Case study · Education consulting: investment banking recruiting

Wall Street Edge Advisory case study: a full funnel and CRM build in GoHighLevel

By Khyatt, Founder of The GoHighLevel Experts · Published October 23, 2026

Client: Wall Street Edge Advisory

$430 → $875client lifetime value

3 weeksfrom kickoff to go-live

9funnels, from lead magnet to webinars

Services used: GoHighLevel automation, GoHighLevel setup

Wall Street Edge Advisory is an education consultancy that helps students break into investment banking, with three offers: a 1:1 retainer, a live cohort and a self-paced program. The GoHighLevel Experts built its whole revenue system in one GoHighLevel account in 3 weeks: a lead magnet, a paid scored assessment, application routing to the right offer tier, pre-call nurture, three live event funnels, nurture segmented by school and intake year, and referral and review automation.

Key takeaways

A $99 paid assessment that scores prospects and routes the qualified ones to a sales call.
One application form that routes every prospect to the right one of three offer tiers.
Pre-call nurture for the 1:1 tier with a founder video and testimonials from students like them.
Three event funnels: two webinars and a 3-day challenge.
12 modules, including all copy, built in 3 weeks.

The starting point

Wall Street Edge Advisory runs several cohorts a year across three offer tiers, with students who differ by school and target bank. The business needed every customer touchpoint in one system: capturing leads, qualifying them, sending each to the right offer and following up with messages that fit who they are.

What we built in GoHighLevel

The CRM foundation

Custom fields, tags and segments built around cohorts and student progress, with a pipeline from lead to application, tier routing, consultation and enrollment. School and target-bank segmentation is set at the data level, so it flows into every sequence.

A lead magnet funnel

An opt-in page for the existing PDF lead magnet, delivered by email the moment someone signs up, tagged for segmentation, with a thank-you page that points to the assessment.

A paid scored assessment ($99)

A self-serve diagnostic that scores prospects across five dimensions: sales page, Stripe payment, quiz logic and scoring, an automated PDF report and a follow-up sequence. Qualified prospects are routed straight to booking a 1:1 sales call.

Application and three-tier routing

An application form with conditional logic routes each prospect to the 1:1 retainer, the live cohort or the self-paced program. Each tier has its own confirmation, follow-up and sales process, with tagging and internal notifications on every submission.

Pre-call nurture for the 1:1 tier

A thank-you page with a founder video and a reminder sequence by email and SMS leading into the call. The emails before the call feature testimonials matched to the prospect’s school or target bank, so they hear from people like them before they show up.

Three live event funnels

Registration page, confirmation, reminders and replay delivery, built three times: a webinar, a 3-day challenge and a second webinar, each with its own tracking, tags and post-event follow-up based on whether the person attended.

Wall Street Edge Advisory funnels in GoHighLevel: program funnels, webinar registration, assessment funnel, lead magnet funnel, one-on-one coaching, program interest and self-paced program funnels — The funnels: programs, webinar registration, the assessment, the lead magnet, 1:1 coaching and the self-paced program.

Nurture segmented by school and intake year

Several nurture tracks run in parallel without overlapping, each respecting the prospect’s application status and tier, so every cohort gets the right message at the right time.

Wall Street Edge Advisory lead management workflows in GoHighLevel, numbered in order: lead magnet intake, core nurture, program interest routing, assessment purchase, lead score and temperature sync, and assessment result workflows — Lead management workflows, numbered in the order a prospect moves through them.

Deliverability, SMS, referrals and reviews

Email deliverability: a dedicated sending domain with SPF, DKIM and DMARC, a warm-up plan, and promotional sends kept separate from the main domain.
SMS at the moments that matter most: event and consultation reminders, application follow-ups and re-engaging stalled leads, with replies going to the GoHighLevel inbox.
An alumni referral system with tracking per referrer and an automatic thank-you for every new lead.
Review and testimonial automation after successful outcomes, feeding new testimonials back into the pre-call nurture.

All the copy

Every sequence, landing page, sales page, SMS and email was written as part of the build, from a voice guide agreed at the start.

How the project ran

Week 1, foundation and capture: account, fields, tags, pipeline, lead magnet funnel, email deliverability and the voice guide.
Week 2, funnels and routing: the paid assessment, application and tier routing, the three event funnels and pre-call nurture.
Week 3, lifecycle, SMS and QA: segmented nurture, SMS, referrals, reviews, end-to-end testing and handover.

Wall Street Edge Advisory webinar workflow in GoHighLevel: form submitted trigger, internal notification, update contact field, set event start time and add tag — A webinar registration workflow: alert the team, save the event time and tag the registrant for reminders.

Results

Client lifetime value up from $430 to $875, more than double.

What other consultants and course businesses can take from this

A paid assessment qualifies prospects and earns revenue before the sales call.
Route people to the offer that fits them automatically, instead of sorting applications by hand.
Before a high-ticket call, show testimonials from people most like the prospect.

Building funnels and a CRM in GoHighLevel? See GoHighLevel setup and GoHighLevel automation.

FAQ

Can GoHighLevel run a paid quiz or assessment funnel?

Yes. For Wall Street Edge Advisory, a $99 scored assessment takes payment through Stripe, scores prospects across five dimensions, delivers an automated PDF report and routes qualified prospects to book a 1:1 sales call.

How do you route leads to different offers in GoHighLevel?

With an application form that uses conditional logic. Each answer set routes the prospect to one offer tier, and each tier triggers its own confirmation, follow-up and sales process, with CRM tags and internal notifications on every submission.

What did The GoHighLevel Experts build for Wall Street Edge Advisory?

A full GoHighLevel CRM and funnel build in 3 weeks: CRM foundation, lead magnet funnel, segmented nurture, a paid scored assessment, application and three-tier routing, pre-call nurture for the 1:1 tier, three live event funnels, email deliverability setup, SMS at key touchpoints, an alumni referral system, review automation and all copy.