A sales funnel helps streamline the customer journey by guiding potential clients from awareness to conversion. With GoHighLevel, you can create customized funnels that automate lead nurturing, sales, and follow-ups—saving time and increasing revenue.

Before diving into sales funnel creation, it’s crucial to choose the right plan. If you’re just starting, the $97 or $297 plan is recommended. While the $497 plan offers automated SaaS onboarding, you can manually set up accounts and payments with lower plans to save costs initially.

1. Access Your GoHighLevel Sub-Account

Log in to your GoHighLevel account and select the sub-account where you want to build your sales funnel.

2. Navigate to Funnels

Go to Sites > Funnels, and organize your funnels into folders based on different products, niches, or offers.

3. Start a New Funnel

• Click New Funnel
• Choose between a blank funnel or a template (recommended for ease of setup)
• Select a SaaS template or any other relevant industry-specific template

4. Customize Your Funnel

Once the template is loaded:

• Rename the funnel for easy identification (e.g., “SaaS Sales Funnel”)
• Assign a custom domain (e.g., checkout.yourdomain.com)
• Configure tracking codes, event tracking, and payment settings

Before integrating products into your funnel, ensure they are created within GoHighLevel.

1. Create a Checkout Page

• In the funnel editor, select the page where the checkout will occur
• Drag in a Two-Step Order Form for better conversions
• Configure the form settings (e.g., show/hide company name, phone number, country selector)

2. Embed Your Products

• Navigate to the Products section of your funnel
• Select the products/plans you want to offer
• Set pricing options (monthly, yearly, one-time payment)
• Enable cart mode if offering multiple product selections
• Configure order bumps, coupon codes, and terms & conditions

3. Customize Checkout Page Design

• Edit text, colors, and images to match your branding
• Add testimonials and trust signals to boost conversions
• Ensure the CTA button directs users to the correct checkout step

After purchase, redirect users to a confirmation page. Use this page to:

• Display a confirmation message
• Provide next steps (e.g., account setup, onboarding call scheduling)
• Encourage upsells or referrals

• Integrate with Stripe, Square, or NMI for seamless payment processing
• Set up email/SMS automation to confirm purchases and nurture leads
• Track funnel performance using built-in GoHighLevel analytics

Building a high-converting sales funnel requires strategic customization to ensure a seamless experience for your leads. By optimizing each step of your funnel, you can enhance user engagement, increase conversions, and improve customer satisfaction. Let’s walk through the key steps to customizing your funnel for maximum results.

Customizing Funnel Steps for Better Conversions

Building a high-converting sales funnel requires strategic customization to ensure a seamless experience for your leads. By optimizing each step of your funnel, you can enhance user engagement, increase conversions, and improve customer satisfaction. Let’s walk through the key steps to customizing your funnel for maximum results.

Step 1: Configuring the Contact Information Page

The first step in your funnel should collect essential contact details. Here’s what to include:

• Full Name
• Email Address (with validation enabled)
• Phone Number (with country picker enabled, especially if you serve international clients)
• Optional: Show or hide the company name based on whether you’re targeting businesses or consumers
• Optional: Enable a shipping field if you are delivering a physical product (not required for digital products)

Once the information is collected, users can be directed to the next step: Billing Information.

Step 2: Setting Up the Billing Information Page

The billing step should be simple and clear. Here are the key elements to include:

• Billing details form
• Payment method selection (Stripe, Square, Authorized.net, etc.)
• Order summary, including product details and pricing
• Optional: Coupon code field for discounts
• Terms and conditions checkbox (highly recommended for legal protection)

If your funnel includes multiple pricing options, ensure that users can only select one plan at a time by disabling cart mode if necessary.

Once a purchase is complete, you need a well-structured confirmation page to reassure customers and provide next steps. Customize this page with:

• A congratulatory message (e.g., “Congrats! Your account has been registered.”)
• Instructions for checking email for account details and receipts
• Your business logo and contact information
• A dynamic order confirmation element displaying order details
• A login button directing users to their account (if applicable)

To streamline the checkout process, follow these best practices:

1. Clone Steps for Different Plans: Instead of creating separate steps for each pricing plan within the same funnel, consider creating a new funnel for each plan. This avoids unnecessary confusion and keeps the checkout experience smooth.
2. Consistent Branding: Ensure that fonts, colors, and images remain consistent across all steps.
3. Redirection to the Correct Thank You Page: Instead of redirecting users to the next step, always send them to the final thank you page after checkout. This prevents duplicate purchases.
4. Button Actions and Navigation: Set up clear call-to-action buttons that guide users to the correct plan selection page and checkout form.

If you are using an external website (such as WordPress or Wix), you can still utilize GoHighLevel’s funnel system. Simply redirect payment pages to your HighLevel funnel, ensuring that all transactions are processed within your CRM. This allows for seamless automation and client management.

Final Steps & Common Mistakes to Avoid

Before launching your funnel, double-check the following:

• All buttons lead to the correct steps
• Pricing plans and checkout pages are correctly configured
• Automations are in place to send email confirmations and onboarding messages
• Branding and page layouts are consistent