How to Set Up a Sales Funnel in GoHighLevel (Step-by-Step Guide!)

Why You Need a Sales Funnel in GoHighLevel

In today’s digital landscape, having an effective sales funnel is essential for converting leads into paying clients. Whether you’re running a SaaS agency, selling digital products, or managing subscriptions, GoHighLevel provides the tools to build a high-converting sales funnel without requiring the $497 plan. In this guide, we’ll walk you through the step-by-step process of creating a sales funnel in GoHighLevel, embedding products, and automating sales.

If you would rather watch or listen to this content, check out the video!

Prefer to watch? Here’s the full breakdown.

The Importance of a Sales Funnel

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.

Getting Started: Choosing the Right GoHighLevel Plan

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.

Step-by-Step: Creating a Sales Funnel

1. Access Your GoHighLevel Sub-Account

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

Adding Products to Your Funnel

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

Optimizing the Thank You Page

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

Automating Payments and Follow-Ups

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

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.

Customizing Funnel Steps for Better Conversions

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.

Optimizing the Thank You Page & Confirmation Messages

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)

Structuring a Multi-Step Sales Funnel for Maximum Sales

To streamline the checkout process, follow these best practices:

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.
Consistent Branding: Ensure that fonts, colors, and images remain consistent across all steps.
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.
Button Actions and Navigation: Set up clear call-to-action buttons that guide users to the correct plan selection page and checkout form.

Alternative Ways to Sell Using GoHighLevel Funnels

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

How to Get Started & Next Steps

Creating a sales funnel is a game-changer for automating and scaling your business. Whether you are on the $97, $297, or $497 GoHighLevel plan, you can start collecting payments and managing clients with ease.

If you’re looking for more guidance, consider signing up for my 30-day free trial of GoHighLevel (instead of the standard 14-day trial). You’ll also gain access to my exclusive community, training resources, and one-on-one strategy calls.

Alternatively, if you’re a small business looking for a white-labeled platform, check out Hi5 Connect for a customized solution tailored to your needs.

Have questions? Drop them in the comments, subscribe to my channel, and hit the notification bell for more insights on growing your business with sales funnels. Let’s get to work and start converting leads into loyal customers today!