Lead Automation Through a Pipeline in HighLevel

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saas4agency.com

GoHighLevel is an all-in-one marketing platform designed to streamline processes for digital agencies. One of its powerful features is the ability to automate your sales pipeline, ensuring that leads move smoothly from initial contact to invoice paid. In this blog, we’ll walk through the process of setting up automations for each stage of your sales pipeline, enhancing your efficiency and boosting conversion rates.

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Setting Up Your Sales Pipeline

Step 1: Create a Sales Pipeline

  1. Navigate to Pipelines: Start by going to Opportunities and then Pipelines.
  2. Create a New Pipeline: Click on “Create Pipeline.” For this example, we’ll use stages such as New Leads, Hot Leads, Booked Appointment, Verbal Yes, Proposal Signed, and Invoice Paid.

Step 2: Automate the New Lead Stage

  1. Create a New Workflow: Go to Automations and create a new workflow.
  2. Select the Trigger: Choose “Form Submitted” as the trigger.
  3. Use the Fast Five Recipe: This pre-built automation engages leads within the first five minutes of form submission, significantly increasing response rates. Customize the email and SMS templates as needed.
  4. Add a Trigger and Filter: Set the trigger to activate when your specific form is filled out. Add a filter for the form name.
  5. Update Opportunity: Ensure leads are placed into the New Leads stage of your pipeline.

Step 3: Automate the Hot Lead Stage

  1. Create a New Workflow: Start a new workflow for hot leads.
  2. Select the Trigger: Choose “Customer Replied” and add a filter to specify replies to the initial workflow.
  3. Update Opportunity: Move responsive leads to the Hot Leads stage.
  4. Tag the Lead: Optionally, add a tag to differentiate these leads.
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Step 4: Automate the Booked Appointment Stage

  1. Create a Calendar: Set up a sales calendar under Calendar Settings if you haven’t already.
  2. Create a New Workflow: Use the Appointment Booking recipe.
  3. Select the Trigger: Choose “Appointment Status” with filters for your sales calendar and “Confirmed” status.
  4. Update Opportunity: Move leads to the Booked Appointment stage.
  5. Customize Notifications: Adjust email and SMS notifications for confirmations and reminders.

Step 5: Automate the Verbal Yes Stage

  1. Create a New Workflow: Start a new workflow for leads who give a verbal yes.
  2. Select the Trigger: Use “Pipeline Stage Changed” with filters for the Verbal Yes stage.
  3. Send Proposal: Set up a proposal template under Payments > Documents and Contracts, then automate sending this proposal.
  4. Update Opportunity: Move leads to the Verbal Yes stage and send them a proposal.

Step 6: Automate the Proposal Signed Stage

  1. Create a New Workflow: Set up a workflow for when proposals are signed.
  2. Select the Trigger: Use “Proposal and Estimate” with filters for document type as proposal and status as signed.
  3. Update Opportunity: Move leads to the Proposal Signed stage.
  4. Send Invoice: Automate sending an invoice using a template from Payments > Invoices and Templates.

Step 7: Automate the Invoice Paid Stage

  1. Create a New Workflow: Finalize the process with a workflow for paid invoices.
  2. Select the Trigger: Use “Invoice Status” with a filter for “Paid.”
  3. Update Opportunity: Move leads to the Invoice Paid stage.
  4. Send Confirmation: Optionally, send an SMS or email thanking the customer and providing next steps.
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Conclusion

Automating your sales pipeline in GoHighLevel is a strategic way to ensure leads are nurtured through each stage, maximizing your chances of conversion. By following these steps, you can create a seamless customer journey that enhances engagement and efficiency.

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