Custom Internal AI Agents
GHL + Stripe Payment Automation
A complete payment operations system built to manage agreements, activation fees, renewals, refunds, failed payments, and follow-ups without manual tracking.
Client — Karl Mifsud Wealth
01The brief
The problem
Karl Mifsud Wealth needed a reliable system for managing the full payment lifecycle of its membership programme.
The offer involved several payment stages: a $497 strategy session, a $1,500 activation fee, and a $1,997 renewal charge twice a year. Each stage also came with agreements, payment confirmations, reminders, refunds, failed payments, and overdue renewals.
Without one connected system, the team would have to monitor payment dates, update member records, send reminders, and follow up on failed transactions manually. As the membership grew, this would become difficult to manage and make missed revenue more likely.
This project was a self-directed implementation based on a real Upwork brief. The goal was to design and build the complete system the business would need, not just a checkout page.
02Implementation plan
From brief to build
How we turned the client's challenge into a system their team actually uses.
Map the complete member journey
Mapped every stage from the initial strategy session and signed agreement to activation, recurring renewals, refunds, failed payments, and overdue accounts.
Build workflows for every payment state
Created 15 GoHighLevel workflows to respond to each possible action or payment status, so members automatically receive the right communication at the right time.
Connect payments and agreements
Integrated Stripe for payment processing and added e-signature membership agreements directly to the website and funnel, keeping onboarding and payment in one connected journey.
Test the complete lifecycle
Tested the system from initial signup to renewal and dunning. Fourteen of the 15 workflows were completed and activated, creating an almost fully automated membership payment engine.
03Before & After
What changed
Before
- The membership offer had several payment stages: a $497 strategy session, a $1,500 activation fee, and a $1,997 renewal charged twice a year.
- Without automation, someone would need to manually track every member, confirm payments, monitor renewal dates, send reminders, process refunds, and follow up whenever a payment failed.
- That may work with a few members, but it quickly becomes unreliable as the membership grows. One missed renewal or forgotten follow-up means revenue is delayed or lost.
After
- The entire payment journey is managed through one connected system.
- When a member signs up, the appropriate agreement, payment, activation, reminder, renewal, refund, or failed-payment workflow is triggered automatically.
- Stripe processes the payments, GoHighLevel manages the member journey, and automated dunning follows up on failed or overdue transactions.
- The result is more than a payment page. It is a complete membership operations system designed to keep payments moving without someone constantly monitoring a spreadsheet.
04Why this approach
The main problem was not accepting payments. Stripe could already do that.
The real challenge was managing everything that happens before and after each payment: signed agreements, onboarding, activation, scheduled renewals, failed transactions, refunds, reminders, and member records.
That is why I built the project as a complete payment lifecycle rather than a single checkout flow. Each possible payment state has a defined response, reducing manual work and making it less likely that the business will lose revenue because someone forgot to follow up.
05Impact & benefits
A complete payment lifecycle built for a membership offer ranging from $497 to recurring $1,997 renewals, with 14 of 15 workflows activated.
Automated workflows
15
Payment stages
3
Renewal charge
$1,997 twice yearly
No manual tracking of payment and renewal dates.
Automatic follow-up for failed and overdue payments.
A consistent onboarding and payment experience for every member.
Better visibility across the complete membership lifecycle.
A system that can support more members without increasing administrative work.
06Business outcomes
Business outcomes
Fifteen workflows covering signup, agreements, activation, renewals, refunds, failed payments, and overdue accounts.
E-signature membership agreements built directly into the website and funnel.
Stripe payment processing connected to GoHighLevel automation.
Automatic renewal reminders and dunning follow-ups.
Less administrative work and fewer opportunities for missed payments.
A scalable payment system that does not depend on someone manually monitoring every member.
07Built with
Tools & capabilities
GoHighLevel
Stripe