates, reporting, etc.

This gives clients peace of mind—and gives you predictable revenue without chasing new projects every month.


📊 Example: The Math Behind a Smarter Business Model

Let’s say you:

  • Launch 10 client sites per year

  • Sell each with a $2,000 setup + $297/mo system plan

  • Use GHL’s subaccounts (no extra cost)

That’s:

  • $20,000 in setup fees

  • $2,970/mo in recurring income

And that’s with just 10 clients. Imagine scaling to 15, 20, or more—without having to take on more random projects.

 

🚀 Ready to Launch?

You now have everything you need to:

  • Build smarter websites that connect to real business systems

  • Charge for value, not just pages

  • Create recurring revenue with subaccounts + automation

  • Earn commissions on every tool you already use

This isn’t theory. It’s a blueprint you can apply on your next build.

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