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Automating Lead Management with Go High Level: Workflows & Pipelines
In today’s Go High Level tutorial, we’re building on our last discussion about opportunities and pipelines. This time, we’re diving into creating custom automations and workflows to streamline your lead generation process.
If you’re manually updating your leads and moving them through the pipeline, you risk losing valuable opportunities and, ultimately, money. The goal here is to automate these processes based on pipeline stages and tags, ensuring that no leads slip through the cracks.
Whether you’re reselling Go High Level services, automating your own business, or customizing workflows for clients in various industries, this tutorial will provide valuable insights to help you optimize your lead management. Let’s get started!
If you would rather watch or listen to this content, check out the video!
Why Automate Your Lead Management?
Manually tracking leads can be overwhelming and inefficient. With automation, you can:
- Schedule appointments and follow-ups automatically
- Send out invoices without manual intervention
- Ensure no lead is forgotten in the pipeline
- Improve conversion rates by engaging leads at the right time
Setting Up Automated Workflows in Go High Level
Automating Workflows in Go High Level
1. Automating Appointment Scheduling
Skip manual updates—let workflows handle it!
Steps:
- Trigger Automation: Set a trigger for “Appointment Status = Confirmed.”
- Remove from Old Workflows: Stop general lead nurturing emails when an appointment is booked.
- Update Pipeline: Move the lead to “Appointment Booked” and avoid duplicates.
- Send Confirmations & Reminders: Personalize emails with name, date, and reschedule links. Schedule reminders 24 hours and 1 hour before.
2. Automating New Lead Responses
Ensure every new lead enters the pipeline and gets follow-ups.
Steps:
- Trigger Lead Creation: Set “New Contact Created” as the trigger, filtering by source (e.g., Facebook form).
- Add to Pipeline: Move them to “New Lead” and assign an opportunity value if needed.
- Start Nurturing: Enroll them in an email/SMS drip campaign.
- Move engaged leads to “Hot Lead” or “Active Lead.”
- If unresponsive, send a feedback survey.
3. Handling No-Shows Automatically
Missed appointments don’t mean lost leads—follow up automatically!
Steps:
- Detect No-Show: Set a trigger for missed check-ins.
- Follow Up: Send a reschedule link via text or email, followed by another in 24 hours if no response.
- Update Pipeline: Move them to “No-Show” while keeping them in a nurturing sequence.
By automating these tasks, you save time, reduce errors, and improve conversions!
Automating your lead management with Go High Level is essential for scaling your business. Whether you’re reselling Go High Level services or optimizing your own processes, leveraging workflows ensures you never lose track of a potential client. By implementing these automation strategies, you’ll save time, reduce manual errors, and increase your conversion rates.
If you’re new to Go High Level, use my affiliate link below for an exclusive 30-day free trial instead of the usual 14 days. Plus, get access to my online community and a free coaching call to help you hit the ground running!
Have questions or need help setting up your workflows? Drop them in the comments below!
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